Correlation
The correlation between FEIAX and SCHG is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
FEIAX vs. SCHG
Compare and contrast key facts about Fidelity Advisor Equity Income Fund Class A (FEIAX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FEIAX is managed by Fidelity. It was launched on Sep 3, 1996. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEIAX or SCHG.
Performance
FEIAX vs. SCHG - Performance Comparison
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Key characteristics
FEIAX:
0.66
SCHG:
0.68
FEIAX:
0.97
SCHG:
0.98
FEIAX:
1.13
SCHG:
1.13
FEIAX:
0.68
SCHG:
0.63
FEIAX:
2.27
SCHG:
2.07
FEIAX:
3.93%
SCHG:
7.13%
FEIAX:
14.33%
SCHG:
25.37%
FEIAX:
-60.90%
SCHG:
-34.59%
FEIAX:
-4.37%
SCHG:
-5.20%
Returns By Period
In the year-to-date period, FEIAX achieves a 1.97% return, which is significantly higher than SCHG's -1.01% return. Over the past 10 years, FEIAX has underperformed SCHG with an annualized return of 8.09%, while SCHG has yielded a comparatively higher 15.84% annualized return.
FEIAX
1.97%
3.00%
-4.37%
7.35%
7.26%
13.09%
8.09%
SCHG
-1.01%
7.20%
-0.61%
17.22%
21.07%
18.23%
15.84%
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FEIAX vs. SCHG - Expense Ratio Comparison
FEIAX has a 0.90% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FEIAX vs. SCHG — Risk-Adjusted Performance Rank
FEIAX
SCHG
FEIAX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class A (FEIAX) and Schwab U.S. Large-Cap Growth ETF (SCHG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
FEIAX vs. SCHG - Dividend Comparison
FEIAX's dividend yield for the trailing twelve months is around 7.64%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIAX Fidelity Advisor Equity Income Fund Class A | 7.64% | 7.61% | 4.90% | 5.96% | 11.12% | 2.23% | 8.09% | 16.73% | 10.95% | 4.05% | 10.67% | 5.14% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FEIAX vs. SCHG - Drawdown Comparison
The maximum FEIAX drawdown since its inception was -60.90%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FEIAX and SCHG.
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Volatility
FEIAX vs. SCHG - Volatility Comparison
The current volatility for Fidelity Advisor Equity Income Fund Class A (FEIAX) is 3.98%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.75%. This indicates that FEIAX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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