FEKFX vs. SCHF
Compare and contrast key facts about Fidelity Equity-Income K6 Fund (FEKFX) and Schwab International Equity ETF (SCHF).
FEKFX is managed by Fidelity. It was launched on Jun 13, 2019. SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEKFX or SCHF.
Correlation
The correlation between FEKFX and SCHF is 0.81, 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.
Performance
FEKFX vs. SCHF - Performance Comparison
Key characteristics
FEKFX:
1.90
SCHF:
0.97
FEKFX:
2.68
SCHF:
1.39
FEKFX:
1.34
SCHF:
1.17
FEKFX:
2.64
SCHF:
1.30
FEKFX:
7.86
SCHF:
3.04
FEKFX:
2.40%
SCHF:
4.13%
FEKFX:
9.86%
SCHF:
12.83%
FEKFX:
-33.24%
SCHF:
-34.64%
FEKFX:
-1.75%
SCHF:
-1.85%
Returns By Period
In the year-to-date period, FEKFX achieves a 5.60% return, which is significantly lower than SCHF's 7.84% return.
FEKFX
5.60%
4.53%
6.52%
19.34%
10.31%
N/A
SCHF
7.84%
8.13%
3.82%
13.11%
8.10%
6.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FEKFX vs. SCHF - Expense Ratio Comparison
FEKFX has a 0.34% expense ratio, which is higher than SCHF's 0.06% expense ratio.
Risk-Adjusted Performance
FEKFX vs. SCHF — Risk-Adjusted Performance Rank
FEKFX
SCHF
FEKFX vs. SCHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income K6 Fund (FEKFX) and Schwab International Equity ETF (SCHF). 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.
Dividends
FEKFX vs. SCHF - Dividend Comparison
FEKFX's dividend yield for the trailing twelve months is around 1.93%, less than SCHF's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEKFX Fidelity Equity-Income K6 Fund | 1.93% | 2.04% | 1.96% | 1.91% | 1.68% | 1.72% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHF Schwab International Equity ETF | 3.03% | 3.26% | 2.97% | 3.66% | 5.51% | 2.08% | 5.89% | 6.12% | 4.70% | 5.15% | 2.26% | 2.90% |
Drawdowns
FEKFX vs. SCHF - Drawdown Comparison
The maximum FEKFX drawdown since its inception was -33.24%, roughly equal to the maximum SCHF drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for FEKFX and SCHF. For additional features, visit the drawdowns tool.
Volatility
FEKFX vs. SCHF - Volatility Comparison
The current volatility for Fidelity Equity-Income K6 Fund (FEKFX) is 2.38%, while Schwab International Equity ETF (SCHF) has a volatility of 3.49%. This indicates that FEKFX experiences smaller price fluctuations and is considered to be less risky than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.