FFANX vs. SCHD
Compare and contrast key facts about Fidelity Asset Manager 40% Fund (FFANX) and Schwab US Dividend Equity ETF (SCHD).
FFANX is managed by Blackrock. It was launched on Oct 9, 2007. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFANX or SCHD.
Correlation
The correlation between FFANX and SCHD is 0.88, 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
FFANX vs. SCHD - Performance Comparison
Key characteristics
FFANX:
0.89
SCHD:
0.28
FFANX:
1.28
SCHD:
0.50
FFANX:
1.18
SCHD:
1.07
FFANX:
0.91
SCHD:
0.28
FFANX:
3.75
SCHD:
0.96
FFANX:
1.97%
SCHD:
4.74%
FFANX:
8.24%
SCHD:
16.02%
FFANX:
-31.68%
SCHD:
-33.37%
FFANX:
-2.33%
SCHD:
-11.02%
Returns By Period
In the year-to-date period, FFANX achieves a 0.77% return, which is significantly higher than SCHD's -4.71% return. Over the past 10 years, FFANX has underperformed SCHD with an annualized return of 3.66%, while SCHD has yielded a comparatively higher 10.35% annualized return.
FFANX
0.77%
4.40%
0.66%
5.92%
4.97%
3.66%
SCHD
-4.71%
2.06%
-6.59%
3.08%
13.32%
10.35%
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FFANX vs. SCHD - Expense Ratio Comparison
FFANX has a 0.52% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FFANX vs. SCHD — Risk-Adjusted Performance Rank
FFANX
SCHD
FFANX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) and Schwab US Dividend Equity ETF (SCHD). 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
FFANX vs. SCHD - Dividend Comparison
FFANX's dividend yield for the trailing twelve months is around 2.83%, less than SCHD's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | 2.83% | 2.81% | 2.49% | 5.75% | 2.35% | 2.36% | 3.67% | 4.56% | 3.03% | 1.84% | 1.93% | 4.87% |
SCHD Schwab US Dividend Equity ETF | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FFANX vs. SCHD - Drawdown Comparison
The maximum FFANX drawdown since its inception was -31.68%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FFANX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FFANX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Asset Manager 40% Fund (FFANX) is 5.31%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 10.52%. This indicates that FFANX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.