Correlation
The correlation between FFLV and SCHD is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FFLV vs. SCHD
Compare and contrast key facts about Fidelity Fundamental Large Cap Value ETF (FFLV) and Schwab US Dividend Equity ETF (SCHD).
FFLV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FFLV is an actively managed fund by Fidelity. It was launched on Feb 22, 2024. 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: FFLV or SCHD.
Performance
FFLV vs. SCHD - Performance Comparison
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Key characteristics
FFLV:
0.43
SCHD:
0.42
FFLV:
0.57
SCHD:
0.49
FFLV:
1.08
SCHD:
1.07
FFLV:
0.33
SCHD:
0.28
FFLV:
1.02
SCHD:
0.84
FFLV:
5.45%
SCHD:
5.32%
FFLV:
17.45%
SCHD:
16.46%
FFLV:
-16.71%
SCHD:
-33.37%
FFLV:
-7.03%
SCHD:
-9.68%
Returns By Period
In the year-to-date period, FFLV achieves a 0.88% return, which is significantly higher than SCHD's -3.27% return.
FFLV
0.88%
2.51%
-6.58%
7.52%
N/A
N/A
N/A
SCHD
-3.27%
1.16%
-9.40%
6.77%
3.50%
12.24%
10.57%
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FFLV vs. SCHD - Expense Ratio Comparison
FFLV has a 0.38% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FFLV vs. SCHD — Risk-Adjusted Performance Rank
FFLV
SCHD
FFLV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fundamental Large Cap Value ETF (FFLV) 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.
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Dividends
FFLV vs. SCHD - Dividend Comparison
FFLV's dividend yield for the trailing twelve months is around 1.74%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFLV Fidelity Fundamental Large Cap Value ETF | 1.74% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FFLV vs. SCHD - Drawdown Comparison
The maximum FFLV drawdown since its inception was -16.71%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FFLV and SCHD.
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Volatility
FFLV vs. SCHD - Volatility Comparison
The current volatility for Fidelity Fundamental Large Cap Value ETF (FFLV) is 4.16%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.91%. This indicates that FFLV 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.
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