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
Returns By Period
FFLV
N/A
3.62%
11.81%
N/A
N/A
N/A
SCHD
17.35%
2.29%
13.68%
26.18%
12.87%
11.54%
Key characteristics
| FFLV | SCHD | |
|---|---|---|
| Daily Std Dev | 13.47% | 11.09% |
| Max Drawdown | -5.99% | -33.37% |
| Current Drawdown | -0.03% | -0.62% |
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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.
Correlation
The correlation between FFLV and SCHD 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.
Risk-Adjusted Performance
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.
Not enough dataDividends
FFLV vs. SCHD - Dividend Comparison
FFLV's dividend yield for the trailing twelve months is around 0.93%, less than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFLV Fidelity Fundamental Large Cap Value ETF | 0.93% | 0.00% | 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 | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FFLV vs. SCHD - Drawdown Comparison
The maximum FFLV drawdown since its inception was -5.99%, 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. For additional features, visit the drawdowns tool.
Volatility
FFLV vs. SCHD - Volatility Comparison
Fidelity Fundamental Large Cap Value ETF (FFLV) has a higher volatility of 4.23% compared to Schwab US Dividend Equity ETF (SCHD) at 3.48%. This indicates that FFLV's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.