FFSZX vs. SCHD
Compare and contrast key facts about Fidelity Freedom 2065 Fund Class K6 (FFSZX) and Schwab US Dividend Equity ETF (SCHD).
FFSZX is managed by Fidelity. It was launched on Jun 28, 2019. 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: FFSZX or SCHD.
Correlation
The correlation between FFSZX and SCHD is 0.78, 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
FFSZX vs. SCHD - Performance Comparison
Key characteristics
FFSZX:
1.52
SCHD:
1.20
FFSZX:
2.12
SCHD:
1.77
FFSZX:
1.27
SCHD:
1.21
FFSZX:
1.75
SCHD:
1.72
FFSZX:
8.13
SCHD:
4.44
FFSZX:
2.21%
SCHD:
3.08%
FFSZX:
11.82%
SCHD:
11.40%
FFSZX:
-33.08%
SCHD:
-33.37%
FFSZX:
0.00%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, FFSZX achieves a 5.66% return, which is significantly higher than SCHD's 1.72% return.
FFSZX
5.66%
4.48%
6.11%
15.69%
6.86%
N/A
SCHD
1.72%
-0.11%
3.59%
11.95%
11.08%
11.01%
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FFSZX vs. SCHD - Expense Ratio Comparison
FFSZX has a 0.50% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FFSZX vs. SCHD — Risk-Adjusted Performance Rank
FFSZX
SCHD
FFSZX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2065 Fund Class K6 (FFSZX) 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
FFSZX vs. SCHD - Dividend Comparison
FFSZX's dividend yield for the trailing twelve months is around 1.58%, less than SCHD's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSZX Fidelity Freedom 2065 Fund Class K6 | 1.58% | 1.67% | 1.50% | 2.19% | 2.30% | 1.13% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FFSZX vs. SCHD - Drawdown Comparison
The maximum FFSZX drawdown since its inception was -33.08%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FFSZX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FFSZX vs. SCHD - Volatility Comparison
Fidelity Freedom 2065 Fund Class K6 (FFSZX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.21% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.