FFSZX vs. SCHG
Compare and contrast key facts about Fidelity Freedom 2065 Fund Class K6 (FFSZX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FFSZX is managed by Fidelity. It was launched on Jun 28, 2019. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFSZX or SCHG.
Correlation
The correlation between FFSZX and SCHG is 0.84, 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. SCHG - Performance Comparison
Key characteristics
FFSZX:
1.34
SCHG:
1.64
FFSZX:
1.88
SCHG:
2.19
FFSZX:
1.24
SCHG:
1.30
FFSZX:
1.58
SCHG:
2.37
FFSZX:
7.14
SCHG:
8.98
FFSZX:
2.21%
SCHG:
3.27%
FFSZX:
11.80%
SCHG:
17.91%
FFSZX:
-33.08%
SCHG:
-34.59%
FFSZX:
-0.50%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, FFSZX achieves a 5.58% return, which is significantly higher than SCHG's 3.09% return.
FFSZX
5.58%
2.12%
5.80%
16.17%
7.08%
N/A
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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FFSZX vs. SCHG - Expense Ratio Comparison
FFSZX has a 0.50% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FFSZX vs. SCHG — Risk-Adjusted Performance Rank
FFSZX
SCHG
FFSZX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2065 Fund Class K6 (FFSZX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
FFSZX's dividend yield for the trailing twelve months is around 1.58%, more than SCHG's 0.38% 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FFSZX vs. SCHG - Drawdown Comparison
The maximum FFSZX drawdown since its inception was -33.08%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FFSZX and SCHG. For additional features, visit the drawdowns tool.
Volatility
FFSZX vs. SCHG - Volatility Comparison
The current volatility for Fidelity Freedom 2065 Fund Class K6 (FFSZX) is 3.01%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.01%. This indicates that FFSZX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.