FGILX vs. SCHD
Compare and contrast key facts about Fidelity Global Equity Income Fund (FGILX) and Schwab US Dividend Equity ETF (SCHD).
FGILX is managed by Fidelity. It was launched on May 2, 2012. 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: FGILX or SCHD.
Correlation
The correlation between FGILX and SCHD 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
FGILX vs. SCHD - Performance Comparison
Key characteristics
FGILX:
1.42
SCHD:
1.02
FGILX:
1.96
SCHD:
1.51
FGILX:
1.25
SCHD:
1.18
FGILX:
2.29
SCHD:
1.55
FGILX:
8.76
SCHD:
5.23
FGILX:
1.62%
SCHD:
2.21%
FGILX:
10.02%
SCHD:
11.28%
FGILX:
-30.59%
SCHD:
-33.37%
FGILX:
-4.99%
SCHD:
-7.44%
Returns By Period
In the year-to-date period, FGILX achieves a 12.33% return, which is significantly higher than SCHD's 10.68% return. Over the past 10 years, FGILX has underperformed SCHD with an annualized return of 8.84%, while SCHD has yielded a comparatively higher 10.89% annualized return.
FGILX
12.33%
-2.13%
3.46%
13.45%
9.39%
8.84%
SCHD
10.68%
-5.06%
7.69%
10.91%
10.81%
10.89%
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FGILX vs. SCHD - Expense Ratio Comparison
FGILX has a 1.02% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FGILX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Equity Income Fund (FGILX) 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
FGILX vs. SCHD - Dividend Comparison
FGILX's dividend yield for the trailing twelve months is around 0.85%, less than SCHD's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGILX Fidelity Global Equity Income Fund | 0.85% | 1.25% | 1.21% | 0.71% | 0.98% | 1.47% | 2.06% | 1.18% | 1.27% | 3.06% | 10.44% | 3.95% |
SCHD Schwab US Dividend Equity ETF | 3.67% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FGILX vs. SCHD - Drawdown Comparison
The maximum FGILX drawdown since its inception was -30.59%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FGILX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FGILX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Global Equity Income Fund (FGILX) is 3.01%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.57%. This indicates that FGILX 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.