FGLGX vs. SCHD
Compare and contrast key facts about Fidelity Series Large Cap Stock Fund (FGLGX) and Schwab U.S. Dividend Equity ETF (SCHD).
FGLGX is managed by Fidelity. It was launched on Dec 6, 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.
Performance
FGLGX vs. SCHD - Performance Comparison
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FGLGX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | -4.68% | 28.57% | 27.45% | 24.80% | -7.23% | 26.53% | 10.01% | 32.37% | -8.95% | 16.64% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, FGLGX achieves a -4.68% return, which is significantly lower than SCHD's 12.79% return. Over the past 10 years, FGLGX has outperformed SCHD with an annualized return of 15.16%, while SCHD has yielded a comparatively lower 12.31% annualized return.
FGLGX
- 1D
- -0.59%
- 1M
- -7.96%
- YTD
- -4.68%
- 6M
- 0.33%
- 1Y
- 25.34%
- 3Y*
- 22.22%
- 5Y*
- 15.33%
- 10Y*
- 15.16%
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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FGLGX vs. SCHD - Expense Ratio Comparison
FGLGX has a 0.00% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FGLGX vs. SCHD — Risk / Return Rank
FGLGX
SCHD
FGLGX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Stock Fund (FGLGX) and Schwab U.S. 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.
| FGLGX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.89 | +0.52 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.35 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.19 | +0.72 |
Martin ratioReturn relative to average drawdown | 8.85 | 3.99 | +4.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGLGX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.89 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.59 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.74 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.84 | -0.02 |
Correlation
The correlation between FGLGX and SCHD is 0.83, 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.
Dividends
FGLGX vs. SCHD - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 10.32%, more than SCHD's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | 10.32% | 9.84% | 7.99% | 5.29% | 6.55% | 9.22% | 5.36% | 7.25% | 12.29% | 4.61% | 1.69% | 5.94% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
FGLGX vs. SCHD - Drawdown Comparison
The maximum FGLGX drawdown since its inception was -36.42%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FGLGX and SCHD.
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Drawdown Indicators
| FGLGX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.42% | -33.37% | -3.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -12.74% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -21.21% | -16.85% | -4.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | -33.37% | -3.05% |
Current DrawdownCurrent decline from peak | -9.43% | -2.89% | -6.54% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -3.34% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 3.89% | -1.26% |
Volatility
FGLGX vs. SCHD - Volatility Comparison
Fidelity Series Large Cap Stock Fund (FGLGX) has a higher volatility of 4.44% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that FGLGX'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.
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Volatility by Period
| FGLGX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 2.40% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 7.96% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.22% | 15.74% | +2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 14.40% | +2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.35% | 16.70% | +1.65% |