FIAGX vs. SCHG
Compare and contrast key facts about Fidelity Advisor International Growth Fund Class A (FIAGX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FIAGX is managed by Fidelity. It was launched on Nov 1, 2007. 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: FIAGX or SCHG.
Correlation
The correlation between FIAGX and SCHG is 0.79, 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
FIAGX vs. SCHG - Performance Comparison
Key characteristics
FIAGX:
0.64
SCHG:
1.64
FIAGX:
0.98
SCHG:
2.19
FIAGX:
1.11
SCHG:
1.30
FIAGX:
0.81
SCHG:
2.37
FIAGX:
2.37
SCHG:
8.98
FIAGX:
3.69%
SCHG:
3.27%
FIAGX:
13.75%
SCHG:
17.91%
FIAGX:
-55.73%
SCHG:
-34.59%
FIAGX:
-1.06%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, FIAGX achieves a 8.40% return, which is significantly higher than SCHG's 3.09% return. Over the past 10 years, FIAGX has underperformed SCHG with an annualized return of 6.92%, while SCHG has yielded a comparatively higher 16.44% annualized return.
FIAGX
8.40%
2.64%
3.65%
8.97%
5.98%
6.92%
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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FIAGX vs. SCHG - Expense Ratio Comparison
FIAGX has a 1.28% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FIAGX vs. SCHG — Risk-Adjusted Performance Rank
FIAGX
SCHG
FIAGX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Growth Fund Class A (FIAGX) 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
FIAGX vs. SCHG - Dividend Comparison
FIAGX's dividend yield for the trailing twelve months is around 0.11%, less than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIAGX Fidelity Advisor International Growth Fund Class A | 0.11% | 0.12% | 0.19% | 0.00% | 0.16% | 0.00% | 0.73% | 0.60% | 0.31% | 0.96% | 0.97% | 0.57% |
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
FIAGX vs. SCHG - Drawdown Comparison
The maximum FIAGX drawdown since its inception was -55.73%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FIAGX and SCHG. For additional features, visit the drawdowns tool.
Volatility
FIAGX vs. SCHG - Volatility Comparison
The current volatility for Fidelity Advisor International Growth Fund Class A (FIAGX) is 3.50%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.01%. This indicates that FIAGX 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.