FIATX vs. SCHD
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and Schwab US Dividend Equity ETF (SCHD).
FIATX is managed by Fidelity. It was launched on Nov 3, 1997. 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: FIATX or SCHD.
Correlation
The correlation between FIATX and SCHD is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIATX vs. SCHD - Performance Comparison
Key characteristics
FIATX:
0.95
SCHD:
1.23
FIATX:
1.40
SCHD:
1.82
FIATX:
1.17
SCHD:
1.21
FIATX:
1.26
SCHD:
1.76
FIATX:
3.69
SCHD:
4.54
FIATX:
3.67%
SCHD:
3.09%
FIATX:
14.21%
SCHD:
11.39%
FIATX:
-65.44%
SCHD:
-33.37%
FIATX:
0.00%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, FIATX achieves a 8.89% return, which is significantly higher than SCHD's 2.45% return. Over the past 10 years, FIATX has underperformed SCHD with an annualized return of 7.55%, while SCHD has yielded a comparatively higher 11.10% annualized return.
FIATX
8.89%
6.84%
5.43%
12.31%
6.69%
7.55%
SCHD
2.45%
0.00%
4.00%
13.13%
11.35%
11.10%
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FIATX vs. SCHD - Expense Ratio Comparison
FIATX has a 1.49% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FIATX vs. SCHD — Risk-Adjusted Performance Rank
FIATX
SCHD
FIATX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) 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
FIATX vs. SCHD - Dividend Comparison
FIATX's dividend yield for the trailing twelve months is around 0.32%, less than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIATX Fidelity Advisor International Capital Appreciation Fund Class M | 0.32% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FIATX vs. SCHD - Drawdown Comparison
The maximum FIATX drawdown since its inception was -65.44%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FIATX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FIATX vs. SCHD - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) has a higher volatility of 4.03% compared to Schwab US Dividend Equity ETF (SCHD) at 3.31%. This indicates that FIATX'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.