FIDSX vs. SCHW
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and The Charles Schwab Corporation (SCHW).
FIDSX is managed by Blackrock. It was launched on Dec 10, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDSX or SCHW.
Correlation
The correlation between FIDSX and SCHW is 0.63, 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
FIDSX vs. SCHW - Performance Comparison
Key characteristics
FIDSX:
1.46
SCHW:
0.33
FIDSX:
2.12
SCHW:
0.62
FIDSX:
1.28
SCHW:
1.09
FIDSX:
2.32
SCHW:
0.25
FIDSX:
8.63
SCHW:
0.81
FIDSX:
2.94%
SCHW:
10.40%
FIDSX:
17.35%
SCHW:
25.71%
FIDSX:
-73.84%
SCHW:
-86.79%
FIDSX:
-10.91%
SCHW:
-19.34%
Returns By Period
In the year-to-date period, FIDSX achieves a -0.34% return, which is significantly lower than SCHW's -0.23% return. Both investments have delivered pretty close results over the past 10 years, with FIDSX having a 10.94% annualized return and SCHW not far ahead at 11.08%.
FIDSX
-0.34%
-9.88%
14.48%
26.94%
12.28%
10.94%
SCHW
-0.23%
-8.97%
0.35%
11.76%
11.05%
11.08%
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Risk-Adjusted Performance
FIDSX vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and The Charles Schwab Corporation (SCHW). 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
FIDSX vs. SCHW - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 0.27%, less than SCHW's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 0.27% | 0.27% | 2.08% | 2.17% | 1.97% | 2.04% | 1.45% | 1.61% | 0.63% | 1.00% | 0.92% | 1.00% |
SCHW The Charles Schwab Corporation | 1.35% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
Drawdowns
FIDSX vs. SCHW - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -73.84%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for FIDSX and SCHW. For additional features, visit the drawdowns tool.
Volatility
FIDSX vs. SCHW - Volatility Comparison
Fidelity Select Financial Services Portfolio (FIDSX) and The Charles Schwab Corporation (SCHW) have volatilities of 6.50% and 6.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.