FIKQX vs. SCHR
Compare and contrast key facts about Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR).
FIKQX is managed by Fidelity. It was launched on Oct 2, 2018. SCHR is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (3-10 Y). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKQX or SCHR.
Correlation
The correlation between FIKQX and SCHR is 0.88, 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
FIKQX vs. SCHR - Performance Comparison
Key characteristics
FIKQX:
0.26
SCHR:
0.63
FIKQX:
0.41
SCHR:
0.95
FIKQX:
1.05
SCHR:
1.11
FIKQX:
0.11
SCHR:
0.37
FIKQX:
0.69
SCHR:
1.64
FIKQX:
2.12%
SCHR:
1.89%
FIKQX:
5.60%
SCHR:
4.91%
FIKQX:
-19.94%
SCHR:
-14.99%
FIKQX:
-10.73%
SCHR:
-4.31%
Returns By Period
In the year-to-date period, FIKQX achieves a -1.27% return, which is significantly lower than SCHR's -0.95% return.
FIKQX
-1.27%
-2.16%
-1.11%
0.49%
-0.52%
N/A
SCHR
-0.95%
-1.42%
0.06%
2.84%
0.88%
1.97%
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FIKQX vs. SCHR - Expense Ratio Comparison
FIKQX has a 0.36% expense ratio, which is higher than SCHR's 0.05% expense ratio.
Risk-Adjusted Performance
FIKQX vs. SCHR — Risk-Adjusted Performance Rank
FIKQX
SCHR
FIKQX vs. SCHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR). 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
FIKQX vs. SCHR - Dividend Comparison
FIKQX's dividend yield for the trailing twelve months is around 3.79%, less than SCHR's 5.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKQX Fidelity Advisor Investment Grade Bond Fund Class Z | 3.79% | 3.75% | 3.64% | 2.75% | 1.66% | 1.94% | 2.84% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | 5.69% | 5.63% | 3.99% | 3.15% | 1.64% | 2.22% | 3.67% | 3.38% | 2.47% | 2.20% | 2.08% | 2.18% |
Drawdowns
FIKQX vs. SCHR - Drawdown Comparison
The maximum FIKQX drawdown since its inception was -19.94%, which is greater than SCHR's maximum drawdown of -14.99%. Use the drawdown chart below to compare losses from any high point for FIKQX and SCHR. For additional features, visit the drawdowns tool.
Volatility
FIKQX vs. SCHR - Volatility Comparison
Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) has a higher volatility of 1.25% compared to Schwab Intermediate-Term U.S. Treasury ETF (SCHR) at 1.15%. This indicates that FIKQX's price experiences larger fluctuations and is considered to be riskier than SCHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.