FINSX vs. SCHX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Schwab U.S. Large-Cap ETF (SCHX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Performance
FINSX vs. SCHX - Performance Comparison
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FINSX vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | -4.08% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -4.38% | 28.40% |
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
Returns By Period
In the year-to-date period, FINSX achieves a -4.08% return, which is significantly lower than SCHX's -3.70% return. Over the past 10 years, FINSX has outperformed SCHX with an annualized return of 15.28%, while SCHX has yielded a comparatively lower 14.02% annualized return.
FINSX
- 1D
- 3.62%
- 1M
- -5.86%
- YTD
- -4.08%
- 6M
- -0.44%
- 1Y
- 23.86%
- 3Y*
- 24.96%
- 5Y*
- 13.56%
- 10Y*
- 15.28%
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
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FINSX vs. SCHX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Return for Risk
FINSX vs. SCHX — Risk / Return Rank
FINSX
SCHX
FINSX vs. SCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and Schwab U.S. Large-Cap ETF (SCHX). 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.
| FINSX | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.98 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.50 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.51 | +0.78 |
Martin ratioReturn relative to average drawdown | 9.17 | 7.02 | +2.15 |
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
| FINSX | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.98 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.66 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.80 | -0.17 |
Correlation
The correlation between FINSX and SCHX is 0.94, 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
FINSX vs. SCHX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.19%, more than SCHX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 9.19% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
Drawdowns
FINSX vs. SCHX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for FINSX and SCHX.
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Drawdown Indicators
| FINSX | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -34.33% | -13.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -12.19% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -25.41% | -6.44% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | -34.33% | +2.38% |
Current DrawdownCurrent decline from peak | -7.15% | -5.67% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -4.00% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.62% | +0.09% |
Volatility
FINSX vs. SCHX - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) has a higher volatility of 6.65% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.36%. This indicates that FINSX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINSX | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 5.36% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 9.67% | +1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 18.33% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 17.13% | +1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 18.13% | +1.11% |