FIRMX vs. SCHD

In the year-to-date period, FIRMX achieves a 3.62% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, FIRMX has underperformed SCHD with an annualized return of 3.23%, while SCHD has yielded a comparatively higher 10.58% annualized return.

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FIRMX has a 0.45% expense ratio, which is higher than SCHD's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement Income Fund (FIRMX) 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.

The current FIRMX Sharpe Ratio is 1.44, which is higher than the SCHD Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of FIRMX and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIRMX's dividend yield for the trailing twelve months is around 2.95%, less than SCHD's 3.97% yield.

The maximum FIRMX drawdown since its inception was -33.72%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FIRMX and SCHD.

The current volatility for Fidelity Managed Retirement Income Fund (FIRMX) is 1.11%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that FIRMX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.