FISMX vs. SCHC
Compare and contrast key facts about Fidelity International Small Cap Fund (FISMX) and Schwab International Small-Cap Equity ETF (SCHC).
FISMX is managed by Fidelity. It was launched on Sep 18, 2002. SCHC is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). It was launched on Jan 14, 2010.
Performance
FISMX vs. SCHC - Performance Comparison
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FISMX vs. SCHC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISMX Fidelity International Small Cap Fund | -0.22% | 24.73% | 0.05% | 19.62% | -16.66% | 13.44% | 9.98% | 21.45% | -16.08% | 31.58% |
SCHC Schwab International Small-Cap Equity ETF | 4.13% | 37.59% | 1.97% | 14.36% | -21.74% | 12.02% | 10.48% | 23.10% | -18.60% | 29.42% |
Returns By Period
In the year-to-date period, FISMX achieves a -0.22% return, which is significantly lower than SCHC's 4.13% return. Both investments have delivered pretty close results over the past 10 years, with FISMX having a 8.27% annualized return and SCHC not far behind at 8.03%.
FISMX
- 1D
- 2.37%
- 1M
- -6.49%
- YTD
- -0.22%
- 6M
- 1.66%
- 1Y
- 18.09%
- 3Y*
- 11.14%
- 5Y*
- 5.35%
- 10Y*
- 8.27%
SCHC
- 1D
- 1.43%
- 1M
- -6.84%
- YTD
- 4.13%
- 6M
- 7.53%
- 1Y
- 36.78%
- 3Y*
- 15.97%
- 5Y*
- 6.55%
- 10Y*
- 8.03%
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FISMX vs. SCHC - Expense Ratio Comparison
FISMX has a 1.01% expense ratio, which is higher than SCHC's 0.11% expense ratio.
Return for Risk
FISMX vs. SCHC — Risk / Return Rank
FISMX
SCHC
FISMX vs. SCHC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Fund (FISMX) and Schwab International Small-Cap Equity ETF (SCHC). 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.
| FISMX | SCHC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 2.12 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.81 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.43 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.97 | -1.36 |
Martin ratioReturn relative to average drawdown | 5.85 | 11.87 | -6.02 |
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
| FISMX | SCHC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 2.12 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.38 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.45 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.38 | +0.33 |
Correlation
The correlation between FISMX and SCHC is 0.90, 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
FISMX vs. SCHC - Dividend Comparison
FISMX's dividend yield for the trailing twelve months is around 3.59%, more than SCHC's 3.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISMX Fidelity International Small Cap Fund | 3.59% | 3.58% | 2.64% | 1.87% | 0.70% | 7.28% | 0.83% | 2.32% | 6.14% | 2.46% | 2.70% | 2.80% |
SCHC Schwab International Small-Cap Equity ETF | 3.52% | 3.66% | 3.72% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.73% | 2.01% | 2.34% |
Drawdowns
FISMX vs. SCHC - Drawdown Comparison
The maximum FISMX drawdown since its inception was -60.94%, which is greater than SCHC's maximum drawdown of -43.94%. Use the drawdown chart below to compare losses from any high point for FISMX and SCHC.
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Drawdown Indicators
| FISMX | SCHC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.94% | -43.94% | -17.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.71% | -12.48% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -36.48% | +5.41% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | -43.94% | +5.14% |
Current DrawdownCurrent decline from peak | -8.29% | -8.01% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -10.71% | -10.13% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.12% | -0.17% |
Volatility
FISMX vs. SCHC - Volatility Comparison
The current volatility for Fidelity International Small Cap Fund (FISMX) is 6.19%, while Schwab International Small-Cap Equity ETF (SCHC) has a volatility of 7.41%. This indicates that FISMX experiences smaller price fluctuations and is considered to be less risky than SCHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISMX | SCHC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 7.41% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.00% | 11.82% | -2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.48% | 17.40% | -3.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.40% | 17.33% | -3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.95% | 17.88% | -3.93% |