Correlation
The correlation between FIVOX and SCHD is 0.74, 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.
FIVOX vs. SCHD
Compare and contrast key facts about Fidelity Advisor International Value Fund Class C (FIVOX) and Schwab US Dividend Equity ETF (SCHD).
FIVOX is managed by Fidelity. It was launched on May 18, 2006. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIVOX or SCHD.
Performance
FIVOX vs. SCHD - Performance Comparison
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Key characteristics
FIVOX:
1.06
SCHD:
0.35
FIVOX:
1.40
SCHD:
0.56
FIVOX:
1.20
SCHD:
1.07
FIVOX:
1.22
SCHD:
0.33
FIVOX:
3.80
SCHD:
0.99
FIVOX:
4.65%
SCHD:
5.36%
FIVOX:
17.83%
SCHD:
16.40%
FIVOX:
-64.96%
SCHD:
-33.37%
FIVOX:
-0.48%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, FIVOX achieves a 23.60% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, FIVOX has underperformed SCHD with an annualized return of 5.07%, while SCHD has yielded a comparatively higher 10.58% annualized return.
FIVOX
23.60%
5.36%
19.22%
18.78%
13.19%
14.99%
5.07%
SCHD
-3.35%
1.36%
-9.75%
5.67%
3.71%
12.22%
10.58%
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FIVOX vs. SCHD - Expense Ratio Comparison
FIVOX has a 2.05% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FIVOX vs. SCHD — Risk-Adjusted Performance Rank
FIVOX
SCHD
FIVOX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Value Fund Class C (FIVOX) 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.
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Dividends
FIVOX vs. SCHD - Dividend Comparison
FIVOX's dividend yield for the trailing twelve months is around 1.23%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVOX Fidelity Advisor International Value Fund Class C | 1.23% | 1.52% | 1.04% | 0.78% | 2.89% | 0.92% | 2.34% | 1.81% | 0.62% | 1.53% | 0.24% | 2.82% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FIVOX vs. SCHD - Drawdown Comparison
The maximum FIVOX drawdown since its inception was -64.96%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FIVOX and SCHD.
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Volatility
FIVOX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Advisor International Value Fund Class C (FIVOX) is 3.06%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that FIVOX 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.
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