FMFMX vs. SCHD
Compare and contrast key facts about Fidelity Advisor Series Equity Growth Fund (FMFMX) and Schwab US Dividend Equity ETF (SCHD).
FMFMX is managed by Fidelity. It was launched on Jun 6, 2014. 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: FMFMX or SCHD.
Correlation
The correlation between FMFMX and SCHD is 0.83, 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
FMFMX vs. SCHD - Performance Comparison
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Key characteristics
FMFMX:
-0.35
SCHD:
0.10
FMFMX:
-0.21
SCHD:
0.30
FMFMX:
0.96
SCHD:
1.04
FMFMX:
-0.27
SCHD:
0.13
FMFMX:
-0.60
SCHD:
0.42
FMFMX:
17.53%
SCHD:
5.06%
FMFMX:
31.94%
SCHD:
16.29%
FMFMX:
-41.61%
SCHD:
-33.37%
FMFMX:
-24.35%
SCHD:
-10.33%
Returns By Period
In the year-to-date period, FMFMX achieves a 0.19% return, which is significantly higher than SCHD's -3.97% return. Over the past 10 years, FMFMX has underperformed SCHD with an annualized return of 4.36%, while SCHD has yielded a comparatively higher 10.36% annualized return.
FMFMX
0.19%
13.45%
-21.91%
-10.98%
2.66%
4.36%
SCHD
-3.97%
1.56%
-8.72%
1.64%
13.44%
10.36%
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FMFMX vs. SCHD - Expense Ratio Comparison
FMFMX has a 0.00% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FMFMX vs. SCHD — Risk-Adjusted Performance Rank
FMFMX
SCHD
FMFMX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Equity Growth Fund (FMFMX) 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
FMFMX vs. SCHD - Dividend Comparison
FMFMX's dividend yield for the trailing twelve months is around 0.68%, less than SCHD's 4.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMFMX Fidelity Advisor Series Equity Growth Fund | 0.68% | 0.69% | 0.72% | 0.94% | 1.21% | 0.78% | 0.92% | 1.09% | 0.66% | 0.12% | 0.21% | 0.06% |
SCHD Schwab US Dividend Equity ETF | 4.00% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FMFMX vs. SCHD - Drawdown Comparison
The maximum FMFMX drawdown since its inception was -41.61%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FMFMX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
FMFMX vs. SCHD - Volatility Comparison
Fidelity Advisor Series Equity Growth Fund (FMFMX) has a higher volatility of 7.30% compared to Schwab US Dividend Equity ETF (SCHD) at 4.92%. This indicates that FMFMX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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