FMIHX vs. SCHX
Compare and contrast key facts about FMI Large Cap Fund (FMIHX) and Schwab U.S. Large-Cap ETF (SCHX).
FMIHX is managed by FMI Funds. It was launched on Dec 31, 2001. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMIHX or SCHX.
Correlation
The correlation between FMIHX and SCHX is 0.89, 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
FMIHX vs. SCHX - Performance Comparison
Key characteristics
FMIHX:
-0.00
SCHX:
1.92
FMIHX:
0.09
SCHX:
2.57
FMIHX:
1.02
SCHX:
1.35
FMIHX:
-0.00
SCHX:
2.89
FMIHX:
-0.01
SCHX:
11.83
FMIHX:
6.62%
SCHX:
2.09%
FMIHX:
15.62%
SCHX:
12.87%
FMIHX:
-49.20%
SCHX:
-34.33%
FMIHX:
-31.20%
SCHX:
-0.41%
Returns By Period
In the year-to-date period, FMIHX achieves a 3.92% return, which is significantly lower than SCHX's 4.31% return. Over the past 10 years, FMIHX has underperformed SCHX with an annualized return of -2.68%, while SCHX has yielded a comparatively higher 15.70% annualized return.
FMIHX
3.92%
0.47%
-9.42%
-0.32%
-4.50%
-2.68%
SCHX
4.31%
1.00%
11.05%
25.42%
16.39%
15.70%
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FMIHX vs. SCHX - Expense Ratio Comparison
FMIHX has a 0.82% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
FMIHX vs. SCHX — Risk-Adjusted Performance Rank
FMIHX
SCHX
FMIHX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Large Cap Fund (FMIHX) 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.
Dividends
FMIHX vs. SCHX - Dividend Comparison
FMIHX's dividend yield for the trailing twelve months is around 0.58%, less than SCHX's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIHX FMI Large Cap Fund | 0.58% | 0.60% | 0.95% | 0.84% | 0.80% | 1.56% | 0.86% | 1.65% | 0.79% | 1.16% | 1.12% | 11.37% |
SCHX Schwab U.S. Large-Cap ETF | 2.28% | 2.38% | 2.87% | 2.31% | 3.04% | 4.92% | 2.57% | 2.45% | 3.40% | 2.83% | 4.18% | 4.45% |
Drawdowns
FMIHX vs. SCHX - Drawdown Comparison
The maximum FMIHX drawdown since its inception was -49.20%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for FMIHX and SCHX. For additional features, visit the drawdowns tool.
Volatility
FMIHX vs. SCHX - Volatility Comparison
FMI Large Cap Fund (FMIHX) and Schwab U.S. Large-Cap ETF (SCHX) have volatilities of 3.01% and 2.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.