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 0.90, 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.
Performance
FMIHX vs. SCHX - Performance Comparison
Loading data...
Key characteristics
FMIHX:
-0.50
SCHX:
0.74
FMIHX:
-0.45
SCHX:
1.26
FMIHX:
0.93
SCHX:
1.19
FMIHX:
-0.21
SCHX:
0.86
FMIHX:
-0.76
SCHX:
3.26
FMIHX:
10.86%
SCHX:
5.00%
FMIHX:
19.13%
SCHX:
19.69%
FMIHX:
-49.20%
SCHX:
-34.33%
FMIHX:
-32.25%
SCHX:
-3.51%
Returns By Period
In the year-to-date period, FMIHX achieves a 2.34% return, which is significantly higher than SCHX's 1.07% return. Over the past 10 years, FMIHX has underperformed SCHX with an annualized return of -3.11%, while SCHX has yielded a comparatively higher 14.09% annualized return.
FMIHX
2.34%
4.64%
-12.93%
-9.51%
-0.46%
-3.11%
SCHX
1.07%
10.14%
0.03%
14.35%
18.24%
14.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
FMIHX vs. SCHX - Dividend Comparison
FMIHX's dividend yield for the trailing twelve months is around 0.59%, less than SCHX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIHX FMI Large Cap Fund | 0.59% | 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 | 1.21% | 1.22% | 1.39% | 1.64% | 1.21% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
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.
Loading data...
Volatility
FMIHX vs. SCHX - Volatility Comparison
The current volatility for FMI Large Cap Fund (FMIHX) is 4.99%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 6.11%. This indicates that FMIHX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...