FOCSX vs. SCHX
Compare and contrast key facts about Fidelity Small Cap Growth K6 Fund (FOCSX) and Schwab U.S. Large-Cap ETF (SCHX).
FOCSX is managed by Fidelity. It was launched on May 25, 2017. 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: FOCSX or SCHX.
Correlation
The correlation between FOCSX and SCHX is 0.85, 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
FOCSX vs. SCHX - Performance Comparison
Key characteristics
FOCSX:
-0.38
SCHX:
0.40
FOCSX:
-0.38
SCHX:
0.61
FOCSX:
0.95
SCHX:
1.08
FOCSX:
-0.25
SCHX:
0.49
FOCSX:
-1.25
SCHX:
1.86
FOCSX:
6.75%
SCHX:
3.23%
FOCSX:
22.12%
SCHX:
15.03%
FOCSX:
-51.13%
SCHX:
-34.33%
FOCSX:
-34.20%
SCHX:
-12.39%
Returns By Period
In the year-to-date period, FOCSX achieves a -15.26% return, which is significantly lower than SCHX's -8.23% return.
FOCSX
-15.26%
-8.93%
-14.06%
-9.10%
7.23%
N/A
SCHX
-8.23%
-6.66%
-4.66%
5.85%
19.50%
13.25%
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FOCSX vs. SCHX - Expense Ratio Comparison
FOCSX has a 0.60% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
FOCSX vs. SCHX — Risk-Adjusted Performance Rank
FOCSX
SCHX
FOCSX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth K6 Fund (FOCSX) 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
FOCSX vs. SCHX - Dividend Comparison
FOCSX's dividend yield for the trailing twelve months is around 1.85%, less than SCHX's 2.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | 1.85% | 1.57% | 0.23% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 2.64% | 2.97% | 2.71% | 2.47% | 2.44% | 4.26% | 4.26% | 4.10% | 3.33% | 4.17% | 4.09% | 2.70% |
Drawdowns
FOCSX vs. SCHX - Drawdown Comparison
The maximum FOCSX drawdown since its inception was -51.13%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for FOCSX and SCHX. For additional features, visit the drawdowns tool.
Volatility
FOCSX vs. SCHX - Volatility Comparison
Fidelity Small Cap Growth K6 Fund (FOCSX) has a higher volatility of 10.47% compared to Schwab U.S. Large-Cap ETF (SCHX) at 7.58%. This indicates that FOCSX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.