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 0.83, 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
FOCSX vs. SCHX - Performance Comparison
Key characteristics
FOCSX:
0.12
SCHX:
0.79
FOCSX:
0.35
SCHX:
1.20
FOCSX:
1.04
SCHX:
1.18
FOCSX:
0.11
SCHX:
0.81
FOCSX:
0.33
SCHX:
3.16
FOCSX:
9.22%
SCHX:
4.87%
FOCSX:
25.45%
SCHX:
19.46%
FOCSX:
-38.79%
SCHX:
-34.33%
FOCSX:
-16.97%
SCHX:
-8.05%
Returns By Period
In the year-to-date period, FOCSX achieves a -9.20% return, which is significantly lower than SCHX's -3.69% return.
FOCSX
-9.20%
12.83%
-9.31%
0.56%
11.27%
N/A
SCHX
-3.69%
11.58%
-0.49%
12.94%
17.29%
13.64%
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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 1.72%, more than SCHX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | 1.72% | 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 | 1.27% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
FOCSX vs. SCHX - Drawdown Comparison
The maximum FOCSX drawdown since its inception was -38.79%, 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) and Schwab U.S. Large-Cap ETF (SCHX) have volatilities of 13.49% and 13.00%, 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.