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:
1.14
SCHX:
2.07
FOCSX:
1.64
SCHX:
2.75
FOCSX:
1.20
SCHX:
1.38
FOCSX:
0.60
SCHX:
3.09
FOCSX:
6.59
SCHX:
13.73
FOCSX:
3.47%
SCHX:
1.93%
FOCSX:
20.12%
SCHX:
12.76%
FOCSX:
-51.13%
SCHX:
-34.33%
FOCSX:
-21.96%
SCHX:
-3.78%
Returns By Period
In the year-to-date period, FOCSX achieves a 20.77% return, which is significantly lower than SCHX's 25.58% return.
FOCSX
20.77%
-4.19%
9.64%
25.08%
4.25%
N/A
SCHX
25.58%
-0.27%
8.98%
25.64%
16.37%
15.47%
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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 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 1.33%, less than SCHX's 1.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | 1.33% | 0.23% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.81% | 2.71% | 4.08% | 3.61% | 2.38% | 4.61% | 5.31% | 5.10% | 3.51% | 4.98% | 2.60% | 2.58% |
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 6.13% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.79%. 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.