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.
Performance
FOCSX vs. SCHX - Performance Comparison
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FOCSX vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | -0.57% | 11.33% | 21.04% | 19.62% | -25.01% | 10.50% | 37.44% | 36.25% | -4.60% | 16.21% |
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 12.09% |
Returns By Period
In the year-to-date period, FOCSX achieves a -0.57% return, which is significantly higher than SCHX's -3.70% return.
FOCSX
- 1D
- 4.97%
- 1M
- -6.38%
- YTD
- -0.57%
- 6M
- 2.36%
- 1Y
- 24.30%
- 3Y*
- 14.35%
- 5Y*
- 4.50%
- 10Y*
- —
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
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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.
Return for Risk
FOCSX vs. SCHX — Risk / Return Rank
FOCSX
SCHX
FOCSX vs. SCHX - Risk-Adjusted Trends 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.
| FOCSX | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.98 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.50 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.51 | +0.01 |
Martin ratioReturn relative to average drawdown | 5.74 | 7.02 | -1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOCSX | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.98 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.66 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.80 | -0.29 |
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.
Dividends
FOCSX vs. SCHX - Dividend Comparison
FOCSX's dividend yield for the trailing twelve months is around 2.76%, more than SCHX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | 2.76% | 2.74% | 2.26% | 0.23% | 0.05% | 31.03% | 2.78% | 0.00% | 2.47% | 0.09% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
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.
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Drawdown Indicators
| FOCSX | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -34.33% | -4.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -12.19% | -1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -38.79% | -25.41% | -13.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.33% | — |
Current DrawdownCurrent decline from peak | -8.65% | -5.67% | -2.98% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -4.00% | -7.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.62% | +1.04% |
Volatility
FOCSX vs. SCHX - Volatility Comparison
Fidelity Small Cap Growth K6 Fund (FOCSX) has a higher volatility of 9.91% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.36%. 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.
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Volatility by Period
| FOCSX | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.91% | 5.36% | +4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 16.86% | 9.67% | +7.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.14% | 18.33% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 17.13% | +6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.61% | 18.13% | +5.48% |