FPUKX vs. SCHD
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Schwab U.S. Dividend Equity ETF (SCHD).
FPUKX is managed by Fidelity. It was launched on May 9, 2008. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
FPUKX vs. SCHD - Performance Comparison
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FPUKX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | -1.23% | 12.31% | 19.03% | 20.26% | -17.26% | 18.99% | 20.70% | 21.40% | -4.15% | 18.37% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, FPUKX achieves a -1.23% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, FPUKX has underperformed SCHD with an annualized return of 10.61%, while SCHD has yielded a comparatively higher 12.25% annualized return.
FPUKX
- 1D
- 2.39%
- 1M
- -4.03%
- YTD
- -1.23%
- 6M
- 1.27%
- 1Y
- 14.86%
- 3Y*
- 14.58%
- 5Y*
- 8.13%
- 10Y*
- 10.61%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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FPUKX vs. SCHD - Expense Ratio Comparison
FPUKX has a 0.43% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
FPUKX vs. SCHD — Risk / Return Rank
FPUKX
SCHD
FPUKX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Schwab U.S. Dividend Equity ETF (SCHD). 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.
| FPUKX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.88 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.32 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.05 | +0.64 |
Martin ratioReturn relative to average drawdown | 7.16 | 3.55 | +3.61 |
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
| FPUKX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.88 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.58 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.84 | -0.18 |
Correlation
The correlation between FPUKX and SCHD is 0.75, 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
FPUKX vs. SCHD - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 6.99%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 6.99% | 6.91% | 11.37% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 3.84% | 3.82% | 7.60% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
FPUKX vs. SCHD - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.81%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FPUKX and SCHD.
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Drawdown Indicators
| FPUKX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.81% | -33.37% | -4.44% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -12.74% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -16.85% | -5.67% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -33.37% | +9.46% |
Current DrawdownCurrent decline from peak | -5.03% | -3.43% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.34% | -1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 3.75% | -1.76% |
Volatility
FPUKX vs. SCHD - Volatility Comparison
Fidelity Puritan Fund Class K (FPUKX) has a higher volatility of 4.72% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that FPUKX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPUKX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 2.33% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 7.96% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 15.69% | -3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 14.40% | -1.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 16.70% | -3.65% |