FPUKX vs. SCHD
Compare and contrast key facts about Fidelity Puritan Fund Class K (FPUKX) and Schwab US 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPUKX or SCHD.
Correlation
The correlation between FPUKX and SCHD 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
FPUKX vs. SCHD - Performance Comparison
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Key characteristics
FPUKX:
-0.24
SCHD:
0.08
FPUKX:
-0.19
SCHD:
0.32
FPUKX:
0.97
SCHD:
1.04
FPUKX:
-0.16
SCHD:
0.15
FPUKX:
-0.53
SCHD:
0.49
FPUKX:
6.41%
SCHD:
4.96%
FPUKX:
15.47%
SCHD:
16.03%
FPUKX:
-37.26%
SCHD:
-33.37%
FPUKX:
-14.63%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, FPUKX achieves a -3.47% return, which is significantly higher than SCHD's -4.97% return. Over the past 10 years, FPUKX has underperformed SCHD with an annualized return of 3.09%, while SCHD has yielded a comparatively higher 10.39% annualized return.
FPUKX
-3.47%
5.21%
-6.23%
-3.60%
3.00%
3.09%
SCHD
-4.97%
3.04%
-9.89%
1.08%
12.64%
10.39%
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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.
Risk-Adjusted Performance
FPUKX vs. SCHD — Risk-Adjusted Performance Rank
FPUKX
SCHD
FPUKX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund Class K (FPUKX) and Schwab US 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.
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Dividends
FPUKX vs. SCHD - Dividend Comparison
FPUKX's dividend yield for the trailing twelve months is around 1.92%, less than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPUKX Fidelity Puritan Fund Class K | 1.92% | 1.81% | 1.78% | 1.70% | 1.09% | 1.17% | 1.61% | 1.93% | 1.42% | 1.86% | 8.08% | 9.90% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FPUKX vs. SCHD - Drawdown Comparison
The maximum FPUKX drawdown since its inception was -37.26%, 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. For additional features, visit the drawdowns tool.
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Volatility
FPUKX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Puritan Fund Class K (FPUKX) is 4.28%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 5.61%. This indicates that FPUKX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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