FPURX vs. SCHD
Compare and contrast key facts about Fidelity Puritan Fund (FPURX) and Schwab US Dividend Equity ETF (SCHD).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947. 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: FPURX or SCHD.
Performance
FPURX vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, FPURX achieves a 18.47% return, which is significantly higher than SCHD's 16.58% return. Over the past 10 years, FPURX has underperformed SCHD with an annualized return of 4.66%, while SCHD has yielded a comparatively higher 11.44% annualized return.
FPURX
18.47%
-0.16%
7.63%
23.99%
5.57%
4.66%
SCHD
16.58%
-0.07%
10.53%
26.04%
12.78%
11.44%
Key characteristics
| FPURX | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.41 | 2.41 |
| Sortino Ratio | 3.38 | 3.46 |
| Omega Ratio | 1.45 | 1.42 |
| Calmar Ratio | 1.09 | 3.46 |
| Martin Ratio | 14.38 | 13.08 |
| Ulcer Index | 1.68% | 2.04% |
| Daily Std Dev | 10.05% | 11.08% |
| Max Drawdown | -33.59% | -33.37% |
| Current Drawdown | -3.62% | -1.27% |
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FPURX vs. SCHD - Expense Ratio Comparison
FPURX has a 0.50% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between FPURX and SCHD is 0.78, 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.
Risk-Adjusted Performance
FPURX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Puritan Fund (FPURX) 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.
Dividends
FPURX vs. SCHD - Dividend Comparison
FPURX's dividend yield for the trailing twelve months is around 1.72%, less than SCHD's 3.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPURX Fidelity Puritan Fund | 1.72% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
SCHD Schwab US Dividend Equity ETF | 3.39% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FPURX vs. SCHD - Drawdown Comparison
The maximum FPURX drawdown since its inception was -33.59%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FPURX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FPURX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Puritan Fund (FPURX) is 2.99%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.60%. This indicates that FPURX 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.