Correlation
The correlation between FSAAX 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.
FSAAX vs. SCHD
Compare and contrast key facts about Fidelity Advisor Asset Manager 60% Fund Class A (FSAAX) and Schwab US Dividend Equity ETF (SCHD).
FSAAX is managed by Blackrock. It was launched on Oct 9, 2007. 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: FSAAX or SCHD.
Performance
FSAAX vs. SCHD - Performance Comparison
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Key characteristics
FSAAX:
0.79
SCHD:
0.35
FSAAX:
1.03
SCHD:
0.56
FSAAX:
1.14
SCHD:
1.07
FSAAX:
0.72
SCHD:
0.33
FSAAX:
3.03
SCHD:
0.99
FSAAX:
2.61%
SCHD:
5.36%
FSAAX:
11.48%
SCHD:
16.40%
FSAAX:
-41.50%
SCHD:
-33.37%
FSAAX:
-0.25%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, FSAAX achieves a 3.63% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, FSAAX has underperformed SCHD with an annualized return of 6.26%, while SCHD has yielded a comparatively higher 10.58% annualized return.
FSAAX
3.63%
3.30%
0.82%
8.40%
7.05%
7.55%
6.26%
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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FSAAX vs. SCHD - Expense Ratio Comparison
FSAAX has a 1.00% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FSAAX vs. SCHD — Risk-Adjusted Performance Rank
FSAAX
SCHD
FSAAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 60% Fund Class A (FSAAX) 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
FSAAX vs. SCHD - Dividend Comparison
FSAAX's dividend yield for the trailing twelve months is around 2.89%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAAX Fidelity Advisor Asset Manager 60% Fund Class A | 2.89% | 2.99% | 1.64% | 4.12% | 2.27% | 1.60% | 3.83% | 4.15% | 2.66% | 1.24% | 3.80% | 6.11% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FSAAX vs. SCHD - Drawdown Comparison
The maximum FSAAX drawdown since its inception was -41.50%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FSAAX and SCHD.
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Volatility
FSAAX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 60% Fund Class A (FSAAX) is 2.36%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that FSAAX 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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