Correlation
The correlation between FSCFX and DIVO is 0.79, 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.
FSCFX vs. DIVO
Compare and contrast key facts about Strategic Advisers Small-Mid Cap Fund (FSCFX) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
FSCFX is managed by Fidelity. It was launched on Jun 23, 2005. DIVO is an actively managed fund by Amplify Investments. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCFX or DIVO.
Performance
FSCFX vs. DIVO - Performance Comparison
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Key characteristics
Returns By Period
FSCFX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
DIVO
3.79%
3.36%
-1.53%
12.26%
9.75%
13.22%
N/A
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FSCFX vs. DIVO - Expense Ratio Comparison
FSCFX has a 0.42% expense ratio, which is lower than DIVO's 0.55% expense ratio.
Risk-Adjusted Performance
FSCFX vs. DIVO — Risk-Adjusted Performance Rank
FSCFX
DIVO
FSCFX vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Small-Mid Cap Fund (FSCFX) and Amplify CWP Enhanced Dividend Income ETF (DIVO). 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
FSCFX vs. DIVO - Dividend Comparison
FSCFX has not paid dividends to shareholders, while DIVO's dividend yield for the trailing twelve months is around 4.77%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCFX Strategic Advisers Small-Mid Cap Fund | 9.54% | 9.61% | 0.89% | 0.92% | 1.09% | 0.99% | 0.92% | 0.94% | 0.49% | 0.32% | 0.63% | 8.71% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.77% | 4.70% | 4.67% | 4.76% | 4.79% | 4.91% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSCFX vs. DIVO - Drawdown Comparison
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Volatility
FSCFX vs. DIVO - Volatility Comparison
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