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.
Correlation
The correlation between FSCFX and DIVO is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSCFX vs. DIVO - Performance Comparison
Key characteristics
Returns By Period
FSCFX
N/A
N/A
N/A
N/A
N/A
N/A
DIVO
5.21%
2.53%
9.20%
18.61%
12.01%
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.
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 4.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCFX Strategic Advisers Small-Mid Cap Fund | 9.61% | 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 | 4.53% | 4.70% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSCFX vs. DIVO - Drawdown Comparison
Volatility
FSCFX vs. DIVO - Volatility Comparison
The current volatility for Strategic Advisers Small-Mid Cap Fund (FSCFX) is 0.00%, while Amplify CWP Enhanced Dividend Income ETF (DIVO) has a volatility of 2.06%. This indicates that FSCFX experiences smaller price fluctuations and is considered to be less risky than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.