FSDIX vs. SCHD
Compare and contrast key facts about Fidelity Strategic Dividend & Income Fund (FSDIX) and Schwab U.S. Dividend Equity ETF (SCHD).
FSDIX is managed by Fidelity. It was launched on Dec 23, 2003. 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.
Performance
FSDIX vs. SCHD - Performance Comparison
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FSDIX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 3.35% | 6.52% | 11.52% | 9.45% | -9.84% | 19.03% | 11.23% | 22.50% | -4.33% | 11.23% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, FSDIX achieves a 3.35% return, which is significantly lower than SCHD's 12.79% return. Over the past 10 years, FSDIX has underperformed SCHD with an annualized return of 8.58%, while SCHD has yielded a comparatively higher 12.31% annualized return.
FSDIX
- 1D
- -0.27%
- 1M
- -5.65%
- YTD
- 3.35%
- 6M
- -0.38%
- 1Y
- 8.54%
- 3Y*
- 9.57%
- 5Y*
- 6.48%
- 10Y*
- 8.58%
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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FSDIX vs. SCHD - Expense Ratio Comparison
FSDIX has a 0.68% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
FSDIX vs. SCHD — Risk / Return Rank
FSDIX
SCHD
FSDIX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Dividend & Income Fund (FSDIX) and Schwab U.S. 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.
| FSDIX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.89 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.35 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.19 | -0.35 |
Martin ratioReturn relative to average drawdown | 3.41 | 3.99 | -0.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSDIX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.89 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.59 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.74 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.84 | -0.34 |
Correlation
The correlation between FSDIX and SCHD is 0.89, 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.
Dividends
FSDIX vs. SCHD - Dividend Comparison
FSDIX's dividend yield for the trailing twelve months is around 1.74%, less than SCHD's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 1.74% | 1.80% | 5.27% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 6.57% | 4.92% | 6.38% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
FSDIX vs. SCHD - Drawdown Comparison
The maximum FSDIX drawdown since its inception was -58.92%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FSDIX and SCHD.
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Drawdown Indicators
| FSDIX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.92% | -33.37% | -25.55% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -12.74% | +3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -16.85% | -0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -29.99% | -33.37% | +3.38% |
Current DrawdownCurrent decline from peak | -5.75% | -2.89% | -2.86% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -3.34% | -3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.89% | -1.54% |
Volatility
FSDIX vs. SCHD - Volatility Comparison
Fidelity Strategic Dividend & Income Fund (FSDIX) has a higher volatility of 3.31% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that FSDIX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSDIX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 2.40% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 7.96% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.16% | 15.74% | -2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.23% | 14.40% | -3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.55% | 16.70% | -4.15% |