FSIDX vs. SCHD
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Schwab US Dividend Equity ETF (SCHD).
FSIDX 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSIDX or SCHD.
Key characteristics
| FSIDX | SCHD | |
|---|---|---|
| YTD Return | 15.12% | 17.07% |
| 1Y Return | 21.41% | 29.98% |
| 3Y Return (Ann) | 1.32% | 6.85% |
| 5Y Return (Ann) | 5.40% | 12.79% |
| 10Y Return (Ann) | 5.07% | 11.62% |
| Sharpe Ratio | 2.47 | 2.64 |
| Sortino Ratio | 3.41 | 3.81 |
| Omega Ratio | 1.47 | 1.47 |
| Calmar Ratio | 1.38 | 2.92 |
| Martin Ratio | 14.15 | 14.57 |
| Ulcer Index | 1.51% | 2.04% |
| Daily Std Dev | 8.62% | 11.26% |
| Max Drawdown | -58.58% | -33.37% |
| Current Drawdown | -0.94% | -0.86% |
Correlation
The correlation between FSIDX 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.
Performance
FSIDX vs. SCHD - Performance Comparison
In the year-to-date period, FSIDX achieves a 15.12% return, which is significantly lower than SCHD's 17.07% return. Over the past 10 years, FSIDX has underperformed SCHD with an annualized return of 5.07%, while SCHD has yielded a comparatively higher 11.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSIDX vs. SCHD - Expense Ratio Comparison
FSIDX has a 0.72% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FSIDX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) 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
FSIDX vs. SCHD - Dividend Comparison
FSIDX's dividend yield for the trailing twelve months is around 2.55%, less than SCHD's 3.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 2.55% | 2.80% | 2.63% | 2.20% | 2.64% | 2.16% | 3.34% | 2.72% | 2.77% | 4.39% | 9.15% | 3.90% |
SCHD Schwab US Dividend Equity ETF | 3.38% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FSIDX vs. SCHD - Drawdown Comparison
The maximum FSIDX drawdown since its inception was -58.58%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FSIDX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FSIDX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) is 2.41%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.51%. This indicates that FSIDX 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.