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.
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
Key characteristics
FSIDX:
0.87
SCHD:
1.07
FSIDX:
1.18
SCHD:
1.59
FSIDX:
1.17
SCHD:
1.19
FSIDX:
0.66
SCHD:
1.52
FSIDX:
4.68
SCHD:
4.98
FSIDX:
1.67%
SCHD:
2.42%
FSIDX:
8.97%
SCHD:
11.24%
FSIDX:
-58.58%
SCHD:
-33.37%
FSIDX:
-8.14%
SCHD:
-6.11%
Returns By Period
In the year-to-date period, FSIDX achieves a 8.12% return, which is significantly lower than SCHD's 12.27% return. Over the past 10 years, FSIDX has underperformed SCHD with an annualized return of 4.10%, while SCHD has yielded a comparatively higher 11.00% annualized return.
FSIDX
8.12%
-7.99%
2.57%
7.78%
4.27%
4.10%
SCHD
12.27%
-5.82%
7.93%
11.99%
11.08%
11.00%
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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 1.69%, less than SCHD's 3.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 1.69% | 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 | 3.62% | 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
Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) has a higher volatility of 4.28% compared to Schwab US Dividend Equity ETF (SCHD) at 3.47%. This indicates that FSIDX'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.