Correlation
The correlation between FSLSX and SCHX is 0.87, 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.
FSLSX vs. SCHX
Compare and contrast key facts about Fidelity Value Strategies Fund (FSLSX) and Schwab U.S. Large-Cap ETF (SCHX).
FSLSX is managed by Fidelity. It was launched on Dec 31, 1983. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLSX or SCHX.
Performance
FSLSX vs. SCHX - Performance Comparison
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Key characteristics
FSLSX:
-0.54
SCHX:
0.81
FSLSX:
-0.64
SCHX:
1.13
FSLSX:
0.91
SCHX:
1.16
FSLSX:
-0.40
SCHX:
0.75
FSLSX:
-0.94
SCHX:
2.83
FSLSX:
14.02%
SCHX:
5.06%
FSLSX:
23.88%
SCHX:
19.83%
FSLSX:
-68.98%
SCHX:
-34.33%
FSLSX:
-22.57%
SCHX:
-3.75%
Returns By Period
In the year-to-date period, FSLSX achieves a -7.64% return, which is significantly lower than SCHX's 0.81% return. Over the past 10 years, FSLSX has underperformed SCHX with an annualized return of 1.92%, while SCHX has yielded a comparatively higher 14.11% annualized return.
FSLSX
-7.64%
4.44%
-22.21%
-13.83%
0.31%
11.44%
1.92%
SCHX
0.81%
5.62%
-1.86%
15.05%
15.70%
16.65%
14.11%
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FSLSX vs. SCHX - Expense Ratio Comparison
FSLSX has a 0.86% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
FSLSX vs. SCHX — Risk-Adjusted Performance Rank
FSLSX
SCHX
FSLSX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Strategies Fund (FSLSX) and Schwab U.S. Large-Cap ETF (SCHX). 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
FSLSX vs. SCHX - Dividend Comparison
FSLSX's dividend yield for the trailing twelve months is around 11.27%, more than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLSX Fidelity Value Strategies Fund | 11.27% | 10.41% | 2.49% | 2.13% | 7.29% | 0.84% | 4.84% | 14.59% | 8.02% | 21.45% | 1.26% | 0.97% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
FSLSX vs. SCHX - Drawdown Comparison
The maximum FSLSX drawdown since its inception was -68.98%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for FSLSX and SCHX.
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Volatility
FSLSX vs. SCHX - Volatility Comparison
Fidelity Value Strategies Fund (FSLSX) has a higher volatility of 6.62% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.87%. This indicates that FSLSX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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