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.
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.
Performance
FSLSX vs. SCHX - Performance Comparison
Key characteristics
FSLSX:
0.63
SCHX:
2.23
FSLSX:
1.00
SCHX:
2.96
FSLSX:
1.12
SCHX:
1.41
FSLSX:
1.05
SCHX:
3.31
FSLSX:
2.93
SCHX:
14.49
FSLSX:
3.43%
SCHX:
1.95%
FSLSX:
15.69%
SCHX:
12.70%
FSLSX:
-68.98%
SCHX:
-34.33%
FSLSX:
-8.35%
SCHX:
-2.20%
Returns By Period
In the year-to-date period, FSLSX achieves a 9.05% return, which is significantly lower than SCHX's 27.64% return. Over the past 10 years, FSLSX has underperformed SCHX with an annualized return of 9.69%, while SCHX has yielded a comparatively higher 15.57% annualized return.
FSLSX
9.05%
-7.31%
4.80%
6.90%
11.98%
9.69%
SCHX
27.64%
-0.14%
11.56%
28.02%
16.71%
15.57%
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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 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.
Dividends
FSLSX vs. SCHX - Dividend Comparison
FSLSX's dividend yield for the trailing twelve months is around 0.58%, less than SCHX's 2.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLSX Fidelity Value Strategies Fund | 0.58% | 0.63% | 0.74% | 0.94% | 0.84% | 1.37% | 1.25% | 1.44% | 1.74% | 1.24% | 0.95% | 0.80% |
SCHX Schwab U.S. Large-Cap ETF | 2.37% | 3.54% | 3.14% | 2.51% | 1.64% | 5.47% | 6.50% | 2.65% | 4.85% | 3.17% | 3.46% | 2.58% |
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. For additional features, visit the drawdowns tool.
Volatility
FSLSX vs. SCHX - Volatility Comparison
Fidelity Value Strategies Fund (FSLSX) has a higher volatility of 4.19% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.97%. 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.