FSMAX vs. SCHD
Compare and contrast key facts about Fidelity Extended Market Index Fund (FSMAX) and Schwab US Dividend Equity ETF (SCHD).
FSMAX is managed by Fidelity. 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: FSMAX or SCHD.
Correlation
The correlation between FSMAX and SCHD is 1.00, 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
FSMAX vs. SCHD - Performance Comparison
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Key characteristics
FSMAX:
18.16%
SCHD:
10.77%
FSMAX:
-0.89%
SCHD:
-0.97%
FSMAX:
-0.06%
SCHD:
-0.27%
Returns By Period
FSMAX
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SCHD
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FSMAX vs. SCHD - Expense Ratio Comparison
FSMAX has a 0.04% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FSMAX vs. SCHD — Risk-Adjusted Performance Rank
FSMAX
SCHD
FSMAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Extended Market Index Fund (FSMAX) 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.
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Dividends
FSMAX vs. SCHD - Dividend Comparison
FSMAX's dividend yield for the trailing twelve months is around 0.52%, less than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMAX Fidelity Extended Market Index Fund | 0.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSMAX vs. SCHD - Drawdown Comparison
The maximum FSMAX drawdown since its inception was -0.89%, smaller than the maximum SCHD drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for FSMAX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
FSMAX vs. SCHD - Volatility Comparison
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