FSST vs. SCHD
Compare and contrast key facts about Fidelity Sustainability U.S. Equity ETF (FSST) and Schwab US Dividend Equity ETF (SCHD).
FSST and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FSST is a passively managed fund by Fidelity that tracks the performance of the Russell 3000. It was launched on Jun 15, 2021. 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. Both FSST and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSST or SCHD.
Correlation
The correlation between FSST and SCHD is 0.78, 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
FSST vs. SCHD - Performance Comparison
Key characteristics
FSST:
1.42
SCHD:
1.27
FSST:
2.00
SCHD:
1.87
FSST:
1.26
SCHD:
1.22
FSST:
2.20
SCHD:
1.82
FSST:
7.47
SCHD:
4.66
FSST:
2.40%
SCHD:
3.11%
FSST:
12.61%
SCHD:
11.39%
FSST:
-26.30%
SCHD:
-33.37%
FSST:
-2.10%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, FSST achieves a 2.40% return, which is significantly lower than SCHD's 3.66% return.
FSST
2.40%
-0.02%
7.40%
18.49%
N/A
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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FSST vs. SCHD - Expense Ratio Comparison
FSST has a 0.59% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FSST vs. SCHD — Risk-Adjusted Performance Rank
FSST
SCHD
FSST vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainability U.S. Equity ETF (FSST) 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
FSST vs. SCHD - Dividend Comparison
FSST's dividend yield for the trailing twelve months is around 1.96%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSST Fidelity Sustainability U.S. Equity ETF | 1.96% | 2.01% | 0.68% | 1.00% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FSST vs. SCHD - Drawdown Comparison
The maximum FSST drawdown since its inception was -26.30%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FSST and SCHD. For additional features, visit the drawdowns tool.
Volatility
FSST vs. SCHD - Volatility Comparison
The current volatility for Fidelity Sustainability U.S. Equity ETF (FSST) is 2.51%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that FSST 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.