FSVLX vs. SCHG
Compare and contrast key facts about Fidelity Select Fintech Portfolio (FSVLX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FSVLX is managed by Fidelity. It was launched on Dec 16, 1985. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSVLX or SCHG.
Correlation
The correlation between FSVLX and SCHG is 0.82, 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
FSVLX vs. SCHG - Performance Comparison
Key characteristics
FSVLX:
0.44
SCHG:
0.60
FSVLX:
0.78
SCHG:
0.98
FSVLX:
1.11
SCHG:
1.14
FSVLX:
0.39
SCHG:
0.64
FSVLX:
1.70
SCHG:
2.22
FSVLX:
6.27%
SCHG:
6.72%
FSVLX:
24.34%
SCHG:
24.97%
FSVLX:
-83.28%
SCHG:
-34.59%
FSVLX:
-12.78%
SCHG:
-12.59%
Returns By Period
In the year-to-date period, FSVLX achieves a -5.73% return, which is significantly higher than SCHG's -8.73% return. Over the past 10 years, FSVLX has underperformed SCHG with an annualized return of 7.02%, while SCHG has yielded a comparatively higher 15.04% annualized return.
FSVLX
-5.73%
0.44%
1.05%
9.93%
13.35%
7.02%
SCHG
-8.73%
1.56%
-5.05%
12.49%
18.01%
15.04%
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FSVLX vs. SCHG - Expense Ratio Comparison
FSVLX has a 0.81% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FSVLX vs. SCHG — Risk-Adjusted Performance Rank
FSVLX
SCHG
FSVLX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Fintech Portfolio (FSVLX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
FSVLX vs. SCHG - Dividend Comparison
FSVLX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSVLX Fidelity Select Fintech Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 19.25% | 1.93% | 1.77% | 8.59% | 1.58% | 3.84% | 10.55% | 25.66% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.45% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FSVLX vs. SCHG - Drawdown Comparison
The maximum FSVLX drawdown since its inception was -83.28%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FSVLX and SCHG. For additional features, visit the drawdowns tool.
Volatility
FSVLX vs. SCHG - Volatility Comparison
Fidelity Select Fintech Portfolio (FSVLX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 16.23% and 16.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.