FTIEX vs. SCHF
Compare and contrast key facts about Fidelity Total International Equity Fund (FTIEX) and Schwab International Equity ETF (SCHF).
FTIEX is managed by Fidelity. It was launched on Nov 1, 2007. SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. 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: FTIEX or SCHF.
Correlation
The correlation between FTIEX and SCHF is 0.94, 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
FTIEX vs. SCHF - Performance Comparison
Key characteristics
FTIEX:
1.29
SCHF:
1.14
FTIEX:
1.84
SCHF:
1.61
FTIEX:
1.23
SCHF:
1.20
FTIEX:
1.44
SCHF:
1.50
FTIEX:
4.67
SCHF:
3.52
FTIEX:
3.58%
SCHF:
4.13%
FTIEX:
12.94%
SCHF:
12.78%
FTIEX:
-61.67%
SCHF:
-34.64%
FTIEX:
-0.50%
SCHF:
-1.80%
Returns By Period
The year-to-date returns for both stocks are quite close, with FTIEX having a 8.08% return and SCHF slightly lower at 7.89%. Over the past 10 years, FTIEX has underperformed SCHF with an annualized return of 5.81%, while SCHF has yielded a comparatively higher 6.85% annualized return.
FTIEX
8.08%
7.14%
4.84%
14.45%
5.80%
5.81%
SCHF
7.89%
7.02%
3.22%
11.89%
8.10%
6.85%
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FTIEX vs. SCHF - Expense Ratio Comparison
FTIEX has a 1.05% expense ratio, which is higher than SCHF's 0.06% expense ratio.
Risk-Adjusted Performance
FTIEX vs. SCHF — Risk-Adjusted Performance Rank
FTIEX
SCHF
FTIEX vs. SCHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total International Equity Fund (FTIEX) and Schwab International Equity ETF (SCHF). 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
FTIEX vs. SCHF - Dividend Comparison
FTIEX's dividend yield for the trailing twelve months is around 1.46%, less than SCHF's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTIEX Fidelity Total International Equity Fund | 1.46% | 1.57% | 1.33% | 1.07% | 1.95% | 0.72% | 1.66% | 1.00% | 1.60% | 1.47% | 1.25% | 3.92% |
SCHF Schwab International Equity ETF | 3.93% | 4.24% | 4.87% | 4.75% | 4.07% | 2.08% | 3.71% | 6.12% | 2.35% | 2.58% | 2.26% | 2.90% |
Drawdowns
FTIEX vs. SCHF - Drawdown Comparison
The maximum FTIEX drawdown since its inception was -61.67%, which is greater than SCHF's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for FTIEX and SCHF. For additional features, visit the drawdowns tool.
Volatility
FTIEX vs. SCHF - Volatility Comparison
Fidelity Total International Equity Fund (FTIEX) and Schwab International Equity ETF (SCHF) have volatilities of 3.54% and 3.42%, 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.