FTRIX vs. SWTSX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Schwab Total Stock Market Index Fund (SWTSX).
FTRIX is managed by Fidelity. It was launched on Feb 5, 2008. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRIX or SWTSX.
Correlation
The correlation between FTRIX and SWTSX is 0.95, 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
FTRIX vs. SWTSX - Performance Comparison
Key characteristics
FTRIX:
2.20
SWTSX:
1.90
FTRIX:
2.99
SWTSX:
2.57
FTRIX:
1.41
SWTSX:
1.35
FTRIX:
3.26
SWTSX:
2.90
FTRIX:
13.33
SWTSX:
11.52
FTRIX:
2.00%
SWTSX:
2.16%
FTRIX:
12.16%
SWTSX:
13.08%
FTRIX:
-52.56%
SWTSX:
-54.70%
FTRIX:
-0.26%
SWTSX:
-0.08%
Returns By Period
In the year-to-date period, FTRIX achieves a 5.88% return, which is significantly higher than SWTSX's 4.24% return. Over the past 10 years, FTRIX has underperformed SWTSX with an annualized return of 6.94%, while SWTSX has yielded a comparatively higher 12.32% annualized return.
FTRIX
5.88%
2.33%
10.28%
24.93%
13.48%
6.94%
SWTSX
4.24%
1.93%
10.24%
23.26%
13.57%
12.32%
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FTRIX vs. SWTSX - Expense Ratio Comparison
FTRIX has a 0.65% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
FTRIX vs. SWTSX — Risk-Adjusted Performance Rank
FTRIX
SWTSX
FTRIX vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Schwab Total Stock Market Index Fund (SWTSX). 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
FTRIX vs. SWTSX - Dividend Comparison
FTRIX's dividend yield for the trailing twelve months is around 0.98%, less than SWTSX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRIX Fidelity Advisor Mega Cap Stock Fund Class I | 0.98% | 1.04% | 1.09% | 1.35% | 1.73% | 3.01% | 1.81% | 2.23% | 1.64% | 1.48% | 4.05% | 4.65% |
SWTSX Schwab Total Stock Market Index Fund | 1.19% | 1.24% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% |
Drawdowns
FTRIX vs. SWTSX - Drawdown Comparison
The maximum FTRIX drawdown since its inception was -52.56%, roughly equal to the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for FTRIX and SWTSX. For additional features, visit the drawdowns tool.
Volatility
FTRIX vs. SWTSX - Volatility Comparison
Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) has a higher volatility of 3.62% compared to Schwab Total Stock Market Index Fund (SWTSX) at 3.23%. This indicates that FTRIX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.