FUSIX vs. SCHD
Compare and contrast key facts about Strategic Advisers Fidelity International Fund (FUSIX) and Schwab US Dividend Equity ETF (SCHD).
FUSIX is managed by Fidelity. It was launched on Mar 8, 2007. 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: FUSIX or SCHD.
Performance
FUSIX vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, FUSIX achieves a 6.11% return, which is significantly lower than SCHD's 15.93% return. Over the past 10 years, FUSIX has underperformed SCHD with an annualized return of 4.72%, while SCHD has yielded a comparatively higher 11.46% annualized return.
FUSIX
6.11%
-4.96%
-2.78%
13.90%
4.92%
4.72%
SCHD
15.93%
-0.59%
9.36%
25.99%
12.42%
11.46%
Key characteristics
| FUSIX | SCHD | |
|---|---|---|
| Sharpe Ratio | 1.12 | 2.25 |
| Sortino Ratio | 1.60 | 3.25 |
| Omega Ratio | 1.20 | 1.39 |
| Calmar Ratio | 0.92 | 3.05 |
| Martin Ratio | 5.51 | 12.25 |
| Ulcer Index | 2.52% | 2.04% |
| Daily Std Dev | 12.40% | 11.09% |
| Max Drawdown | -34.30% | -33.37% |
| Current Drawdown | -8.23% | -1.82% |
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FUSIX vs. SCHD - Expense Ratio Comparison
FUSIX has a 0.54% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between FUSIX and SCHD is 0.71, 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.
Risk-Adjusted Performance
FUSIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity International Fund (FUSIX) 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
FUSIX vs. SCHD - Dividend Comparison
FUSIX's dividend yield for the trailing twelve months is around 2.43%, less than SCHD's 3.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 2.43% | 2.43% | 2.11% | 1.97% | 0.68% | 1.72% | 1.64% | 1.02% | 1.56% | 1.60% | 2.21% | 2.71% |
SCHD Schwab US Dividend Equity ETF | 3.41% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FUSIX vs. SCHD - Drawdown Comparison
The maximum FUSIX drawdown since its inception was -34.30%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FUSIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FUSIX vs. SCHD - Volatility Comparison
Strategic Advisers Fidelity International Fund (FUSIX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.67% and 3.55%, 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.