LGILX vs. FDVV
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and Fidelity High Dividend ETF (FDVV).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. FDVV is a passively managed fund by Fidelity that tracks the performance of the Fidelity Core Dividend Index. It was launched on Sep 12, 2016.
Performance
LGILX vs. FDVV - Performance Comparison
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LGILX vs. FDVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | -11.81% | -0.54% | 31.98% | 48.08% | -38.11% | 20.06% | 38.40% | 32.59% | 2.00% | 33.89% |
FDVV Fidelity High Dividend ETF | -1.78% | 17.08% | 21.81% | 18.00% | -4.21% | 29.24% | 2.80% | 24.07% | -1.26% | 14.00% |
Returns By Period
In the year-to-date period, LGILX achieves a -11.81% return, which is significantly lower than FDVV's -1.78% return.
LGILX
- 1D
- -0.65%
- 1M
- -8.59%
- YTD
- -11.81%
- 6M
- -22.46%
- 1Y
- -2.73%
- 3Y*
- 13.55%
- 5Y*
- 4.94%
- 10Y*
- 12.85%
FDVV
- 1D
- 2.35%
- 1M
- -5.66%
- YTD
- -1.78%
- 6M
- 0.65%
- 1Y
- 14.82%
- 3Y*
- 16.89%
- 5Y*
- 12.68%
- 10Y*
- —
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LGILX vs. FDVV - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than FDVV's 0.29% expense ratio.
Return for Risk
LGILX vs. FDVV — Risk / Return Rank
LGILX
FDVV
LGILX vs. FDVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Fidelity High Dividend ETF (FDVV). 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.
| LGILX | FDVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.97 | -1.08 |
Sortino ratioReturn per unit of downside risk | 0.04 | 1.41 | -1.38 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.23 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | 1.29 | -1.59 |
Martin ratioReturn relative to average drawdown | -0.76 | 5.68 | -6.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LGILX | FDVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.97 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.86 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.74 | -0.42 |
Correlation
The correlation between LGILX and FDVV is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LGILX vs. FDVV - Dividend Comparison
LGILX has not paid dividends to shareholders, while FDVV's dividend yield for the trailing twelve months is around 3.00%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 7.95% | 18.16% | 13.58% | 13.58% | 5.22% | 8.46% | 8.42% | 13.64% | 1.65% |
FDVV Fidelity High Dividend ETF | 3.00% | 2.89% | 2.94% | 3.77% | 3.44% | 2.70% | 3.19% | 3.93% | 4.05% | 3.66% | 1.04% |
Drawdowns
LGILX vs. FDVV - Drawdown Comparison
The maximum LGILX drawdown since its inception was -67.74%, which is greater than FDVV's maximum drawdown of -40.25%. Use the drawdown chart below to compare losses from any high point for LGILX and FDVV.
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Drawdown Indicators
| LGILX | FDVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.74% | -40.25% | -27.49% |
Max Drawdown (1Y)Largest decline over 1 year | -26.18% | -12.34% | -13.84% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -20.18% | -22.82% |
Max Drawdown (10Y)Largest decline over 10 years | -43.00% | — | — |
Current DrawdownCurrent decline from peak | -26.18% | -7.04% | -19.14% |
Average DrawdownAverage peak-to-trough decline | -21.31% | -3.85% | -17.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.10% | 2.81% | +7.29% |
Volatility
LGILX vs. FDVV - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 5.61% compared to Fidelity High Dividend ETF (FDVV) at 4.48%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than FDVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGILX | FDVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 4.48% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 7.68% | +11.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.38% | 15.34% | +11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.23% | 14.74% | +11.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.04% | 17.09% | +6.95% |