SCHP vs. FFRHX
Compare and contrast key facts about Schwab U.S. TIPS ETF (SCHP) and Fidelity Floating Rate High Income Fund (FFRHX).
SCHP is a passively managed fund by Charles Schwab that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Aug 5, 2010. FFRHX is managed by Fidelity. It was launched on Aug 16, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHP or FFRHX.
Correlation
The correlation between SCHP and FFRHX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SCHP vs. FFRHX - Performance Comparison
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Key characteristics
SCHP:
1.17
FFRHX:
1.74
SCHP:
1.58
FFRHX:
2.82
SCHP:
1.20
FFRHX:
1.67
SCHP:
0.55
FFRHX:
1.68
SCHP:
3.43
FFRHX:
7.78
SCHP:
1.56%
FFRHX:
0.71%
SCHP:
4.73%
FFRHX:
3.17%
SCHP:
-14.26%
FFRHX:
-22.19%
SCHP:
-4.68%
FFRHX:
-0.68%
Returns By Period
In the year-to-date period, SCHP achieves a 2.84% return, which is significantly higher than FFRHX's 0.04% return. Over the past 10 years, SCHP has underperformed FFRHX with an annualized return of 2.38%, while FFRHX has yielded a comparatively higher 4.54% annualized return.
SCHP
2.84%
1.04%
2.32%
5.48%
1.49%
2.38%
FFRHX
0.04%
2.13%
1.36%
5.54%
7.58%
4.54%
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SCHP vs. FFRHX - Expense Ratio Comparison
SCHP has a 0.05% expense ratio, which is lower than FFRHX's 0.67% expense ratio.
Risk-Adjusted Performance
SCHP vs. FFRHX — Risk-Adjusted Performance Rank
SCHP
FFRHX
SCHP vs. FFRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. TIPS ETF (SCHP) and Fidelity Floating Rate High Income Fund (FFRHX). 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.
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Dividends
SCHP vs. FFRHX - Dividend Comparison
SCHP's dividend yield for the trailing twelve months is around 3.29%, less than FFRHX's 8.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHP Schwab U.S. TIPS ETF | 3.29% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
FFRHX Fidelity Floating Rate High Income Fund | 8.04% | 8.33% | 8.25% | 5.06% | 3.27% | 3.85% | 5.17% | 4.75% | 4.01% | 3.94% | 4.25% | 4.00% |
Drawdowns
SCHP vs. FFRHX - Drawdown Comparison
The maximum SCHP drawdown since its inception was -14.26%, smaller than the maximum FFRHX drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for SCHP and FFRHX. For additional features, visit the drawdowns tool.
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Volatility
SCHP vs. FFRHX - Volatility Comparison
Schwab U.S. TIPS ETF (SCHP) has a higher volatility of 1.65% compared to Fidelity Floating Rate High Income Fund (FFRHX) at 0.78%. This indicates that SCHP's price experiences larger fluctuations and is considered to be riskier than FFRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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