SCHP vs. FIPDX
Compare and contrast key facts about Schwab U.S. TIPS ETF (SCHP) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
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. FIPDX is managed by Fidelity. It was launched on May 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHP or FIPDX.
Correlation
The correlation between SCHP and FIPDX 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
SCHP vs. FIPDX - Performance Comparison
Key characteristics
SCHP:
1.44
FIPDX:
1.33
SCHP:
2.04
FIPDX:
1.86
SCHP:
1.26
FIPDX:
1.24
SCHP:
0.63
FIPDX:
0.58
SCHP:
4.35
FIPDX:
3.93
SCHP:
1.54%
FIPDX:
1.59%
SCHP:
4.64%
FIPDX:
4.70%
SCHP:
-14.26%
FIPDX:
-14.29%
SCHP:
-4.50%
FIPDX:
-4.91%
Returns By Period
In the year-to-date period, SCHP achieves a 3.03% return, which is significantly higher than FIPDX's 2.70% return. Over the past 10 years, SCHP has outperformed FIPDX with an annualized return of 2.23%, while FIPDX has yielded a comparatively lower 1.43% annualized return.
SCHP
3.03%
0.14%
1.84%
6.56%
1.46%
2.23%
FIPDX
2.70%
-0.22%
1.40%
6.11%
1.15%
1.43%
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SCHP vs. FIPDX - Expense Ratio Comparison
Both SCHP and FIPDX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHP vs. FIPDX — Risk-Adjusted Performance Rank
SCHP
FIPDX
SCHP vs. FIPDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. TIPS ETF (SCHP) and Fidelity Inflation-Protected Bond Index Fund (FIPDX). 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
SCHP vs. FIPDX - Dividend Comparison
SCHP's dividend yield for the trailing twelve months is around 3.20%, less than FIPDX's 3.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHP Schwab U.S. TIPS ETF | 3.20% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 3.48% | 3.75% | 3.59% | 8.87% | 4.76% | 0.24% | 0.41% | 0.39% | 0.09% | 0.08% | 0.11% | 1.10% |
Drawdowns
SCHP vs. FIPDX - Drawdown Comparison
The maximum SCHP drawdown since its inception was -14.26%, roughly equal to the maximum FIPDX drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for SCHP and FIPDX. For additional features, visit the drawdowns tool.
Volatility
SCHP vs. FIPDX - Volatility Comparison
The current volatility for Schwab U.S. TIPS ETF (SCHP) is 2.16%, while Fidelity Inflation-Protected Bond Index Fund (FIPDX) has a volatility of 2.39%. This indicates that SCHP experiences smaller price fluctuations and is considered to be less risky than FIPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.