Correlation
The correlation between SWANX and FCTDX is 0.98, 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.
SWANX vs. FCTDX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. FCTDX is managed by Fidelity. It was launched on Mar 20, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWANX or FCTDX.
Performance
SWANX vs. FCTDX - Performance Comparison
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Key characteristics
SWANX:
0.24
FCTDX:
0.62
SWANX:
0.37
FCTDX:
0.89
SWANX:
1.06
FCTDX:
1.13
SWANX:
0.11
FCTDX:
0.56
SWANX:
0.41
FCTDX:
2.10
SWANX:
8.58%
FCTDX:
5.06%
SWANX:
21.02%
FCTDX:
19.52%
SWANX:
-53.94%
FCTDX:
-34.51%
SWANX:
-20.83%
FCTDX:
-3.39%
Returns By Period
In the year-to-date period, SWANX achieves a -0.34% return, which is significantly lower than FCTDX's 1.27% return.
SWANX
-0.34%
5.74%
-8.28%
5.11%
4.49%
2.86%
1.01%
FCTDX
1.27%
6.55%
-2.40%
12.11%
14.15%
15.73%
N/A
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SWANX vs. FCTDX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than FCTDX's 0.61% expense ratio.
Risk-Adjusted Performance
SWANX vs. FCTDX — Risk-Adjusted Performance Rank
SWANX
FCTDX
SWANX vs. FCTDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX). 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
SWANX vs. FCTDX - Dividend Comparison
SWANX's dividend yield for the trailing twelve months is around 8.40%, more than FCTDX's 4.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | 8.40% | 8.37% | 2.89% | 16.55% | 28.81% | 4.68% | 2.88% | 15.22% | 11.59% | 1.66% | 17.05% | 16.53% |
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 4.27% | 4.33% | 2.26% | 5.75% | 7.90% | 2.73% | 2.89% | 2.47% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWANX vs. FCTDX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -53.94%, which is greater than FCTDX's maximum drawdown of -34.51%. Use the drawdown chart below to compare losses from any high point for SWANX and FCTDX.
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Volatility
SWANX vs. FCTDX - Volatility Comparison
Schwab Core Equity Fund™ (SWANX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) have volatilities of 4.62% and 4.65%, 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.
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