SWTSX vs. FSTAX
Compare and contrast key facts about Schwab Total Stock Market Index Fund (SWTSX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX).
SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999. FSTAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
SWTSX vs. FSTAX - Performance Comparison
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SWTSX vs. FSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWTSX Schwab Total Stock Market Index Fund | -6.77% | 17.04% | 23.84% | 26.05% | -19.54% | 25.65% | 20.71% | 30.90% | -5.35% | 21.08% |
FSTAX Fidelity Advisor Strategic Income Fund Class A | -0.88% | 8.68% | 4.93% | 8.82% | -11.98% | 3.22% | 7.21% | 10.74% | -2.94% | 7.63% |
Returns By Period
In the year-to-date period, SWTSX achieves a -6.77% return, which is significantly lower than FSTAX's -0.88% return. Over the past 10 years, SWTSX has outperformed FSTAX with an annualized return of 13.21%, while FSTAX has yielded a comparatively lower 3.84% annualized return.
SWTSX
- 1D
- -0.46%
- 1M
- -7.67%
- YTD
- -6.77%
- 6M
- -4.59%
- 1Y
- 14.70%
- 3Y*
- 16.68%
- 5Y*
- 10.10%
- 10Y*
- 13.21%
FSTAX
- 1D
- 0.00%
- 1M
- -2.65%
- YTD
- -0.88%
- 6M
- 0.34%
- 1Y
- 6.86%
- 3Y*
- 6.09%
- 5Y*
- 2.33%
- 10Y*
- 3.84%
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SWTSX vs. FSTAX - Expense Ratio Comparison
SWTSX has a 0.03% expense ratio, which is lower than FSTAX's 0.97% expense ratio.
Return for Risk
SWTSX vs. FSTAX — Risk / Return Rank
SWTSX
FSTAX
SWTSX vs. FSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Total Stock Market Index Fund (SWTSX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX). 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.
| SWTSX | FSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 2.03 | -1.20 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.82 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.40 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.71 | -1.67 |
Martin ratioReturn relative to average drawdown | 5.04 | 10.69 | -5.65 |
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
| SWTSX | FSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 2.03 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.53 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.88 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.48 | -0.08 |
Correlation
The correlation between SWTSX and FSTAX is 0.28, 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.
Dividends
SWTSX vs. FSTAX - Dividend Comparison
SWTSX's dividend yield for the trailing twelve months is around 1.18%, less than FSTAX's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWTSX Schwab Total Stock Market Index Fund | 1.18% | 1.10% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% |
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.80% | 4.05% | 3.21% | 3.70% | 2.70% | 4.01% | 4.32% | 4.06% | 3.50% | 3.70% | 3.49% | 2.89% |
Drawdowns
SWTSX vs. FSTAX - Drawdown Comparison
The maximum SWTSX drawdown since its inception was -54.60%, which is greater than FSTAX's maximum drawdown of -23.29%. Use the drawdown chart below to compare losses from any high point for SWTSX and FSTAX.
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Drawdown Indicators
| SWTSX | FSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.60% | -23.29% | -31.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -2.65% | -9.77% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -16.18% | -9.22% |
Max Drawdown (10Y)Largest decline over 10 years | -35.01% | -16.18% | -18.83% |
Current DrawdownCurrent decline from peak | -8.88% | -2.65% | -6.23% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -4.86% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 0.67% | +1.89% |
Volatility
SWTSX vs. FSTAX - Volatility Comparison
Schwab Total Stock Market Index Fund (SWTSX) has a higher volatility of 4.45% compared to Fidelity Advisor Strategic Income Fund Class A (FSTAX) at 1.53%. This indicates that SWTSX's price experiences larger fluctuations and is considered to be riskier than FSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWTSX | FSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 1.53% | +2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 2.38% | +7.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 3.57% | +14.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 4.42% | +12.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 4.40% | +14.17% |