FFLV vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. FFLV delivered stronger 1-year returns. FFLV offers more diversification with 132 holdings.

Side-by-Side Comparison

MetricFFLVSCHQ
Fund FamilyFidelity Investments (US)Charles Schwab Asset Management
Expense Ratio0.38%0.03%
AUM$16M$923M
Dividend Yield1.49%4.43%
Holdings Count13297
Inception Date2024-02-092019-10-10
Investment StyleLarge Cap ValueLong Term Government Bond
1-Month Return+3.54%-0.06%
YTD Return+6.77%+0.09%
1-Year Return+20.71%+4.22%
3-Year Return--1.99%
5-Year Return--6.92%
10-Year Return--
Buy Score6661
Momentum Score7925
Value Score-73

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FFLV or SCHQ?

FFLV has an expense ratio of 0.38% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do FFLV and SCHQ hold the same stocks?

FFLV and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FFLV or SCHQ?

Over the past year, FFLV returned +20.71% while SCHQ returned +4.22%. FFLV outperformed over this period. Past performance does not guarantee future results.