FDRV vs SCHD
Fidelity Electric Vehicles and Future Transportation ETF vs Schwab US Dividend Equity ETF
Which is better, FDRV or SCHD?
All Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FDRV | SCHD |
|---|---|---|
| Expense Ratio | 0.39% | 0.06%Best |
| AUM | $26M | $112.2B |
| Dividend Yield | 1.31% | 3.13% |
| Holdings | 64 | 103 |
| YTD Return | +3.14% | +27.56%Best |
| 1Y Return | +8.75% | +30.29%Best |
| 3Y Return (annualized) | -2.06% | +16.37%Best |
| 5Y Return (annualized) | -7.44% | +10.23%Best |
| Volatility (annualized) | 29.6% | 14.8%Best |
| Max Drawdown | -63.9% | -16.9%Best |
| $10,000 over 5 years | $6,794 | $16,274Best |
| Fund Family | Fidelity Investments (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Oct 5, 2021 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 7, 2021 to Sep 4, 2026 (4.9 years).
FDRV vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.9 years both funds cover.
FDRV vs SCHD Performance
Fidelity Electric Vehicles and Future Transportation ETF (FDRV) is an ETF from Fidelity Investments (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year FDRV returned +8.75% while SCHD returned +30.29%. Year to date, FDRV is up 3.14% versus a gain of 27.56% for SCHD.
Over three years, FDRV compounded at -2.06% per year against +16.37% for SCHD; over five years the annualized figures are -7.44% and +10.23% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FDRV has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 14.8% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -63.9% for FDRV and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FDRV charges 0.39% per year while SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, FDRV currently yields 1.31% against 3.13% for SCHD.
Holdings Overlap
At least 0.5% of SCHD's money is in holdings FDRV also owns.
Only one direction is shown: for FDRV, our book for it lists positions totalling 112.3% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 52 positions we hold weights for in FDRV and 100 in SCHD, against full books of 64 and 103.
You are not choosing between two funds in isolation.
Whichever of FDRV and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FDRV or SCHD?
FDRV has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, FDRV or SCHD?
Over the past year FDRV returned +8.75% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FDRV or SCHD?
FDRV has been the more volatile fund at 29.6% annualized versus 14.8% for SCHD. Worst drawdown: FDRV -63.9% vs SCHD -16.9%.
Should I hold both FDRV and SCHD?
FDRV and SCHD have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FDRV or SCHD?
FDRV yields 1.31% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than FDRV?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.