FTEC vs SCHD | ETF Performance Comparison Tool (2024)

FAQs

FTEC vs SCHD | ETF Performance Comparison Tool? ›

SCHD - Performance Comparison. In the year-to-date period, FTEC achieves a 13.09% return, which is significantly higher than SCHD's 3.39% return. Over the past 10 years, FTEC has outperformed SCHD with an annualized return of 20.37%, while SCHD has yielded a comparatively lower 10.95% annualized return.

VIG and SCHD are both popular dividend ETFs that share similarities, such as low expenses, diversification and focus on dividend quality. The main similarities between VIG and SCHD include: Low expense ratios: VIG and SCHD both have the same low expense ratio of just 0.06%.

FTEC has a conensus rating of Moderate Buy which is based on 234 buy ratings, 64 hold ratings and 4 sell ratings.

FTEC is managed by Fidelity, while SCHD is managed by Schwab. Both FTEC and SCHD are considered high-volume assets. They're less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.

VGT - Performance Comparison. The year-to-date returns for both stocks are quite close, with FTEC having a 14.19% return and VGT slightly lower at 13.89%. Both investments have delivered pretty close results over the past 10 years, with FTEC having a 20.47% annualized return and VGT not far ahead at 20.71%.

Overall, SCHD is a better option if you are looking for a passively managed ETF with a low expense ratio and consistent performance over the last ten years. If you want an actively managed ETF with a high dividend yield over the last several years and a well-diversified portfolio, then JEPI is a better option.

Investing in a fund accruing double-digit annualized returns over the long term is a winning strategy for compounding the size of one's portfolio. Think of it this way: on a cumulative basis, an investor who put $10,000 into SCHD 10 years ago would now have an investment worth just over $28,000.

QQQ - Performance Comparison. In the year-to-date period, FTEC achieves a 14.19% return, which is significantly higher than QQQ's 12.40% return. Over the past 10 years, FTEC has outperformed QQQ with an annualized return of 20.47%, while QQQ has yielded a comparatively lower 18.56% annualized return.

Fidelity MSCI Information Technology Index ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, FTEC is an excellent option for investors seeking exposure to the Technology ETFs segment of the market.

FTEC - Performance Comparison. In the year-to-date period, XLK achieves a 11.98% return, which is significantly lower than FTEC's 13.09% return. Both investments have delivered pretty close results over the past 10 years, with XLK having a 20.64% annualized return and FTEC not far behind at 20.37%.

Is schb better than SCHD? ›

SCHD - Volatility Comparison. Schwab U.S. Broad Market ETF (SCHB) has a higher volatility of 3.16% compared to Schwab US Dividend Equity ETF (SCHD) at 2.73%. This indicates that SCHB's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure.

SCHD - Performance Comparison. In the year-to-date period, SPY achieves a 11.81% return, which is significantly higher than SCHD's 2.51% return. Over the past 10 years, SPY has outperformed SCHD with an annualized return of 12.67%, while SCHD has yielded a comparatively lower 10.85% annualized return.

Overall Appeal. Fidelity and Schwab are both excellent choices. These investment firms offer thousands of funds. There are some nuances, such as Fidelity being better for crypto traders and Schwab being more optimal for futures traders.

Constantly Trading

One of the biggest reasons Ramsey cautions investors about ETFs is that they are so easy to move in and out of. Unlike traditional mutual funds, which can only be bought or sold once per day, you can buy or sell an ETF on the open market just like an individual stock at any time the market is open.

VGT and FTEC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index.

QQQ - Performance Comparison. In the year-to-date period, SCHD achieves a 3.39% return, which is significantly lower than QQQ's 11.97% return. Over the past 10 years, SCHD has underperformed QQQ with an annualized return of 10.95%, while QQQ has yielded a comparatively higher 18.53% annualized return.

SPHD features a higher dividend yield than SCHD, but over time, SCHD has delivered superior total returns for a significantly lower price, making it the superior choice for investors.

SCHD - Performance Comparison. In the year-to-date period, VYM achieves a 5.77% return, which is significantly higher than SCHD's 1.16% return. Over the past 10 years, VYM has underperformed SCHD with an annualized return of 9.40%, while SCHD has yielded a comparatively higher 10.69% annualized return.

SCHD - Volatility Comparison. Vanguard Total Stock Market ETF (VTI) has a higher volatility of 3.15% compared to Schwab US Dividend Equity ETF (SCHD) at 2.87%. This indicates that VTI's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure.