ETFcomparison.org
by klos ✦

FSKAX vs SCHD

Fidelity Total Market Index Fund vs Schwab U.S. Dividend Equity ETF

Buy FSKAX if…

  • You want lower costs (0.01% vs 0.06%)
  • You prefer higher liquidity and trading volume
  • You prioritize historical performance
  • You value a longer track record

Buy SCHD if…

  • You want higher dividend income (+3.79%)
Type
Mutual Fund
ETF
Issuer
Fidelity
Schwab ETFs
Holdings
10
97
Index
Dow Jones U.S. Large-Cap Growth
AUM
$123B
$71B
Inception
1997
2011

Key Metrics

Expense Ratio
0.01%
0.06%
Dividend Yield
+0.96%
+3.79%
Daily Liquidity
0
17.65M
Risk (β)
1.00
0.79

Cost Calculator

$
%
FSKAX Fees
$0
SCHD Fees
$0

Annualized Returns

YTD
+16.85%
+3.40%
1 Year
+12.92%
-3.04%
3 Years
+19.75%
+5.13%
5 Years
+13.74%
+8.91%
10 Years
+13.96%
+11.30%

Top 10 Holdings

APPLE INC
6.33%
Merck & Company Inc
4.97%
NVIDIA CORP
5.31%
Amgen Inc
4.86%
MICROSOFT CORP
5.11%
Cisco Systems Inc
4.50%
AMAZON.COM INC
3.44%
AbbVie Inc
4.30%
META PLATFORMS INC CL A
2.52%
The Coca-Cola Company
4.23%
ALPHABET INC CL A
1.72%
Bristol-Myers Squibb Company
4.03%
BERKSHIRE HATHAWAY INC CL B
1.63%
PepsiCo Inc
3.98%
BROADCOM INC
1.61%
Chevron Corp
3.78%
ALPHABET INC CL C
1.42%
Lockheed Martin Corporation
3.75%
TESLA INC
1.42%
Verizon Communications Inc
3.74%

Related Comparisons

Compare FSKAX to:

Compare SCHD to:

FSKAX

The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Total Stock Market Index, which represents the performance of a broad range of U.S. stocks. The index is a float-adjusted market capitalization-weighted index of approximately 5,000 common stocks of companies headquartered in the United States, on a primary U.S. exchange.

SCHD

To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.

Sector Breakdown

FSKAX SCHD