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 1.34% return, which is significantly lower than SCHD's 1.78% return. Over the past 10 years, FTEC has outperformed SCHD with an annualized return of 19.45%, while SCHD has yielded a comparatively lower 10.94% annualized return.

FTEC Signals & Forecast

The Fidelity MSCI Information Technology ETF holds a buy signal from the short-term Moving Average; at the same time, however, the long-term average holds a general sell signal.

FTEC 12 Months Forecast

Based on 302 Wall Street analysts offering 12 month price targets to FTEC holdings in the last 3 months. The average price target is $176.05 with a high forecast of $217.83 and a low forecast of $140.55. The average price target represents a 17.46% change from the last price of $149.88.

VGT - Volatility Comparison. Fidelity MSCI Information Technology Index ETF (FTEC) and Vanguard Information Technology ETF (VGT) have volatilities of 6.19% and 6.00%, respectively, indicating that both stocks experience similar levels of price fluctuations.

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%.

When is FTEC dividend payment date? FTEC's next quarterly payment date is on Mar 20, 2024, when FTEC shareholders who owned FTEC shares before Mar 15, 2024 received a dividend payment of $0.24 per share. Add FTEC to your watchlist to be reminded of FTEC's next dividend payment.

QQQ - Performance Comparison. In the year-to-date period, FTEC achieves a 5.56% return, which is significantly lower than QQQ's 6.48% return. Over the past 10 years, FTEC has outperformed QQQ with an annualized return of 20.05%, while QQQ has yielded a comparatively lower 18.51% annualized return.

FTEC - Expense Ratio Comparison. VGT has a 0.10% expense ratio, which is higher than FTEC's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Does Fidelity have an equivalent to schd? ›

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.

The current volatility for Technology Select Sector SPDR Fund (XLK) is 6.59%, while Fidelity MSCI Information Technology Index ETF (FTEC) has a volatility of 7.15%. This indicates that XLK experiences smaller price fluctuations and is considered to be less risky than FTEC based on this measure.

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.

The biggest driver of investor interest has been its strong and consistent track record. On an annual basis, almost like clockwork, SCHD has performed in the top 1/3 of its Morningstar category and had done so far a decade straight. That is, until 2023.

The index focuses on dividend growth rather than qualitative measures of value, leading to the common theme of picking overvalued stocks. The SCHD ETF has underperformed the market, with only a 4.0% YTD return compared to the S&P 500's 9.9% return.

QQQ - Performance Comparison. In the year-to-date period, FTEC achieves a 5.56% return, which is significantly lower than QQQ's 6.48% return. Over the past 10 years, FTEC has outperformed QQQ with an annualized return of 20.05%, while QQQ has yielded a comparatively lower 18.51% annualized return.

Semiconductor ETFs have significant long-term growth potential, especially with the onset of AI technology.

Nearly all leveraged ETFs come with a prominent warning in their prospectus: they are not designed for long-term holding. The combination of leverage, market volatility, and an unfavorable sequence of returns can lead to disastrous outcomes.