FELG vs SCHK
Comparison between FIDELITY ENHANCED LARGE CAP GROWTH ETF (FELG, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).
FELG vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FELG
$5.70B
SCHK
$5.70B
Expense Ratio
FELG
0.18%
Winner
SCHK
0.03%
Max Drawdown
Winner
FELG
24.08%
SCHK
34.80%
Sharpe Ratio
FELG
0.76
Winner
SCHK
1.32
5Y Beta
FELG
1.21
Winner
SCHK
0.99
P/E Ratio
FELG
36.25
Winner
SCHK
29.11
Forward P/E
FELG
23.59
Winner
SCHK
21.16
PEG Ratio
FELG
0.16
SCHK
N/A
5Y Dividends CAGR
FELG
N/A
SCHK
5.65%
5Y EPS CAGR
Winner
FELG
39.63%
SCHK
24.41%
Debt to Equity
FELG
41.25%
Winner
SCHK
33.60%
P/S Ratio
FELG
7.71
Winner
SCHK
3.53
P/B Ratio
FELG
12.60
Winner
SCHK
5.36
FELG vs SCHK - Holdings Comparison
FELG and SCHK have 120 common holdings. Overlap is 49.71%
FELG's top 25 holdings weight is 74.41%. SCHK's top 25 holdings weight is 47.12%.
| Rank | FELG | SCHK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.04% | NVIDIA CORP (NVDA) - 6.83% |
| #2 | APPLE INC (AAPL) - 7.85% | APPLE INC (AAPL) - 6.54% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.38% | MICROSOFT CORP (MSFT) - 4.14% |
| #4 | BROADCOM INC (AVGO) - 5.65% | AMAZON.COM INC (AMZN) - 3.45% |
| #5 | MICROSOFT CORP (MSFT) - 4.77% | ALPHABET INC CLASS A (GOOGL) - 3.08% |
| #6 | MICRON TECHNOLOGY INC (MU) - 3.65% | BROADCOM INC (AVGO) - 2.52% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.51% | ALPHABET INC CLASS C (GOOG) - 2.46% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.44% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #9 | TESLA INC (TSLA) - 3.32% | TESLA INC (TSLA) - 1.63% |
| #10 | ELI LILLY AND CO (LLY) - 2.58% | MICRON TECHNOLOGY INC (MU) - 1.52% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.24% | ELI LILLY AND CO (LLY) - 1.40% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.72% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #14 | GE AEROSPACE (GE) - 1.61% | ADVANCED MICRO DEVICES INC (AMD) - 1.21% |
| #15 | VISA INC CLASS A (V) - 1.26% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #16 | GE VERNOVA INC (GEV) - 1.14% | EXXON MOBIL CORP (XOM) - 0.84% |
| #17 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.13% | VISA INC CLASS A (V) - 0.84% |
| #18 | AMAZON.COM INC (AMZN) - 1.13% | INTEL CORP (INTC) - 0.75% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.09% | WALMART INC (WMT) - 0.70% |
| #20 | FIDELITY CASH CENTRAL FUND (n/a) - 0.92% | ABBVIE INC (ABBV) - 0.64% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.86% | APPLIED MATERIALS INC (AMAT) - 0.63% |
| #22 | HOWMET AEROSPACE INC (HWM) - 0.86% | CISCO SYSTEMS INC (CSCO) - 0.63% |
| #23 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.84% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | APPLIED MATERIALS INC (AMAT) - 0.82% | MASTERCARD INC CLASS A (MA) - 0.61% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.82% | COSTCO WHOLESALE CORP (COST) - 0.60% |
| Total Holdings | 149 | 930 |
FELG vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
FELG
-0.97%
Winner
SCHK
+0.32%
3M
FELG
+4.73%
Winner
SCHK
+7.41%
6M
FELG
+5.31%
Winner
SCHK
+9.07%
1Y
FELG
+15.89%
Winner
SCHK
+21.51%
5Y(CAGR)
FELG
N/A
SCHK
+12.60%
10Y(CAGR)
FELG
N/A
SCHK
+14.57%
Max(CAGR)
Winner
FELG
+23.14%
SCHK
+14.57%
FELG vs SCHK - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FELG | SCHK |
|---|---|---|
| 2026 | +4.17% | +10.66% |
| 2025 | +18.57% | +17.48% |
| 2024 | +37.44% | +25.29% |
| 2023 | +4.20% | +27.16% |
| 2022 | N/A | -19.88% |
| 2021 | N/A | +27.95% |
| 2020 | N/A | +19.71% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.78% |
| 2017 | N/A | +5.07% |
FELG vs SCHK Drawdown Comparison
The maximum drawdown for FELG was -23.89%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current FELG drawdown is -4.80%. The current SCHK drawdown is -0.80%.
| Rank | FELG | SCHK |
|---|---|---|
| #1 | -23.89% Dec 16, 2024 - Jun 27, 2025 | -34.80% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -16.17% Oct 29, 2025 - May 6, 2026 | -25.43% Dec 27, 2021 - Dec 14, 2023 |
| #3 | -13.29% Jul 10, 2024 - Oct 14, 2024 | -19.63% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -7.36% Jun 1, 2026 - Jun 25, 2026 | -19.20% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -6.48% Mar 22, 2024 - May 14, 2024 | -9.83% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -3.30% Oct 8, 2025 - Oct 24, 2025 | -9.31% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -3.28% Oct 29, 2024 - Nov 6, 2024 | -8.97% Jan 12, 2026 - Apr 14, 2026 |
| #8 | -3.19% Dec 28, 2023 - Jan 10, 2024 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -2.94% Nov 8, 2024 - Dec 2, 2024 | -6.75% May 3, 2019 - Jun 20, 2019 |
| #10 | -2.45% Aug 14, 2025 - Aug 28, 2025 | -6.05% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -2.37% Feb 9, 2024 - Feb 22, 2024 | -5.60% Mar 28, 2024 - May 15, 2024 |
| #12 | -2.36% Jan 29, 2024 - Feb 2, 2024 | -5.32% Oct 28, 2025 - Dec 10, 2025 |
| #13 | -2.35% May 14, 2026 - May 28, 2026 | -5.31% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -2.25% Jul 28, 2025 - Aug 6, 2025 | -5.08% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -2.08% Sep 22, 2025 - Oct 8, 2025 | -4.79% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between FELG and SCHK is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
FELG vs SCHK dividend yield comparison.
| Year | FELG | SCHK |
|---|---|---|
| 2026 | 0.18% | 0.50% |
| 2025 | 0.38% | 1.09% |
| 2024 | 0.44% | 1.20% |
| 2023 | 0.11% | 1.38% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.00% | 1.17% |
| 2020 | 0.00% | 1.58% |
| 2019 | 0.00% | 1.82% |
| 2018 | 0.00% | 1.80% |
| 2017 | 0.00% | 0.31% |
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