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
$5.50B
Winner
SCHK
$5.70B
Expense Ratio
FELG
0.18%
Winner
SCHK
0.03%
Max Drawdown
Winner
FELG
24.08%
SCHK
34.80%
Sharpe Ratio
FELG
0.72
Winner
SCHK
1.39
5Y Beta
FELG
1.21
Winner
SCHK
0.99
P/E Ratio
FELG
32.33
Winner
SCHK
27.05
Forward P/E
FELG
22.49
Winner
SCHK
20.81
5Y Dividends CAGR
FELG
N/A
SCHK
5.65%
5Y EPS CAGR
Winner
FELG
40.89%
SCHK
25.75%
Debt to Equity
Winner
FELG
26.68%
SCHK
50.77%
P/S Ratio
FELG
7.50
Winner
SCHK
3.49
P/B Ratio
FELG
11.47
Winner
SCHK
5.31
FELG vs SCHK - Holdings Comparison
FELG and SCHK have 121 common holdings. Overlap is 50.46%
FELG's top 25 holdings weight is 74.49%. SCHK's top 25 holdings weight is 47.79%.
| Rank | FELG | SCHK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.01% | NVIDIA CORP (NVDA) - 7.20% |
| #2 | APPLE INC (AAPL) - 8.19% | APPLE INC (AAPL) - 6.90% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.62% | MICROSOFT CORP (MSFT) - 4.24% |
| #4 | BROADCOM INC (AVGO) - 5.60% | AMAZON.COM INC (AMZN) - 3.47% |
| #5 | MICROSOFT CORP (MSFT) - 4.48% | ALPHABET INC CLASS A (GOOGL) - 2.92% |
| #6 | MICRON TECHNOLOGY INC (MU) - 3.84% | BROADCOM INC (AVGO) - 2.62% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.31% | ALPHABET INC CLASS C (GOOG) - 2.35% |
| #8 | TESLA INC (TSLA) - 3.16% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.12% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #10 | ELI LILLY AND CO (LLY) - 2.49% | TESLA INC (TSLA) - 1.53% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.12% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.83% | ELI LILLY AND CO (LLY) - 1.33% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | GE AEROSPACE (GE) - 1.53% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | VISA INC CLASS A (V) - 1.26% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.90% |
| #16 | GE VERNOVA INC (GEV) - 1.15% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #17 | AMPHENOL CORP CLASS A (APH) - 1.09% | VISA INC CLASS A (V) - 0.85% |
| #18 | AMAZON.COM INC (AMZN) - 1.06% | INTEL CORP (INTC) - 0.71% |
| #19 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.04% | WALMART INC (WMT) - 0.69% |
| #20 | WESTERN DIGITAL CORP (WDC) - 0.90% | ABBVIE INC (ABBV) - 0.65% |
| #21 | HOWMET AEROSPACE INC (HWM) - 0.88% | APPLIED MATERIALS INC (AMAT) - 0.64% |
| #22 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.83% | CISCO SYSTEMS INC (CSCO) - 0.64% |
| #23 | FORTINET INC (FTNT) - 0.81% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | APPLIED MATERIALS INC (AMAT) - 0.81% | CATERPILLAR INC (CAT) - 0.59% |
| #25 | COMFORT SYSTEMS USA INC (FIX) - 0.70% | COSTCO WHOLESALE CORP (COST) - 0.59% |
| Total Holdings | 146 | 928 |
FELG vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
FELG
+0.61%
Winner
SCHK
+2.47%
3M
FELG
+1.52%
Winner
SCHK
+5.20%
6M
FELG
+10.29%
Winner
SCHK
+12.45%
1Y
FELG
+15.25%
Winner
SCHK
+23.04%
5Y(CAGR)
FELG
N/A
SCHK
+12.65%
10Y(CAGR)
FELG
N/A
SCHK
+14.84%
Max(CAGR)
Winner
FELG
+23.74%
SCHK
+14.84%
FELG vs SCHK - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FELG | SCHK |
|---|---|---|
| 2026 | +7.08% | +14.03% |
| 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 -2.14%. The current SCHK drawdown is -0.03%.
| 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 | -9.82% Jun 1, 2026 - Jul 29, 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% | 0.49% |
| 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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