SCHK vs FESM
Comparison between SCHWAB 1000 INDEX ETF (SCHK, ETF) and FIDELITY ENHANCED SMALL CAP ETF (FESM, ETF).
SCHK vs FESM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHK
$5.70B
Winner
FESM
$5.80B
Expense Ratio
Winner
SCHK
0.03%
FESM
0.28%
Max Drawdown
SCHK
34.80%
Winner
FESM
27.67%
Sharpe Ratio
SCHK
1.32
Winner
FESM
1.96
5Y Beta
Winner
SCHK
0.99
FESM
1.10
P/E Ratio
Winner
SCHK
29.11
FESM
255.70
Forward P/E
SCHK
21.16
Winner
FESM
16.34
5Y Dividends CAGR
SCHK
5.65%
FESM
N/A
5Y EPS CAGR
Winner
SCHK
24.41%
FESM
5.48%
Debt to Equity
Winner
SCHK
33.60%
FESM
121.24%
P/S Ratio
SCHK
3.53
Winner
FESM
1.20
P/B Ratio
SCHK
5.36
Winner
FESM
2.34
SCHK vs FESM - Holdings Comparison
SCHK and FESM have 72 common holdings. Overlap is 1.30%
SCHK's top 25 holdings weight is 47.12%. FESM's top 25 holdings weight is 19.83%.
| Rank | SCHK | FESM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.83% | n/a (n/a) - 3.76% |
| #2 | APPLE INC (AAPL) - 6.54% | FIDELITY CASH CENTRAL FUND (n/a) - 1.84% |
| #3 | MICROSOFT CORP (MSFT) - 4.14% | ACM RESEARCH INC CLASS A (ACMR) - 0.71% |
| #4 | AMAZON.COM INC (AMZN) - 3.45% | HEALTHEQUITY INC (HQY) - 0.70% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.08% | KODIAK GAS SERVICES INC (KGS) - 0.68% |
| #6 | BROADCOM INC (AVGO) - 2.52% | TENABLE HOLDINGS INC (TENB) - 0.67% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.46% | ENERSYS (ENS) - 0.67% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.94% | n/a (PECO) - 0.66% |
| #9 | TESLA INC (TSLA) - 1.63% | PLEXUS CORP (PLXS) - 0.65% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.52% | EXTREME NETWORKS INC (EXTR) - 0.64% |
| #11 | ELI LILLY AND CO (LLY) - 1.40% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.62% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | OUTFRONT MEDIA INC (OUT) - 0.62% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.30% | STONEX GROUP INC (SNEX) - 0.62% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.21% | GLACIER BANCORP INC (GBCI) - 0.61% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.92% | COMMERCIAL METALS CO (CMC) - 0.61% |
| #16 | EXXON MOBIL CORP (XOM) - 0.84% | WESBANCO INC (WSBC) - 0.61% |
| #17 | VISA INC CLASS A (V) - 0.84% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.60% |
| #18 | INTEL CORP (INTC) - 0.75% | OPTION CARE HEALTH INC (OPCH) - 0.60% |
| #19 | WALMART INC (WMT) - 0.70% | BALCHEM CORP (BCPC) - 0.58% |
| #20 | ABBVIE INC (ABBV) - 0.64% | ACI WORLDWIDE INC (ACIW) - 0.58% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.63% | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.57% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.63% | GRIFFON CORP (GFF) - 0.57% |
| #23 | CATERPILLAR INC (CAT) - 0.62% | TUTOR PERINI CORP (TPC) - 0.57% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.61% | ABERCROMBIE & FITCH CO CLASS A (ANF) - 0.55% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.60% | COMMVAULT SYSTEMS INC (CVLT) - 0.54% |
| Total Holdings | 930 | 771 |
SCHK vs FESM - Historical Returns
Returns include dividend reinvestment.
1M
SCHK
+0.32%
Winner
FESM
+3.00%
3M
SCHK
+7.41%
Winner
FESM
+15.06%
6M
SCHK
+9.07%
Winner
FESM
+18.40%
1Y
SCHK
+21.51%
Winner
FESM
+47.34%
5Y(CAGR)
SCHK
+12.60%
FESM
N/A
10Y(CAGR)
SCHK
+14.57%
FESM
N/A
Max(CAGR)
SCHK
+14.57%
Winner
FESM
+28.47%
SCHK vs FESM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SCHK | FESM |
|---|---|---|
| 2026 | +10.66% | +25.52% |
| 2025 | +17.48% | +17.52% |
| 2024 | +25.29% | +17.18% |
| 2023 | +27.16% | +12.19% |
| 2022 | -19.88% | N/A |
| 2021 | +27.95% | N/A |
| 2020 | +19.71% | N/A |
| 2019 | +31.09% | N/A |
| 2018 | -5.78% | N/A |
| 2017 | +5.07% | N/A |
SCHK vs FESM Drawdown Comparison
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The maximum drawdown for FESM was -26.93%, occurring on Apr 8, 2025. Recovery took 183 trading sessions.
The current SCHK drawdown is -0.80%. The current FESM drawdown is -1.55%.
| Rank | SCHK | FESM |
|---|---|---|
| #1 | -34.80% Feb 19, 2020 - Aug 10, 2020 | -26.93% Dec 2, 2024 - Aug 27, 2025 |
| #2 | -25.43% Dec 27, 2021 - Dec 14, 2023 | -10.18% Jan 22, 2026 - Apr 14, 2026 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -9.60% Jul 31, 2024 - Sep 19, 2024 |
| #4 | -19.20% Feb 19, 2025 - Jun 26, 2025 | -8.39% Mar 28, 2024 - Jul 11, 2024 |
| #5 | -9.83% Jan 26, 2018 - Jul 25, 2018 | -7.57% Oct 27, 2025 - Nov 28, 2025 |
| #6 | -9.31% Sep 2, 2020 - Nov 11, 2020 | -6.28% Dec 27, 2023 - Feb 12, 2024 |
| #7 | -8.97% Jan 12, 2026 - Apr 14, 2026 | -5.09% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -4.72% May 6, 2026 - May 26, 2026 |
| #9 | -6.75% May 3, 2019 - Jun 20, 2019 | -4.08% Oct 8, 2025 - Oct 15, 2025 |
| #10 | -6.05% Jul 26, 2019 - Oct 25, 2019 | -3.63% Feb 12, 2024 - Feb 15, 2024 |
| #11 | -5.60% Mar 28, 2024 - May 15, 2024 | -3.59% Feb 15, 2024 - Mar 1, 2024 |
| #12 | -5.32% Oct 28, 2025 - Dec 10, 2025 | -3.59% Dec 11, 2025 - Jan 6, 2026 |
| #13 | -5.31% Sep 2, 2021 - Oct 20, 2021 | -3.58% Oct 16, 2024 - Nov 6, 2024 |
| #14 | -5.08% Feb 12, 2021 - Mar 15, 2021 | -3.56% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -4.79% Nov 16, 2021 - Dec 27, 2021 | -3.30% May 28, 2026 - Jun 11, 2026 |
Correlation
Correlation between SCHK and FESM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2017 - 2026)
SCHK vs FESM dividend yield comparison.
| Year | SCHK | FESM |
|---|---|---|
| 2026 | 0.50% | 0.43% |
| 2025 | 1.09% | 0.82% |
| 2024 | 1.20% | 1.08% |
| 2023 | 1.38% | 0.06% |
| 2022 | 1.57% | 0.00% |
| 2021 | 1.17% | 0.00% |
| 2020 | 1.58% | 0.00% |
| 2019 | 1.82% | 0.00% |
| 2018 | 1.80% | 0.00% |
| 2017 | 0.31% | 0.00% |
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