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Schwab Intelligent Portfolios vs Fidelity Go Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Thursday, November 30th, 2017

We spent over 100 hours testing robo-advisors, opening and funding an account with each robo to acquire a true client experience and find the best robo advisors. In this comparison, we will compare Fidelity Go vs Schwab Intelligent Portfolios to see which robo-advisor is better.

First, let’s take a look at the fees of these two investment advisors. Cost is broken down into both the annual management fee charged each year as well as the expense ratios charged by the ETF holdings themselves. Schwab Intelligent Portfolios is a better option with a 5.00 star rating over Fidelity Go's 4.00 star rating.

Looking at both robo-advisors, we can also explore their features. Schwab Intelligent Portfolios offers tax-loss harvesting while Fidelity Go does not. For running predictions on retirement, clients will want to use a retirement calculator. Neither Fidelity Go and Schwab Intelligent Portfolios offer an advanced retirement calculator. Tracking personal financial goals can also be important. Both Fidelity Go and Schwab Intelligent Portfolios offer goal tracking. Finally, the ability to import and aggregate third-party financial accounts for holistic analysis can be particularly useful. Fidelity Go offers external accounts analysis while Schwab Intelligent Portfolios does not.

Lastly, tech savvy Millennials may find it valuable to have access to customer service through phone, email, and live chat. However, not every robo-advisor offers live chat support. Both Fidelity Go and Schwab Intelligent Portfolios offer live chat support.

Overall, Schwab Intelligent Portfolios comes out on top with 4.50 stars over Fidelity Go's 4.00 stars. And, as far as individual category awards go, Schwab Intelligent Portfolios posted awards Best in Class - Cost, Best in Class - Investment Approach and Best in Class - Platforms & Tools in 2017, while Fidelity Go found itself with none of these.
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Overall Robo
Investment Approach
Cost
Tools
Customer Service
Minimum Deposit
Annual Fee - $5,000
Annual Fee - $25,000
Annual Fee - $50,000
Annual Fee - $100,000
Annual Fee - $1,000,000
Total AUM
Avg Funds Expense Ratio - Conservative
Avg Funds Expense Ratio - Moderate
Avg Funds Expense Ratio - Aggressive
Tax-Loss Harvesting
529 Plans
CFP Access
Phone Support
Email Support
Live Chat Support
Goal Tracker - Basic
Goal Tracker - Advanced
External Accounts Analysis
Market Research Reports
iPhone App
Android App
Schwab Intelligent Portfolios
Schwab Intelligent Portfolios Review
 
4.5
4.5
5
4.5
3.5
 
$5,000.00
0.00%
0.00%
0.00%
0.00%
0.00%
$19.4 billion
0.06%
0.15%
0.20%
 
Yes
No
Yes
Yes
Yes
Yes
 
Yes
Yes
Yes
Yes
Yes
Yes
Fidelity Go
Fidelity Go Review
 
4
4
4
4
4
 
$5,000.00
0.35%
0.35%
0.35%
0.35%
0.35%
NA
N/A
N/A
N/A
 
No
No
No
Yes
Yes
Yes
 
Yes
No
Yes
No
Yes
Yes

All pricing data was obtained from a published web site as of 2/20/2017 and is believed to be accurate, but is not guaranteed. The StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

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