FBOT vs IVV
FBOT vs IVV
Fidelity Disruptive Automation ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. FBOT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FBOT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $217M | $865.2B | |
| Dividend Yield | 0.42% | 1.09% | |
| Holdings | 53 | 508 | |
| YTD Return | +19.60% | +13.80% | |
| 1Y Return | +27.38% | +23.70% | |
| 3Y Return (annualized) | +19.70% | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 19.4% | 15.1% | |
| Max Drawdown | -23.6% | -56.5% | |
| Fund Family | Fidelity Investments (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 13, 2023 | May 15, 2000 |
FBOT vs IVV Performance
Fidelity Disruptive Automation ETF (FBOT) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FBOT returned +27.38% while IVV returned +23.70%. Year to date, FBOT is up 19.60% versus a gain of 13.80% for IVV.
Over three years, FBOT compounded at +19.70% per year against +21.49% for IVV. Across the full 3-year window we track, FBOT has the edge at +16.20% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FBOT has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -23.6% for FBOT and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FBOT charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, FBOT currently yields 0.42% against 1.09% for IVV.
Holdings Overlap
FBOT and IVV share 19 holdings out of 536 unique holdings combined, representing a 14.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in FBOT | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 4.60% | 7.76% | 3.16% |
| TER | 5.87% | 0.09% | 5.78% |
| AMZN | 2.20% | 3.75% | 1.55% |
| GOOG | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| DE | Pro | Pro | Pro |
| PLTR | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| AXON | Pro | Pro | Pro |
| EMR | Pro | Pro | Pro |
See all 10 holdings FBOT shares with IVV Exact weights in each fund and the difference, for every overlapping position. X-ray my whole portfolio$99/yr Pro · 7-day refund | |||
Frequently Asked Questions
Which is cheaper, FBOT or IVV?
FBOT has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, FBOT or IVV?
Over the past year FBOT returned +27.38% vs +23.70% for IVV, so FBOT leads on 1-year performance. Over the longest common window we track (3 years), FBOT annualized +16.20% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, FBOT or IVV?
FBOT has been the more volatile fund at 19.4% annualized versus 15.1% for IVV. Worst drawdown: FBOT -23.6% vs IVV -56.5%.
Should I hold both FBOT and IVV?
FBOT and IVV have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FBOT and IVV?
FBOT and IVV share 19 common holdings with a 14.4% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, FBOT or IVV?
FBOT yields 0.42% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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