FBOT vs VYM
FBOT vs VYM
Fidelity Disruptive Automation ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. FBOT delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | FBOT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | $217M | $79.0B | |
| Dividend Yield | 0.42% | 2.86% | |
| Holdings | 53 | 568 | |
| YTD Return | +19.60% | +15.80% | |
| 1Y Return | +27.38% | +26.12% | |
| 3Y Return (annualized) | +19.70% | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 19.4% | 14.6% | |
| Max Drawdown | -23.6% | -58.8% | |
| Fund Family | Fidelity Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 13, 2023 | Nov 10, 2006 |
FBOT vs VYM Performance
Fidelity Disruptive Automation ETF (FBOT) is a ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FBOT returned +27.38% while VYM returned +26.12%. Year to date, FBOT is up 19.60% versus a gain of 15.80% for VYM.
Over three years, FBOT compounded at +19.70% per year against +18.25% for VYM. Across the full 3-year window we track, FBOT has the edge at +16.20% annualized vs +7.07%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FBOT charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, FBOT currently yields 0.42% against 2.86% for VYM.
Holdings Overlap
FBOT and VYM share 3 holdings out of 605 unique holdings combined, representing a 2.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FBOT or VYM?
FBOT has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, FBOT or VYM?
Over the past year FBOT returned +27.38% vs +26.12% for VYM, so FBOT leads on 1-year performance. Over the longest common window we track (3 years), FBOT annualized +16.20% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, FBOT or VYM?
FBOT has been the more volatile fund at 19.4% annualized versus 14.6% for VYM. Worst drawdown: FBOT -23.6% vs VYM -58.8%.
Should I hold both FBOT and VYM?
FBOT and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FBOT and VYM?
FBOT and VYM share 3 common holdings with a 2.1% weight overlap. Combined, they hold 605 unique securities.
Which pays a higher dividend, FBOT or VYM?
FBOT yields 0.42% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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