FBOT vs VYM
Fidelity Disruptive Automation ETF vs Vanguard High Dividend Yield ETF
Which is better, FBOT or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. FBOT led over 1Y and 3Y, VYM over the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FBOT | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $210M | $81.6B |
| Dividend Yield | 0.42% | 2.22% |
| Holdings | 53 | 613 |
| YTD Return | +12.90%Best | +11.35% |
| 1Y Return | +16.95%Best | +15.34% |
| 3Y Return (annualized) | +19.53%Best | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 19.2% | 11.1%Best |
| Max Drawdown | -23.6% | -14.5%Best |
| $10,000 over 3.3 years | $15,218 | $16,642Best |
| Top 10 Weight | 42.1% | 26.1%Best |
| Fund Family | Fidelity Investments (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 13, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 12, 2023 to Sep 18, 2026 (3.3 years).
FBOT vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.3 years both funds cover.
FBOT vs VYM Performance
Fidelity Disruptive Automation ETF (FBOT) is an ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FBOT returned +16.95% while VYM returned +15.34%. Year to date, FBOT is up 12.90% versus a gain of 11.35% for VYM.
Over three years, FBOT compounded at +19.53% per year against +17.22% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FBOT has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 11.1% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
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 2.22% for VYM.
Holdings Overlap
5.8% of FBOT's money is in holdings VYM also owns. 2.1% of VYM's money is in holdings FBOT also owns.
FBOT and VYM share little of their money.
3 positions in common, counted across the 49 positions we hold weights for in FBOT and 557 in VYM, against full books of 53 and 613.
What only one of them owns
Our book lists 525 positions for VYM that do not appear in our book for FBOT (95.0% of the fund), and 21 for FBOT that do not appear in VYM (44.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of FBOT and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $46 a year on a $10,000 investment.
Which performed better, FBOT or VYM?
Over the past year FBOT returned +16.95% vs +15.34% for VYM, so FBOT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FBOT or VYM?
FBOT has been the more volatile fund at 19.2% annualized versus 11.1% for VYM. Worst drawdown: FBOT -23.6% vs VYM -14.5%.
Should I hold both FBOT and VYM?
FBOT and VYM have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between FBOT and VYM?
5.8% of FBOT's money is in holdings VYM also owns. 2.1% of VYM's is in holdings FBOT also owns. They hold 3 positions in common, counted across the 49 positions we hold weights for in FBOT and 557 in VYM.
Which pays a higher dividend, FBOT or VYM?
FBOT yields 0.42% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than FBOT?
VYM has a lower expense ratio. FBOT led over 1Y and 3Y, VYM over the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.