FCLD vs IVV

FCLD vs IVV
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Quick Verdict

IVV has a lower expense ratio. FCLD delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: FCLDMore Diversified: IVV

Side-by-Side Comparison

MetricFCLDIVVWinner
Expense Ratio0.39%0.03%
AUM$115M$907.0B
Dividend Yield0.01%1.10%
Holdings63508
YTD Return+51.58%+14.29%
1Y Return+68.31%+21.79%
3Y Return (annualized)+32.47%+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)27.1%15.1%
Max Drawdown-50.9%-56.5%
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionOct 5, 2021May 15, 2000

FCLD vs IVV Performance

Fidelity Cloud Computing ETF (FCLD) 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 FCLD returned +68.31% while IVV returned +21.79%. Year to date, FCLD is up 51.58% versus a gain of 14.29% for IVV.

Over three years, FCLD compounded at +32.47% per year against +22.19% for IVV. Across the full 5-year window we track, FCLD has the edge at +12.26% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FCLD has been the more volatile fund, with annualized monthly volatility of 27.1% 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 -50.9% for FCLD 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FCLD charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, FCLD currently yields 0.01% against 1.10% for IVV.

Holdings Overlap

8.2%overlap

FCLD and IVV share 14 holdings out of 542 unique holdings combined, representing a 8.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FCLDWeight in IVVDifference
MSFT4.15%4.57%0.42%
SNDK6.15%0.36%5.79%
AMZN1.99%3.75%1.76%
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Frequently Asked Questions

Which is cheaper, FCLD or IVV?

FCLD has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, FCLD or IVV?

Over the past year FCLD returned +68.31% vs +21.79% for IVV, so FCLD leads on 1-year performance. Over the longest common window we track (5 years), FCLD annualized +12.26% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, FCLD or IVV?

FCLD has been the more volatile fund at 27.1% annualized versus 15.1% for IVV. Worst drawdown: FCLD -50.9% vs IVV -56.5%.

Should I hold both FCLD and IVV?

FCLD and IVV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FCLD and IVV?

FCLD and IVV share 14 common holdings with a 8.2% weight overlap. Combined, they hold 542 unique securities.

Which pays a higher dividend, FCLD or IVV?

FCLD yields 0.01% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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