FCOM vs IVV

FCOM vs IVV

Which is better, FCOM or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. FCOM led over 3Y, IVV over 1Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 71.3%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: IVV

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

MetricFCOMIVV
Expense Ratio0.08%0.03%Best
AUM$1.7B$876.4B
Dividend Yield0.99%1.06%
Holdings92508
YTD Return-1.60%+12.39%Best
1Y Return-0.51%+16.61%Best
3Y Return (annualized)+21.58%Best+21.38%
5Y Return (annualized)+6.64%+13.51%Best
Volatility (annualized)17.0%14.5%Best
Max Drawdown-46.8%-33.9%Best
$10,000 over 5 years$13,791$18,844Best
Top 10 Weight71.3%37.8%Best
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionOct 21, 2013May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Oct 24, 2013 to Sep 18, 2026 (12.9 years).

FCOM vs IVV 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 12.9 years both funds cover.

FCOM vs IVV Performance

Fidelity MSCI Communication Services Index ETF (FCOM) is an ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year FCOM returned -0.51% while IVV returned +16.61%. Year to date, FCOM is down 1.60% versus a gain of 12.39% for IVV.

Over three years, FCOM compounded at +21.58% per year against +21.38% for IVV; over five years the annualized figures are +6.64% and +13.51% respectively. Across the full 13-year window we track, IVV has the edge at +12.75% annualized vs +8.82%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FCOM has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.5% 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 -46.8% for FCOM and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FCOM charges 0.08% per year while IVV charges 0.03%. On a $10,000 position that is $8 vs $3 annually, a gap of $5 per year that compounds over a long holding period. On income, FCOM currently yields 0.99% against 1.06% for IVV.

Holdings Overlap

FCOM already in IVV84.0%
IVV already in FCOM9.5%

84.0% of FCOM's money is in holdings IVV also owns. 9.5% of IVV's money is in holdings FCOM also owns.

Most of FCOM is already inside IVV. Owning both mostly buys the same companies twice.

22 positions in common, counted across the 86 positions we hold weights for in FCOM and 490 in IVV, against full books of 92 and 508.

What only one of them owns

Our book lists 460 positions for IVV that do not appear in our book for FCOM (89.2% of the fund), and 58 for FCOM that do not appear in IVV (14.7%).

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.

Top Shared Holdings

StockWeight in FCOMWeight in IVVDifference
METAMeta Platforms Inc20.54%1.90%18.64%
GOOGLAlphabet Inc,class A14.61%3.00%11.61%
GOOGAlphabet Inc8.17%2.39%5.78%
NFLXNetflix, Inc.5.44%0.51%4.93%
VZVerizon Communic4.87%0.32%4.55%
DISWalt Disney Co4.56%0.28%4.28%
TBBAt&t Inc4.48%0.27%4.21%
CMCSAComcast Corp-class A Cmcsa3.15%0.14%3.01%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855582.77%0.13%2.64%
WBDWarner Bros. Discovery, Inc2.67%0.11%2.56%

84.0% of FCOM is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FCOMIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FCOM or IVV?

FCOM has an expense ratio of 0.08% while IVV charges 0.03%. IVV is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, FCOM or IVV?

Over the past year FCOM returned -0.51% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (13 years), FCOM annualized +8.82% vs +12.75% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FCOM or IVV?

FCOM has been the more volatile fund at 17.0% annualized versus 14.5% for IVV. Worst drawdown: FCOM -46.8% vs IVV -33.9%.

Should I hold both FCOM and IVV?

FCOM and IVV have a monthly-return correlation of 0.82, 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 FCOM and IVV?

84.0% of FCOM's money is in holdings IVV also owns. 9.5% of IVV's is in holdings FCOM also owns. They hold 22 positions in common, counted across the 86 positions we hold weights for in FCOM and 490 in IVV.

Which pays a higher dividend, FCOM or IVV?

FCOM yields 0.99% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than FCOM?

IVV has a lower expense ratio. FCOM led over 3Y, IVV over 1Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 71.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.