FCOR vs IVV

FCOR vs IVV

Which is better, FCOR or IVV?

Long Term Mid Quality against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricFCORIVV
Expense Ratio0.36%0.03%Best
AUM$352M$876.4B
Dividend Yield4.72%1.06%
Holdings537508
YTD Return-1.49%+12.27%Best
1Y Return-1.14%+17.04%Best
3Y Return (annualized)+5.29%+21.24%Best
5Y Return (annualized)-0.24%+13.08%Best
Volatility (annualized)6.9%Best15.0%
Max Drawdown-22.6%Best-33.9%
$10,000 over 5 years$9,881$18,490Best
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Blend
InceptionOct 6, 2014May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 9, 2014 to Sep 17, 2026 (11.9 years).

FCOR 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

FCOR vs IVV Performance

Fidelity Corporate Bond ETF (FCOR) 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 FCOR returned -1.14% while IVV returned +17.04%. Year to date, FCOR is down 1.49% versus a gain of 12.27% for IVV.

Over three years, FCOR compounded at +5.29% per year against +21.24% for IVV; over five years the annualized figures are -0.24% and +13.08% respectively. Across the full 12-year window we track, IVV has the edge at +12.92% annualized vs +0.96%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 6.9% for FCOR. 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 -22.6% for FCOR 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 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FCOR charges 0.36% per year while IVV charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, FCOR currently yields 4.72% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 169 holdings in FCOR and 490 in IVV, totalling 36.9% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 169 positions we hold weights for in FCOR and 490 in IVV, against full books of 537 and 508.

You are not choosing between two funds in isolation.

Whichever of FCOR and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FCORIVV

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Frequently Asked Questions

Which is cheaper, FCOR or IVV?

FCOR has an expense ratio of 0.36% while IVV charges 0.03%. IVV is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, FCOR or IVV?

Over the past year FCOR returned -1.14% vs +17.04% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (12 years), FCOR annualized +0.96% vs +12.92% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FCOR or IVV?

IVV has been the more volatile fund at 15.0% annualized versus 6.9% for FCOR. Worst drawdown: FCOR -22.6% vs IVV -33.9%.

Should I hold both FCOR and IVV?

FCOR and IVV have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FCOR or IVV?

FCOR yields 4.72% while IVV yields 1.06%, so FCOR currently pays the higher dividend yield.

Is IVV better than FCOR?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.