FCSH vs VOO

FCSH vs VOO

Which is better, FCSH or VOO?

Short Term Bond against Large Cap Blend.

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

Lower Fees: VOOHigher Returns: VOO

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

MetricFCSHVOO
Expense Ratio0.30%0.03%Best
AUM$66M$997.4B
Dividend Yield4.24%1.04%
Holdings177509
YTD Return+0.19%+12.37%Best
1Y Return+1.31%+16.61%Best
3Y Return (annualized)+4.96%+21.37%Best
5Y Return (annualized)-+13.49%
Volatility (annualized)3.2%Best15.7%
Max Drawdown-8.5%Best-24.5%
$10,000 over 4.8 years$11,117$17,789Best
Fund FamilyFederated HermesVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondLarge Cap Blend
InceptionDec 16, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 17, 2021 to Sep 18, 2026 (4.8 years).

FCSH vs VOO 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 4.8 years both funds cover.

FCSH vs VOO Performance

Federated Hermes Short Duration Corporate ETF (FCSH) is an ETF from Federated Hermes and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FCSH returned +1.31% while VOO returned +16.61%. Year to date, FCSH is up 0.19% versus a gain of 12.37% for VOO.

Over three years, FCSH compounded at +4.96% per year against +21.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 3.2% for FCSH. 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 -8.5% for FCSH and -24.5% for VOO. 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

FCSH charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, FCSH currently yields 4.24% against 1.04% for VOO.

Holdings Overlap

VOO already in FCSH0.1%

At least 0.1% of VOO's money is in holdings FCSH also owns.

Stated as a floor: for FCSH, our book for it covers 78.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 133 positions we hold weights for in FCSH and 494 in VOO, against full books of 177 and 509.

Top Shared Holdings

StockWeight in FCSHWeight in VOODifference
TMUST-Mobile Usa, Inc. 3.875% 15-Apr-20300.36%0.12%0.24%

You are not choosing between two funds in isolation.

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

FCSHVOO

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Frequently Asked Questions

Which is cheaper, FCSH or VOO?

FCSH has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, FCSH or VOO?

Over the past year FCSH returned +1.31% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FCSH or VOO?

VOO has been the more volatile fund at 15.7% annualized versus 3.2% for FCSH. Worst drawdown: FCSH -8.5% vs VOO -24.5%.

Should I hold both FCSH and VOO?

FCSH and VOO 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, FCSH or VOO?

FCSH yields 4.24% while VOO yields 1.04%, so FCSH currently pays the higher dividend yield.

Is VOO better than FCSH?

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