FDCF vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricFDCFVTIWinner
Expense Ratio0.50%0.03%
AUM$97M$666.9B
Dividend Yield0.00%1.07%
Holdings433,543
YTD Return+6.49%+14.82%
1Y Return+11.16%+22.43%
3Y Return (annualized)+26.62%+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)17.6%15.4%
Max Drawdown-22.5%-56.6%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 16, 2020May 24, 2001

FDCF vs VTI Performance

Fidelity Disruptive Communications ETF (FDCF) is a ETF from Fidelity Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FDCF returned +11.16% while VTI returned +22.43%. Year to date, FDCF is up 6.49% versus a gain of 14.82% for VTI.

Over three years, FDCF compounded at +26.62% per year against +21.93% for VTI. Across the full 3-year window we track, FDCF has the edge at +25.26% annualized vs +8.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDCF has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.4% for VTI. 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 -22.5% for FDCF and -56.6% for VTI. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDCF charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, FDCF currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

18.4%overlap

FDCF and VTI share 25 holdings out of 2801 unique holdings combined, representing a 18.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDCFWeight in VTIDifference
NVDA5.35%6.32%0.97%
GOOGL8.38%2.88%5.50%
AAPL2.42%5.84%3.42%
AMZNProProPro
METAProProPro
ANETProProPro
MSFTProProPro
RBLXProProPro
TWLOProProPro
TMUSProProPro
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Frequently Asked Questions

Which is cheaper, FDCF or VTI?

FDCF has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, FDCF or VTI?

Over the past year FDCF returned +11.16% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), FDCF annualized +25.26% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, FDCF or VTI?

FDCF has been the more volatile fund at 17.6% annualized versus 15.4% for VTI. Worst drawdown: FDCF -22.5% vs VTI -56.6%.

Should I hold both FDCF and VTI?

FDCF and VTI have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FDCF and VTI?

FDCF and VTI share 25 common holdings with a 18.4% weight overlap. Combined, they hold 2801 unique securities.

Which pays a higher dividend, FDCF or VTI?

FDCF yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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