FDIF vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricFDIFVOOWinner
Expense Ratio0.50%0.03%
AUM$110M$979.0B
Dividend Yield0.26%1.09%
Holdings10509
YTD Return+14.98%+13.79%
1Y Return+22.08%+23.01%
3Y Return (annualized)+20.01%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)17.1%14.1%
Max Drawdown-22.6%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 13, 2023Sep 7, 2010

FDIF vs VOO Performance

Fidelity Disruptors ETF (FDIF) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FDIF returned +22.08% while VOO returned +23.01%. Year to date, FDIF is up 14.98% versus a gain of 13.79% for VOO.

Over three years, FDIF compounded at +20.01% per year against +21.78% for VOO. Across the full 3-year window we track, FDIF has the edge at +17.80% annualized vs +13.57%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDIF has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.1% for VOO. 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 FDIF and -34.3% for VOO. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FDIF charges 0.50% per year while VOO 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, FDIF currently yields 0.26% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

FDIF and VOO share 0 holdings out of 511 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FDIF or VOO?

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

Which performed better, FDIF or VOO?

Over the past year FDIF returned +22.08% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), FDIF annualized +17.80% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, FDIF or VOO?

FDIF has been the more volatile fund at 17.1% annualized versus 14.1% for VOO. Worst drawdown: FDIF -22.6% vs VOO -34.3%.

Should I hold both FDIF and VOO?

FDIF and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FDIF and VOO?

FDIF and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, FDIF or VOO?

FDIF yields 0.26% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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