FDLO 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

MetricFDLOVOOWinner
Expense Ratio0.15%0.03%
AUM$1.4B$979.0B
Dividend Yield1.44%1.09%
Holdings130509
YTD Return+10.97%+13.80%
1Y Return+17.67%+23.71%
3Y Return (annualized)+15.00%+21.50%
5Y Return (annualized)+10.04%+13.44%
Volatility (annualized)13.4%14.1%
Max Drawdown-34.7%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 12, 2016Sep 7, 2010

FDLO vs VOO Performance

Fidelity Low Volatility Factor ETF (FDLO) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FDLO returned +17.67% while VOO returned +23.71%. Year to date, FDLO is up 10.97% versus a gain of 13.80% for VOO.

Over three years, FDLO compounded at +15.00% per year against +21.50% for VOO; over five years the annualized figures are +10.04% and +13.44% respectively. Across the full 10-year window we track, VOO has the edge at +13.58% annualized vs +12.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.4% for FDLO. 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 -34.7% for FDLO 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FDLO charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, FDLO currently yields 1.44% against 1.09% for VOO.

Holdings Overlap

44.9%overlap

FDLO and VOO share 111 holdings out of 519 unique holdings combined, representing a 44.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDLOWeight in VOODifference
AAPL7.84%6.59%1.25%
GOOGL6.52%3.25%3.27%
MSFT5.33%4.30%1.03%
AMZNProProPro
AVGOProProPro
LLYProProPro
JPM:USProProPro
CSCOProProPro
JNJProProPro
TXNProProPro
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Frequently Asked Questions

Which is cheaper, FDLO or VOO?

FDLO has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, FDLO or VOO?

Over the past year FDLO returned +17.67% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), FDLO annualized +12.36% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, FDLO or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.4% for FDLO. Worst drawdown: FDLO -34.7% vs VOO -34.3%.

Should I hold both FDLO and VOO?

FDLO and VOO have a monthly-return correlation of 0.94, 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 FDLO and VOO?

FDLO and VOO share 111 common holdings with a 44.9% weight overlap. Combined, they hold 519 unique securities.

Which pays a higher dividend, FDLO or VOO?

FDLO yields 1.44% while VOO yields 1.09%, so FDLO currently pays the higher dividend yield.

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