FDLXX vs VXUS

FDLXX vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: TiedMore Diversified: VXUS

Side-by-Side Comparison

MetricFDLXXVXUSWinner
Expense Ratio0.42%0.05%
AUM$13.1B$158.1B
Dividend Yield3.16%2.59%
Holdings578,747
YTD Return+0.00%+15.77%
1Y Return-+26.56%
3Y Return (annualized)-+20.47%
5Y Return (annualized)-+9.53%
Volatility (annualized)-15.1%
Max Drawdown0.0%-39.9%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryMoney MarketEquity
InceptionJan 5, 1988Jan 26, 2011

FDLXX vs VXUS Performance

Fidelity Treasury Only Money Market Fund (FDLXX) is a mutual fund from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Year to date, FDLXX is up 0.00% versus a gain of 15.77% for VXUS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was 0.0% for FDLXX and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FDLXX charges 0.42% per year while VXUS charges 0.05%. On a $10,000 position that is $42 vs $5 annually, a gap of $37 per year that compounds over a long holding period. On income, FDLXX currently yields 3.16% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

FDLXX and VXUS share 0 holdings out of 7883 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, FDLXX or VXUS?

FDLXX has an expense ratio of 0.42% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

What is the holdings overlap between FDLXX and VXUS?

FDLXX and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7883 unique securities.

Which pays a higher dividend, FDLXX or VXUS?

FDLXX yields 3.16% while VXUS yields 2.59%, so FDLXX currently pays the higher dividend yield.

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