FDRV vs VTI

FDRV vs VTI

Which is better, FDRV or VTI?

All Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricFDRVVTI
Expense Ratio0.39%0.03%Best
AUM$26M$666.9B
Dividend Yield1.31%1.07%
Holdings643,543
YTD Return+3.14%+13.59%Best
1Y Return+8.75%+20.00%Best
3Y Return (annualized)-2.06%+20.95%Best
5Y Return (annualized)-7.44%+11.81%Best
Volatility (annualized)29.6%15.8%Best
Max Drawdown-63.9%-25.4%Best
$10,000 over 5 years$6,794$17,474Best
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionOct 5, 2021May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 7, 2021 to Sep 4, 2026 (4.9 years).

FDRV vs VTI 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 4.9 years both funds cover.

FDRV vs VTI Performance

Fidelity Electric Vehicles and Future Transportation ETF (FDRV) is an ETF from Fidelity Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FDRV returned +8.75% while VTI returned +20.00%. Year to date, FDRV is up 3.14% versus a gain of 13.59% for VTI.

Over three years, FDRV compounded at -2.06% per year against +20.95% for VTI; over five years the annualized figures are -7.44% and +11.81% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDRV has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 15.8% 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 -63.9% for FDRV and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDRV charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, FDRV currently yields 1.31% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 52 holdings in FDRV and 2,787 in VTI, totalling 112.3% and 92.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 21 positions appear in both.

21 positions in common, counted across the 52 positions we hold weights for in FDRV and 2,787 in VTI, against full books of 64 and 3,543.

Top Shared Holdings

StockWeight in FDRVWeight in VTIDifference
TSLATesla Motors Inc3.98%1.63%2.35%
UBERUber Technologies Inc5.22%0.20%5.02%
RIVNRivian Automotive3.65%0.02%3.63%
APTVAptiv Plc3.44%0.02%3.42%
AURAurora Innovation Inc3.18%0.02%3.16%
LYFTLyft Inc. Class A3.15%0.00%3.15%
LEALear Corp.2.86%0.00%2.86%
ALGMAllegro Microsystems, Inc.2.34%0.01%2.33%
VCVisteon Corp1.91%0.00%1.91%
THRMGentherm Inc1.53%0.00%1.53%

You are not choosing between two funds in isolation.

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

FDRVVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDRV or VTI?

FDRV has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, FDRV or VTI?

Over the past year FDRV returned +8.75% vs +20.00% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FDRV or VTI?

FDRV has been the more volatile fund at 29.6% annualized versus 15.8% for VTI. Worst drawdown: FDRV -63.9% vs VTI -25.4%.

Should I hold both FDRV and VTI?

FDRV and VTI have a monthly-return correlation of 0.76, 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, FDRV or VTI?

FDRV yields 1.31% while VTI yields 1.07%, so FDRV currently pays the higher dividend yield.

Is VTI better than FDRV?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.