FDRV vs VXUS

FDRV vs VXUS

Which is better, FDRV or VXUS?

All Cap Blend against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricFDRVVXUS
Expense Ratio0.39%0.05%Best
AUM$26M$158.1B
Dividend Yield1.34%2.51%
Holdings648,747
YTD Return-0.57%+14.49%Best
1Y Return-5.60%+21.52%Best
3Y Return (annualized)-0.21%+20.55%Best
5Y Return (annualized)-8.05%+9.57%Best
Volatility (annualized)29.6%15.2%Best
Max Drawdown-63.9%-28.9%Best
$10,000 over 5 years$6,573$15,793Best
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionOct 5, 2021Jan 26, 2011

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 21, 2026 (5 years).

FDRV vs VXUS 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 5 years both funds cover.

FDRV vs VXUS Performance

Fidelity Electric Vehicles and Future Transportation ETF (FDRV) is an ETF from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year FDRV returned -5.60% while VXUS returned +21.52%. Year to date, FDRV is down 0.57% versus a gain of 14.49% for VXUS.

Over three years, FDRV compounded at -0.21% per year against +20.55% for VXUS; over five years the annualized figures are -8.05% and +9.57% 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 15.2% for VXUS. 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 -28.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDRV charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, FDRV currently yields 1.34% against 2.51% for VXUS.

Holdings Overlap

FDRV already in VXUS15.2%

At least 15.2% of FDRV's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

FDRV and VXUS share little of their money.

10 positions in common, counted across the 50 positions we hold weights for in FDRV and 8,082 in VXUS, against full books of 64 and 8,747.

Top Shared Holdings

StockWeight in FDRVWeight in VXUSDifference
9868:HKXpeng Inc-A Shrs2.76%0.02%2.74%
9863:HKZhejiang Leapmotor Technology Co Ltd1.87%0.01%1.86%
006400:KRSamsung Sdi Co Ltd1.66%0.04%1.62%
NFI:CANfi Group Inc1.63%0.00%1.63%
373220:KRLg Energy Solution1.47%0.02%1.45%
051910:KRLg Chem Ltd. 1.32%0.02%1.30%
ELG:SGElmos Semiconductor Ag1.30%0.00%1.30%
3931:SHCALB Group Co., Ltd.1.15%0.00%1.15%
6723:JPRenesas Electronics Corp1.01%0.07%0.94%
AMS:ATAms-Osram Ag Common Stock Chf 01.00%0.06%0.94%

You are not choosing between two funds in isolation.

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

FDRVVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDRV or VXUS?

FDRV has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, FDRV or VXUS?

Over the past year FDRV returned -5.60% vs +21.52% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FDRV or VXUS?

FDRV has been the more volatile fund at 29.6% annualized versus 15.2% for VXUS. Worst drawdown: FDRV -63.9% vs VXUS -28.9%.

Should I hold both FDRV and VXUS?

FDRV and VXUS have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FDRV and VXUS?

At least 15.2% of FDRV's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 50 positions we hold weights for in FDRV and 8,082 in VXUS.

Which pays a higher dividend, FDRV or VXUS?

FDRV yields 1.34% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than FDRV?

VXUS has a lower expense ratio. VXUS 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.