FDVV vs VXUS

FDVV vs VXUS

Which is better, FDVV or VXUS?

Large Cap Value against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: split

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

MetricFDVVVXUS
Expense Ratio0.15%0.05%Best
AUM$10.2B$158.1B
Dividend Yield2.73%2.51%
Holdings1008,747
YTD Return+11.49%+12.57%Best
1Y Return+16.13%+19.71%Best
3Y Return (annualized)+19.55%Best+19.25%
5Y Return (annualized)+13.99%Best+8.59%
Volatility (annualized)16.0%15.0%Best
Max Drawdown-41.1%-39.9%Best
$10,000 over 5 years$19,246Best$15,099
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionSep 12, 2016Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 15, 2016 to Sep 15, 2026 (10 years).

FDVV 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 10 years both funds cover.

FDVV vs VXUS Performance

Fidelity High Dividend ETF (FDVV) is an ETF from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year FDVV returned +16.13% while VXUS returned +19.71%. Year to date, FDVV is up 11.49% versus a gain of 12.57% for VXUS.

Over three years, FDVV compounded at +19.55% per year against +19.25% for VXUS; over five years the annualized figures are +13.99% and +8.59% respectively. Across the full 10-year window we track, FDVV has the edge at +11.55% annualized vs +8.12%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDVV has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 15.0% 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 -41.1% for FDVV and -39.9% 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDVV charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, FDVV currently yields 2.73% against 2.51% for VXUS.

Holdings Overlap

FDVV already in VXUS5.9%

At least 5.9% of FDVV'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.

FDVV and VXUS share little of their money.

6 positions in common, counted across the 92 positions we hold weights for in FDVV and 8,082 in VXUS, against full books of 100 and 8,747.

Top Shared Holdings

StockWeight in FDVVWeight in VXUSDifference
BMPS:MIBanca Monte Dei Paschi Siena1.54%0.06%1.48%
BAMI:MIBanco Bpm Spa Common Stock Eur 01.47%0.06%1.41%
DANSKE:CODanske Bank As1.32%0.08%1.24%
ORK:OSOrkla Asa Sedol B1Vqf421.10%0.02%1.08%
9101:JPNippon Yusen0.24%0.03%0.21%
MAERSK.B:COA.p.moller Maersk A/s B0.24%0.02%0.22%

You are not choosing between two funds in isolation.

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

FDVVVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDVV or VXUS?

FDVV has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, FDVV or VXUS?

Over the past year FDVV returned +16.13% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), FDVV annualized +11.55% vs +8.12% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FDVV or VXUS?

FDVV has been the more volatile fund at 16.0% annualized versus 15.0% for VXUS. Worst drawdown: FDVV -41.1% vs VXUS -39.9%.

Should I hold both FDVV and VXUS?

FDVV and VXUS have a monthly-return correlation of 0.85, 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 FDVV and VXUS?

At least 5.9% of FDVV's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 92 positions we hold weights for in FDVV and 8,082 in VXUS.

Which pays a higher dividend, FDVV or VXUS?

FDVV yields 2.73% while VXUS yields 2.51%, so FDVV currently pays the higher dividend yield.

Is VXUS better than FDVV?

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