FDWM vs TCAL

FDWM vs TCAL

Which is better, FDWM or TCAL?

FDWM has been ahead.

TCAL has a lower expense ratio. FDWM led over 1Y.

Lower Fees: TCALHigher Returns (1Y): FDWM

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

MetricFDWMTCAL
Expense Ratio0.59%0.34%Best
AUM$5M$321M
Dividend Yield0.52%10.80%
Holdings82614
Fund FamilyFidelity Investments (US)T.Rowe Price
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 15, 2021Mar 26, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 358 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FDWM has data through Nov 13, 2025 and TCAL through Nov 6, 2026.

Compare FDWM against instead:FDWM vs SPYFDWM vs QQQFDWM vs VOOFDWM vs VTITCAL against:TCAL vs VXUS

Fees and Cost Over Time

FDWM charges 0.59% per year while TCAL charges 0.34%. On a $10,000 position that is $59 vs $34 annually, a gap of $25 per year that compounds over a long holding period. On income, FDWM currently yields 0.52% against 10.80% for TCAL.

You are not choosing between two funds in isolation.

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

FDWMTCAL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDWM or TCAL?

FDWM has an expense ratio of 0.59% while TCAL charges 0.34%. TCAL is the cheaper option, by $25 a year on a $10,000 investment.

Which pays a higher dividend, FDWM or TCAL?

FDWM yields 0.52% while TCAL yields 10.80%, so TCAL currently pays the higher dividend yield.

Is TCAL better than FDWM?

TCAL has a lower expense ratio. FDWM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.