FDWM vs VOO

FDWM vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricFDWMVOOWinner
Expense Ratio0.59%0.03%
AUM$5M$997.4B
Dividend Yield0.52%1.08%
Holdings82509
YTD Return+17.37%+12.25%
1Y Return+14.55%+20.92%
3Y Return (annualized)+16.64%+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)17.3%14.1%
Max Drawdown-29.1%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 15, 2021Sep 7, 2010

FDWM vs VOO Performance

Fidelity Womens Leadership ETF (FDWM) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FDWM returned +14.55% while VOO returned +20.92%. Year to date, FDWM is up 17.37% versus a gain of 12.25% for VOO.

Over three years, FDWM compounded at +16.64% per year against +21.79% for VOO. Across the full 4-year window we track, VOO has the edge at +13.45% annualized vs +7.73%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDWM has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 14.1% for VOO. 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 -29.1% for FDWM and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FDWM charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, FDWM currently yields 0.52% against 1.08% for VOO.

Holdings Overlap

37.6%overlap

FDWM and VOO share 64 holdings out of 527 unique holdings combined, representing a 37.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDWMWeight in VOODifference
NVDA7.02%7.51%0.49%
AAPL5.91%6.59%0.68%
MSFT7.10%4.30%2.80%
AMZNProProPro
GOOGProProPro
JPMProProPro
MUProProPro
LLYProProPro
GEVProProPro
MAProProPro
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Frequently Asked Questions

Which is cheaper, FDWM or VOO?

FDWM has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, FDWM or VOO?

Over the past year FDWM returned +14.55% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), FDWM annualized +7.73% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, FDWM or VOO?

FDWM has been the more volatile fund at 17.3% annualized versus 14.1% for VOO. Worst drawdown: FDWM -29.1% vs VOO -34.3%.

Should I hold both FDWM and VOO?

FDWM and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FDWM and VOO?

FDWM and VOO share 64 common holdings with a 37.6% weight overlap. Combined, they hold 527 unique securities.

Which pays a higher dividend, FDWM or VOO?

FDWM yields 0.52% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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