FDWM vs VTI

FDWM vs VTI

Which is better, FDWM or VTI?

Nearly the same fund. VTI costs less.

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 36.7%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: 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

MetricFDWMVTI
Expense Ratio0.59%0.03%Best
AUM$5M$666.9B
Dividend Yield0.52%1.03%
Holdings823,543
Volatility (annualized)17.3%16.2%Best
Max Drawdown-29.1%-25.4%Best
$10,000 over 4.4 years$13,877$16,017Best
Top 10 Weight36.7%33.3%Best
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 15, 2021May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 309 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 VTI through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Jun 17, 2021 to Nov 13, 2025 (4.4 years).

Risk: Volatility and Drawdowns

FDWM has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 16.2% 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 -29.1% for FDWM 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 0.98. 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 VTI 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 1.03% for VTI.

Holdings Overlap

FDWM already in VTI93.4%
VTI already in FDWM36.6%

93.4% of FDWM's money is in holdings VTI also owns. 36.6% of VTI's money is in holdings FDWM also owns.

Most of FDWM is already inside VTI. Owning both mostly buys the same companies twice.

The two holdings books were reported 365 days apart, FDWM as of Jul 31, 2025 and VTI as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

78 positions in common, counted across the 86 positions we hold weights for in FDWM and 3,463 in VTI, against full books of 82 and 3,543.

What only one of them owns

Our book lists 1,072 positions for VTI that do not appear in our book for FDWM (60.8% of the fund), and 5 for FDWM that do not appear in VTI (3.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FDWMWeight in VTIDifference
NVDANvidia Corp7.02%6.40%0.62%
AAPLApple, Inc5.91%6.29%0.38%
MSFTMicrosoft Corp7.10%4.79%2.31%
AMZNAmazon.Com Inc4.73%3.65%1.08%
GOOGAlphabet Inc3.70%2.31%1.39%
JPMJpmorgan Chase2.12%1.31%0.81%
LLYEli Lilly & Co.1.69%1.35%0.34%
MUMicron Technology, Inc.1.26%1.29%0.03%
MAMastercard Inc1.32%0.63%0.69%
GEVGe Vernova, Inc.1.54%0.37%1.17%

93.4% of FDWM is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FDWMVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDWM or VTI?

FDWM has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option, by $56 a year on a $10,000 investment.

Which is riskier, FDWM or VTI?

FDWM has been the more volatile fund at 17.3% annualized versus 16.2% for VTI. Worst drawdown: FDWM -29.1% vs VTI -25.4%.

Should I hold both FDWM and VTI?

FDWM and VTI have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between FDWM and VTI?

93.4% of FDWM's money is in holdings VTI also owns. 36.6% of VTI's is in holdings FDWM also owns. They hold 78 positions in common, counted across the 86 positions we hold weights for in FDWM and 3,463 in VTI.

Which pays a higher dividend, FDWM or VTI?

FDWM yields 0.52% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than FDWM?

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 36.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.