FIDI vs IVV
Fidelity International High Dividend ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. FIDI delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | FIDI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $362M | $907.0B | |
| Dividend Yield | 3.90% | 1.10% | |
| Holdings | 119 | 508 | |
| YTD Return | +15.19% | +14.29% | |
| 1Y Return | +25.99% | +21.79% | |
| 3Y Return (annualized) | +21.48% | +22.19% | |
| 5Y Return (annualized) | +12.34% | +13.28% | |
| Volatility (annualized) | 17.4% | 15.1% | |
| Max Drawdown | -50.6% | -56.5% | |
| Fund Family | Fidelity Investments (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 16, 2018 | May 15, 2000 |
FIDI vs IVV Performance
Fidelity International High Dividend ETF (FIDI) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FIDI returned +25.99% while IVV returned +21.79%. Year to date, FIDI is up 15.19% versus a gain of 14.29% for IVV.
Over three years, FIDI compounded at +21.48% per year against +22.19% for IVV; over five years the annualized figures are +12.34% and +13.28% respectively. Across the full 9-year window we track, IVV has the edge at +7.06% annualized vs +4.94%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FIDI has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.1% for IVV. 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 -50.6% for FIDI and -56.5% for IVV. 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FIDI charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, FIDI currently yields 3.90% against 1.10% for IVV.
Holdings Overlap
FIDI and IVV share 0 holdings out of 608 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FIDI or IVV?
FIDI has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, FIDI or IVV?
Over the past year FIDI returned +25.99% vs +21.79% for IVV, so FIDI leads on 1-year performance. Over the longest common window we track (9 years), FIDI annualized +4.94% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, FIDI or IVV?
FIDI has been the more volatile fund at 17.4% annualized versus 15.1% for IVV. Worst drawdown: FIDI -50.6% vs IVV -56.5%.
Should I hold both FIDI and IVV?
FIDI and IVV have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FIDI and IVV?
FIDI and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, FIDI or IVV?
FIDI yields 3.90% while IVV yields 1.10%, so FIDI currently pays the higher dividend yield.
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