FIDI vs VTI

FIDI vs VTI

Which is better, FIDI or VTI?

Large Cap Value against Large Cap Blend.

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

Lower Fees: VTIHigher 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

MetricFIDIVTI
Expense Ratio0.18%0.03%Best
AUM$362M$666.9B
Dividend Yield3.89%1.03%
Holdings1073,543
YTD Return+14.27%Best+11.65%
1Y Return+24.37%Best+17.34%
3Y Return (annualized)+20.52%Best+20.35%
5Y Return (annualized)+12.42%Best+11.72%
Volatility (annualized)17.3%16.9%Best
Max Drawdown-50.6%-35.0%Best
$10,000 over 5 years$17,956Best$17,404
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJan 16, 2018May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 18, 2018 to Sep 10, 2026 (8.6 years).

FIDI vs VTI 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 8.6 years both funds cover.

FIDI vs VTI Performance

Fidelity International High Dividend ETF (FIDI) is an ETF from Fidelity Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FIDI returned +24.37% while VTI returned +17.34%. Year to date, FIDI is up 14.27% versus a gain of 11.65% for VTI.

Over three years, FIDI compounded at +20.52% per year against +20.35% for VTI; over five years the annualized figures are +12.42% and +11.72% respectively. Across the full 9-year window we track, VTI has the edge at +12.72% annualized vs +4.79%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FIDI has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 16.9% 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 -50.6% for FIDI and -35.0% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FIDI charges 0.18% per year while VTI 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 3.89% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 103 holdings in FIDI and 2,787 in VTI, totalling 99.5% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 103 positions we hold weights for in FIDI and 2,787 in VTI, against full books of 107 and 3,543.

You are not choosing between two funds in isolation.

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

FIDIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIDI or VTI?

FIDI has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, FIDI or VTI?

Over the past year FIDI returned +24.37% vs +17.34% for VTI, so FIDI leads on 1-year performance. Over the longest common window we track (9 years), FIDI annualized +4.79% vs +12.72% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FIDI or VTI?

FIDI has been the more volatile fund at 17.3% annualized versus 16.9% for VTI. Worst drawdown: FIDI -50.6% vs VTI -35.0%.

Should I hold both FIDI and VTI?

FIDI and VTI have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FIDI or VTI?

FIDI yields 3.89% while VTI yields 1.03%, so FIDI currently pays the higher dividend yield.

Is VTI better than FIDI?

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