FIDI vs VXUS

FIDI vs VXUS

Which is better, FIDI or VXUS?

Large Cap Value against Large Cap Blend.

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

Lower Fees: VXUSHigher 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

MetricFIDIVXUS
Expense Ratio0.18%0.05%Best
AUM$362M$158.1B
Dividend Yield3.89%2.51%
Holdings1078,747
YTD Return+14.27%Best+13.35%
1Y Return+24.37%Best+22.44%
3Y Return (annualized)+20.52%Best+19.44%
5Y Return (annualized)+12.42%Best+8.82%
Volatility (annualized)17.3%15.8%Best
Max Drawdown-50.6%-39.9%Best
$10,000 over 5 years$17,956Best$15,260
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJan 16, 2018Jan 26, 2011

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 VXUS 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 VXUS Performance

Fidelity International High Dividend ETF (FIDI) is an ETF from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year FIDI returned +24.37% while VXUS returned +22.44%. Year to date, FIDI is up 14.27% versus a gain of 13.35% for VXUS.

Over three years, FIDI compounded at +20.52% per year against +19.44% for VXUS; over five years the annualized figures are +12.42% and +8.82% respectively. Across the full 9-year window we track, VXUS has the edge at +6.39% 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 15.8% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FIDI charges 0.18% per year while VXUS charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, FIDI currently yields 3.89% against 2.51% for VXUS.

Holdings Overlap

FIDI already in VXUS71.3%

At least 71.3% of FIDI's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of FIDI is already inside VXUS. Owning both mostly buys the same companies twice.

79 positions in common, counted across the 103 positions we hold weights for in FIDI and 8,091 in VXUS, against full books of 107 and 8,747.

Top Shared Holdings

StockWeight in FIDIWeight in VXUSDifference
TTE:PATotal Energies Se3.31%0.33%2.98%
EQNR:OSEquinor Asa3.53%0.05%3.48%
NESN:SMNestle Sa2.54%0.59%1.95%
CNQ:CACanadian Natural Resources Ltd2.71%0.18%2.53%
ENB:CAEnbridge Inc.2.47%0.26%2.21%
2914:JPJapan Tobacco Inc2.30%0.09%2.21%
ENGIE:PAEngie Sa2.30%0.07%2.23%
BATS:LNBritish American Tobacco P.l.c2.01%0.28%1.73%
NTGY:MANaturgy Energy Group S.A. Naturgy Energy Group S A Ant Gas Natural Sdg S A Acciones2.25%0.03%2.22%
HSBA:LNHsbc Holdings Plc1.55%0.72%0.83%

71.3% of FIDI is already inside VXUS.

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

FIDIVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIDI or VXUS?

FIDI has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, FIDI or VXUS?

Over the past year FIDI returned +24.37% vs +22.44% for VXUS, so FIDI leads on 1-year performance. Over the longest common window we track (9 years), FIDI annualized +4.79% vs +6.39% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FIDI or VXUS?

FIDI has been the more volatile fund at 17.3% annualized versus 15.8% for VXUS. Worst drawdown: FIDI -50.6% vs VXUS -39.9%.

Should I hold both FIDI and VXUS?

FIDI and VXUS have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FIDI and VXUS?

At least 71.3% of FIDI's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 79 positions in common, counted across the 103 positions we hold weights for in FIDI and 8,091 in VXUS.

Which pays a higher dividend, FIDI or VXUS?

FIDI yields 3.89% while VXUS yields 2.51%, so FIDI currently pays the higher dividend yield.

Is VXUS better than FIDI?

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