FITE vs VOO

FITE vs VOO

Which is better, FITE or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. FITE led over 1Y, 3Y, 5Y and the full window. FITE is less concentrated, with 19.5% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: FITELess Concentrated: FITE

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

MetricFITEVOO
Expense Ratio0.45%0.03%Best
AUM$146M$997.4B
Dividend Yield0.13%1.04%
Holdings79509
YTD Return+26.77%Best+12.37%
1Y Return+30.69%Best+16.61%
3Y Return (annualized)+32.20%Best+21.37%
5Y Return (annualized)+16.95%Best+13.49%
Volatility (annualized)21.2%16.4%Best
Max Drawdown-37.2%-34.3%Best
$10,000 over 5 years$21,878Best$18,827
Top 10 Weight19.5%Best37.6%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionDec 18, 2017Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2017 to Sep 18, 2026 (8.7 years).

FITE vs VOO 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 8.7 years both funds cover.

FITE vs VOO Performance

State Street SPDR S&P Kensho Future Security ETF (FITE) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FITE returned +30.69% while VOO returned +16.61%. Year to date, FITE is up 26.77% versus a gain of 12.37% for VOO.

Over three years, FITE compounded at +32.20% per year against +21.37% for VOO; over five years the annualized figures are +16.95% and +13.49% respectively. Across the full 9-year window we track, FITE has the edge at +16.23% annualized vs +13.79%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FITE has been the more volatile fund, with annualized monthly volatility of 21.2% compared with 16.4% 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 -37.2% for FITE and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FITE charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, FITE currently yields 0.13% against 1.04% for VOO.

Holdings Overlap

FITE already in VOO27.5%
VOO already in FITE6.4%

27.5% of FITE's money is in holdings VOO also owns. 6.4% of VOO's money is in holdings FITE also owns.

FITE and VOO share little of their money.

21 positions in common, counted across the 79 positions we hold weights for in FITE and 494 in VOO, against full books of 79 and 509.

What only one of them owns

Our book lists 466 positions for VOO that do not appear in our book for FITE (92.7% of the fund), and 53 for FITE that do not appear in VOO (66.2%).

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 FITEWeight in VOODifference
AVGOBroadcom Inc1.28%2.86%1.58%
PANWPalo Alto Networks, Inc1.87%0.42%1.45%
CRWDCrowdstrike Holdings Inc1.84%0.30%1.54%
RTXRaytheon Co.1.51%0.45%1.06%
CSCOCisco Systems Inc. - Ordinary Shares1.20%0.71%0.49%
FTNTFortinet Inc1.59%0.16%1.43%
GENGen Digital Inc1.62%0.02%1.60%
LMTLockheed Martin Corp1.37%0.18%1.19%
BABoeing Co1.28%0.26%1.02%
LDOSLeidos Holdings, Inc.1.48%0.02%1.46%

27.5% of FITE is already inside VOO.

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

FITEVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FITE or VOO?

FITE has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, FITE or VOO?

Over the past year FITE returned +30.69% vs +16.61% for VOO, so FITE leads on 1-year performance. Over the longest common window we track (9 years), FITE annualized +16.23% vs +13.79% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FITE or VOO?

FITE has been the more volatile fund at 21.2% annualized versus 16.4% for VOO. Worst drawdown: FITE -37.2% vs VOO -34.3%.

Should I hold both FITE and VOO?

FITE and VOO have a monthly-return correlation of 0.81, 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 FITE and VOO?

27.5% of FITE's money is in holdings VOO also owns. 6.4% of VOO's is in holdings FITE also owns. They hold 21 positions in common, counted across the 79 positions we hold weights for in FITE and 494 in VOO.

Which pays a higher dividend, FITE or VOO?

FITE yields 0.13% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than FITE?

VOO has a lower expense ratio. FITE led over 1Y, 3Y, 5Y and the full window. FITE is less concentrated, with 19.5% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.