FIVA vs VOO
Fidelity International Value Factor ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. FIVA delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | FIVA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $587M | $997.4B | |
| Dividend Yield | 2.59% | 1.08% | |
| Holdings | 113 | 509 | |
| YTD Return | +17.17% | +12.63% | |
| 1Y Return | +34.59% | +20.89% | |
| 3Y Return (annualized) | +23.41% | +21.06% | |
| 5Y Return (annualized) | +13.92% | +12.62% | |
| Volatility (annualized) | 17.0% | 14.1% | |
| Max Drawdown | -44.3% | -34.3% | |
| Fund Family | Fidelity Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 16, 2018 | Sep 7, 2010 |
FIVA vs VOO Performance
Fidelity International Value Factor ETF (FIVA) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FIVA returned +34.59% while VOO returned +20.89%. Year to date, FIVA is up 17.17% versus a gain of 12.63% for VOO.
Over three years, FIVA compounded at +23.41% per year against +21.06% for VOO; over five years the annualized figures are +13.92% and +12.62% respectively. Across the full 9-year window we track, VOO has the edge at +13.44% annualized vs +7.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FIVA has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.1% 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 -44.3% for FIVA and -34.3% for VOO. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FIVA charges 0.18% per year while VOO 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, FIVA currently yields 2.59% against 1.08% for VOO.
Holdings Overlap
FIVA and VOO share 0 holdings out of 612 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, FIVA or VOO?
FIVA has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, FIVA or VOO?
Over the past year FIVA returned +34.59% vs +20.89% for VOO, so FIVA leads on 1-year performance. Over the longest common window we track (9 years), FIVA annualized +7.83% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, FIVA or VOO?
FIVA has been the more volatile fund at 17.0% annualized versus 14.1% for VOO. Worst drawdown: FIVA -44.3% vs VOO -34.3%.
Should I hold both FIVA and VOO?
FIVA and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FIVA and VOO?
FIVA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 612 unique securities.
Which pays a higher dividend, FIVA or VOO?
FIVA yields 2.59% while VOO yields 1.08%, so FIVA currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.