FIVA vs VXUS

Quick Verdict

VXUS has a lower expense ratio. FIVA delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: FIVAMore Diversified: VXUS

Side-by-Side Comparison

MetricFIVAVXUSWinner
Expense Ratio0.18%0.05%
AUM$560M$156.5B
Dividend Yield2.64%2.60%
Holdings1138,747
YTD Return+18.07%+14.57%
1Y Return+37.78%+27.82%
3Y Return (annualized)+23.49%+19.27%
5Y Return (annualized)+14.44%+9.28%
Volatility (annualized)17.1%15.1%
Max Drawdown-44.3%-39.9%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionJan 16, 2018Jan 26, 2011

FIVA vs VXUS Performance

Fidelity International Value Factor ETF (FIVA) is a ETF from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year FIVA returned +37.78% while VXUS returned +27.82%. Year to date, FIVA is up 18.07% versus a gain of 14.57% for VXUS.

Over three years, FIVA compounded at +23.49% per year against +19.27% for VXUS; over five years the annualized figures are +14.44% and +9.28% respectively. Across the full 9-year window we track, FIVA has the edge at +7.99% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FIVA has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 15.1% 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 -44.3% for FIVA and -39.9% for VXUS. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FIVA 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, FIVA currently yields 2.64% against 2.60% for VXUS.

Holdings Overlap

13.6%overlap

FIVA and VXUS share 79 holdings out of 7889 unique holdings combined, representing a 13.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FIVAWeight in VXUSDifference
ASML:AS2.52%1.29%1.23%
SHEL:LN1.78%0.54%1.24%
NESN:SM1.65%0.62%1.03%
NOVN:SMProProPro
ROG:SMProProPro
SMNS:AQLProProPro
TTE:PAProProPro
8306:JPProProPro
TD:CAProProPro
8058:JPProProPro
See all 10 holdings FIVA shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, FIVA or VXUS?

FIVA has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $13 per year of difference.

Which performed better, FIVA or VXUS?

Over the past year FIVA returned +37.78% vs +27.82% for VXUS, so FIVA leads on 1-year performance. Over the longest common window we track (9 years), FIVA annualized +7.99% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, FIVA or VXUS?

FIVA has been the more volatile fund at 17.1% annualized versus 15.1% for VXUS. Worst drawdown: FIVA -44.3% vs VXUS -39.9%.

Should I hold both FIVA and VXUS?

FIVA and VXUS have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FIVA and VXUS?

FIVA and VXUS share 79 common holdings with a 13.6% weight overlap. Combined, they hold 7889 unique securities.

Which pays a higher dividend, FIVA or VXUS?

FIVA yields 2.64% while VXUS yields 2.60%, so FIVA currently pays the higher dividend yield.

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