FMAG vs VOO

FMAG vs VOO

Which is better, FMAG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 46.8%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricFMAGVOO
Expense Ratio0.57%0.03%Best
AUM$246M$997.4B
Dividend Yield0.08%1.04%
Holdings52509
YTD Return+4.44%+12.23%Best
1Y Return+1.60%+18.60%Best
3Y Return (annualized)+17.14%+20.98%Best
5Y Return (annualized)+8.48%+12.76%Best
Volatility (annualized)18.0%15.2%Best
Max Drawdown-32.9%-24.5%Best
$10,000 over 5 years$15,023$18,230Best
Top 10 Weight46.8%36.4%Best
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionFeb 2, 2021Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Feb 4, 2021 to Sep 9, 2026 (5.6 years).

FMAG 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 5.6 years both funds cover.

FMAG vs VOO Performance

Fidelity Magellan ETF (FMAG) is an ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FMAG returned +1.60% while VOO returned +18.60%. Year to date, FMAG is up 4.44% versus a gain of 12.23% for VOO.

Over three years, FMAG compounded at +17.14% per year against +20.98% for VOO; over five years the annualized figures are +8.48% and +12.76% respectively. Across the full 6-year window we track, VOO has the edge at +14.51% annualized vs +10.92%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FMAG has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 15.2% 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 -32.9% for FMAG and -24.5% 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FMAG charges 0.57% per year while VOO charges 0.03%. On a $10,000 position that is $57 vs $3 annually, a gap of $54 per year that compounds over a long holding period. On income, FMAG currently yields 0.08% against 1.04% for VOO.

Holdings Overlap

FMAG already in VOO91.9%
VOO already in FMAG38.0%

91.9% of FMAG's money is in holdings VOO also owns. 38.0% of VOO's money is in holdings FMAG also owns.

Most of FMAG is already inside VOO. Owning both mostly buys the same companies twice.

46 positions in common, counted across the 51 positions we hold weights for in FMAG and 505 in VOO, against full books of 52 and 509.

What only one of them owns

Our book lists 450 positions for VOO that do not appear in our book for FMAG (61.5% of the fund), and 2 for FMAG that do not appear in VOO (2.3%).

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 FMAGWeight in VOODifference
NVDANvidia Corp.10.69%7.51%3.18%
AMZNAmazon.Com Inc5.75%3.62%2.13%
MSFTMicrosoft Corp4.46%4.30%0.16%
AVGOBroadcom Inc4.83%2.77%2.06%
GOOGLAlphabet Inc,class A3.98%3.25%0.73%
GOOGAlphabet Inc. C3.37%2.59%0.78%
AMDAdvanced Micro Devices Inc3.92%1.47%2.45%
METAMeta Platform Inc 3.38%1.92%1.46%
KLACKla-tencor3.54%0.61%2.93%
LRCXLam Research Corp2.85%0.84%2.01%

91.9% of FMAG 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.

FMAGVOO

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Frequently Asked Questions

Which is cheaper, FMAG or VOO?

FMAG has an expense ratio of 0.57% while VOO charges 0.03%. VOO is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, FMAG or VOO?

Over the past year FMAG returned +1.60% vs +18.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), FMAG annualized +10.92% vs +14.51% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FMAG or VOO?

FMAG has been the more volatile fund at 18.0% annualized versus 15.2% for VOO. Worst drawdown: FMAG -32.9% vs VOO -24.5%.

Should I hold both FMAG and VOO?

FMAG and VOO have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between FMAG and VOO?

91.9% of FMAG's money is in holdings VOO also owns. 38.0% of VOO's is in holdings FMAG also owns. They hold 46 positions in common, counted across the 51 positions we hold weights for in FMAG and 505 in VOO.

Which pays a higher dividend, FMAG or VOO?

FMAG yields 0.08% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than FMAG?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 46.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.