FMAT vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricFMATVTIWinner
Expense Ratio0.08%0.03%
AUM$624M$663.5B
Dividend Yield1.43%1.07%
Holdings1063,543
YTD Return+12.38%+14.22%
1Y Return+18.01%+22.19%
3Y Return (annualized)+10.64%+21.27%
5Y Return (annualized)+6.36%+12.23%
Volatility (annualized)19.1%15.3%
Max Drawdown-43.9%-56.6%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 21, 2013May 24, 2001

FMAT vs VTI Performance

Fidelity MSCI Materials Index ETF (FMAT) is a ETF from Fidelity Investments (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FMAT returned +18.01% while VTI returned +22.19%. Year to date, FMAT is up 12.38% versus a gain of 14.22% for VTI.

Over three years, FMAT compounded at +10.64% per year against +21.27% for VTI; over five years the annualized figures are +6.36% and +12.23% respectively. Across the full 13-year window we track, VTI has the edge at +8.14% annualized vs +7.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FMAT has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 15.3% for VTI. 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 -43.9% for FMAT and -56.6% for VTI. 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMAT charges 0.08% per year while VTI charges 0.03%. On a $10,000 position that is $8 vs $3 annually, a gap of $5 per year that compounds over a long holding period. On income, FMAT currently yields 1.43% against 1.07% for VTI.

Holdings Overlap

1.5%overlap

FMAT and VTI share 66 holdings out of 2819 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FMATWeight in VTIDifference
LIN:IE14.87%0.33%14.54%
FCX6.04%0.12%5.92%
CRH:IE4.67%0.10%4.57%
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Frequently Asked Questions

Which is cheaper, FMAT or VTI?

FMAT has an expense ratio of 0.08% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, FMAT or VTI?

Over the past year FMAT returned +18.01% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (13 years), FMAT annualized +7.81% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, FMAT or VTI?

FMAT has been the more volatile fund at 19.1% annualized versus 15.3% for VTI. Worst drawdown: FMAT -43.9% vs VTI -56.6%.

Should I hold both FMAT and VTI?

FMAT and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMAT and VTI?

FMAT and VTI share 66 common holdings with a 1.5% weight overlap. Combined, they hold 2819 unique securities.

Which pays a higher dividend, FMAT or VTI?

FMAT yields 1.43% while VTI yields 1.07%, so FMAT currently pays the higher dividend yield.

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