FNDB vs VOO

Quick Verdict

VOO has a lower expense ratio. FNDB delivered stronger 1-year returns. FNDB offers more diversification with 1627 holdings.

Lower Fees: VOOHigher Returns: FNDBMore Diversified: FNDB

Side-by-Side Comparison

MetricFNDBVOOWinner
Expense Ratio0.25%0.03%
AUM$1.4B$979.0B
Dividend Yield1.46%1.09%
Holdings1,649509
YTD Return+18.99%+13.44%
1Y Return+32.45%+22.62%
3Y Return (annualized)+20.07%+21.47%
5Y Return (annualized)+13.36%+13.27%
Volatility (annualized)15.2%14.1%
Max Drawdown-38.2%-34.3%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionAug 15, 2013Sep 7, 2010

FNDB vs VOO Performance

Schwab Fundamental US Broad Market ETF (FNDB) is a ETF from Charles Schwab Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FNDB returned +32.45% while VOO returned +22.62%. Year to date, FNDB is up 18.99% versus a gain of 13.44% for VOO.

Over three years, FNDB compounded at +20.07% per year against +21.47% for VOO; over five years the annualized figures are +13.36% and +13.27% respectively. Across the full 13-year window we track, VOO has the edge at +13.55% annualized vs +11.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNDB has been the more volatile fund, with annualized monthly volatility of 15.2% 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 -38.2% for FNDB 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FNDB charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, FNDB currently yields 1.46% against 1.09% for VOO.

Holdings Overlap

56.1%overlap

FNDB and VOO share 481 holdings out of 1651 unique holdings combined, representing a 56.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in FNDBWeight in VOODifference
AAPL4.47%6.59%2.12%
NVDA0.56%7.51%6.95%
MSFT2.03%4.30%2.27%
AMZNProProPro
GOOGLProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
XOMProProPro
MUProProPro
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Frequently Asked Questions

Which is cheaper, FNDB or VOO?

FNDB has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, FNDB or VOO?

Over the past year FNDB returned +32.45% vs +22.62% for VOO, so FNDB leads on 1-year performance. Over the longest common window we track (13 years), FNDB annualized +11.82% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, FNDB or VOO?

FNDB has been the more volatile fund at 15.2% annualized versus 14.1% for VOO. Worst drawdown: FNDB -38.2% vs VOO -34.3%.

Should I hold both FNDB and VOO?

FNDB and VOO have a monthly-return correlation of 0.94, 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 FNDB and VOO?

FNDB and VOO share 481 common holdings with a 56.1% weight overlap. Combined, they hold 1651 unique securities.

Which pays a higher dividend, FNDB or VOO?

FNDB yields 1.46% while VOO yields 1.09%, so FNDB currently pays the higher dividend yield.

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