FNILX vs VXUS

FNILX vs VXUS

Which is better, FNILX or VXUS?

Large Cap Growth against Large Cap Blend.

FNILX has a lower expense ratio. FNILX led over 3Y, 5Y and the full window, VXUS over 1Y.

Lower Fees: FNILXHigher Returns: split

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

MetricFNILXVXUS
Expense Ratio0.00%Best0.05%
AUM-$158.1B
Dividend Yield0.90%2.51%
Holdings5088,747
YTD Price Return+11.74%+11.95%Best
1Y Price Return+14.89%+16.33%Best
3Y Price Return (annualized)+20.02%Best+15.84%
5Y Price Return (annualized)+11.21%Best+5.24%
Volatility (annualized)15.3%Tie15.3%Tie
Max Drawdown-26.6%Best-31.2%
$10,000 over 5 years$17,011Best$12,909
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionSep 13, 2018Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FNILX. Both funds are measured the same way, so the comparison holds. FNILX yields 0.90% and VXUS 2.51% on top.

Volatility and max drawdown are measured over the window both funds cover: Sep 16, 2021 to Sep 14, 2026 (5 years).

FNILX vs VXUS 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 years both funds cover. Prices exclude distributions, on both funds alike.

FNILX vs VXUS Performance

Fidelity ZERO Large Cap Index Fund (FNILX) is a mutual fund from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year FNILX returned +14.89% while VXUS returned +16.33%. Year to date, FNILX is up 11.74% versus a gain of 11.95% for VXUS.

Over three years, FNILX compounded at +20.02% per year against +15.84% for VXUS; over five years the annualized figures are +11.21% and +5.24% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNILX and VXUS have been equally volatile, both at 15.3% annualized.

The deepest peak-to-trough decline in our data was -26.6% for FNILX and -31.2% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FNILX charges 0.00% per year while VXUS charges 0.05%. On a $10,000 position that is $0 vs $5 annually, a gap of $5 per year that compounds over a long holding period. On income, FNILX currently yields 0.90% against 2.51% for VXUS.

Structure and taxes

FNILX is a mutual fund and VXUS is an ETF. A mutual fund prices once a day at net asset value and may carry a purchase minimum. An ETF trades through the day at whatever the market pays for it.

In a taxable account the difference that usually matters is distributions. An ETF can meet redemptions in kind, so it rarely has to sell holdings and rarely passes a capital gain to the people who held it; a mutual fund that sells holdings to meet redemptions can distribute a realised gain at year end to everyone still in the fund, whether or not they sold anything themselves. In a tax-deferred account that difference largely disappears. Both are descriptions of how the two wrappers work, not a recommendation.

Tax-loss harvesting works on either wrapper.

Holdings Overlap

FNILX already in VXUS0.4%

At least 0.4% of FNILX's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

8 positions in common, counted across the 506 positions we hold weights for in FNILX and 8,082 in VXUS, against full books of 508 and 8,747.

Top Shared Holdings

StockWeight in FNILXWeight in VXUSDifference
MKLMarkel Group Inc0.04%0.76%0.72%
SUNBSunbelt Rentals0.05%0.07%0.02%
HBANHuntington Bancshares Inc./Oh0.05%0.05%0.00%
AMRZ:SMAmrize Ag0.04%0.06%0.02%
SRESempra Common Stock0.09%0.00%0.09%
RBA:CARb Global, Inc0.03%0.05%0.02%
HALHalliburton Co.0.04%0.02%0.02%
KRKroger Co.0.05%0.00%0.05%

You are not choosing between two funds in isolation.

Whichever of FNILX and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FNILXVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FNILX or VXUS?

FNILX has an expense ratio of 0.00% while VXUS charges 0.05%. FNILX is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, FNILX or VXUS?

Over the past year FNILX returned +14.89% vs +16.33% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FNILX or VXUS?

FNILX and VXUS have been equally volatile, both at 15.3% annualized. Worst drawdown: FNILX -26.6% vs VXUS -31.2%.

Should I hold both FNILX and VXUS?

FNILX and VXUS have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FNILX or VXUS?

FNILX yields 0.90% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is it better to hold FNILX or VXUS in a taxable account?

VXUS is an ETF and FNILX is a mutual fund. An ETF can meet redemptions in kind, so it rarely distributes a capital gain to the people holding it. A mutual fund that sells holdings to meet redemptions can pass a realised gain to every holder at year end. In a tax-deferred account that difference largely disappears. This is information, not a recommendation.

Is VXUS better than FNILX?

FNILX has a lower expense ratio. FNILX led over 3Y, 5Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.