FPRO vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricFPROVTIWinner
Expense Ratio0.57%0.03%
AUM$17M$666.9B
Dividend Yield2.45%1.07%
Holdings433,543
YTD Return+14.67%+14.96%
1Y Return+14.42%+22.39%
3Y Return (annualized)+10.36%+21.51%
5Y Return (annualized)+2.57%+12.36%
Volatility (annualized)18.7%15.4%
Max Drawdown-32.8%-56.6%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 2, 2021May 24, 2001

FPRO vs VTI Performance

Fidelity Real Estate Investment ETF (FPRO) is a ETF from Fidelity Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FPRO returned +14.42% while VTI returned +22.39%. Year to date, FPRO is up 14.67% versus a gain of 14.96% for VTI.

Over three years, FPRO compounded at +10.36% per year against +21.51% for VTI; over five years the annualized figures are +2.57% and +12.36% respectively. Across the full 6-year window we track, VTI has the edge at +8.16% annualized vs +6.67%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FPRO has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 15.4% 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 -32.8% for FPRO 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FPRO charges 0.57% per year while VTI 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, FPRO currently yields 2.45% against 1.07% for VTI.

Holdings Overlap

1.4%overlap

FPRO and VTI share 31 holdings out of 2799 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FPROWeight in VTIDifference
PLD9.36%0.17%9.19%
EQIX9.32%0.14%9.18%
AMT8.41%0.10%8.31%
WELLProProPro
SPGProProPro
DLRProProPro
KIMProProPro
CBREProProPro
VTRProProPro
PSAProProPro
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Frequently Asked Questions

Which is cheaper, FPRO or VTI?

FPRO has an expense ratio of 0.57% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, FPRO or VTI?

Over the past year FPRO returned +14.42% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), FPRO annualized +6.67% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, FPRO or VTI?

FPRO has been the more volatile fund at 18.7% annualized versus 15.4% for VTI. Worst drawdown: FPRO -32.8% vs VTI -56.6%.

Should I hold both FPRO and VTI?

FPRO and VTI have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FPRO and VTI?

FPRO and VTI share 31 common holdings with a 1.4% weight overlap. Combined, they hold 2799 unique securities.

Which pays a higher dividend, FPRO or VTI?

FPRO yields 2.45% while VTI yields 1.07%, so FPRO currently pays the higher dividend yield.

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