FRNW vs VOO

FRNW vs VOO
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Quick Verdict

VOO has a lower expense ratio. FRNW delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: FRNWMore Diversified: VOO

Side-by-Side Comparison

MetricFRNWVOOWinner
Expense Ratio0.39%0.03%
AUM$98M$997.4B
Dividend Yield1.24%1.08%
Holdings68509
YTD Return+5.99%+12.68%
1Y Return+29.38%+21.87%
3Y Return (annualized)+9.88%+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)29.2%14.1%
Max Drawdown-59.4%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 5, 2021Sep 7, 2010

FRNW vs VOO Performance

Fidelity Clean Energy ETF (FRNW) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FRNW returned +29.38% while VOO returned +21.87%. Year to date, FRNW is up 5.99% versus a gain of 12.68% for VOO.

Over three years, FRNW compounded at +9.88% per year against +22.06% for VOO. Across the full 5-year window we track, VOO has the edge at +13.47% annualized vs -1.64%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FRNW has been the more volatile fund, with annualized monthly volatility of 29.2% 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 -59.4% for FRNW 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FRNW charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, FRNW currently yields 1.24% against 1.08% for VOO.

Holdings Overlap

0.5%overlap

FRNW and VOO share 2 holdings out of 554 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FRNWWeight in VOODifference
GEV5.99%0.49%5.50%
FSLR3.68%0.04%3.64%

Frequently Asked Questions

Which is cheaper, FRNW or VOO?

FRNW has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, FRNW or VOO?

Over the past year FRNW returned +29.38% vs +21.87% for VOO, so FRNW leads on 1-year performance. Over the longest common window we track (5 years), FRNW annualized -1.64% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, FRNW or VOO?

FRNW has been the more volatile fund at 29.2% annualized versus 14.1% for VOO. Worst drawdown: FRNW -59.4% vs VOO -34.3%.

Should I hold both FRNW and VOO?

FRNW and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FRNW and VOO?

FRNW and VOO share 2 common holdings with a 0.5% weight overlap. Combined, they hold 554 unique securities.

Which pays a higher dividend, FRNW or VOO?

FRNW yields 1.24% while VOO yields 1.08%, so FRNW currently pays the higher dividend yield.

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