FSIG vs VOO

FSIG vs VOO

Which is better, FSIG or VOO?

VOO has been ahead.

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

Lower Fees: VOOHigher Returns: VOO

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

MetricFSIGVOO
Expense Ratio0.44%0.03%Best
AUM$1.5B$997.4B
Dividend Yield4.84%1.08%
Holdings637509
YTD Return+0.66%+13.37%Best
1Y Return+1.77%+20.08%Best
3Y Return (annualized)+5.01%+21.29%Best
5Y Return (annualized)-+12.89%
Volatility (annualized)3.2%Best15.7%
Max Drawdown-6.9%Best-24.5%
$10,000 over 4.8 years$11,322$17,556Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionNov 17, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Nov 18, 2021 to Sep 4, 2026 (4.8 years).

FSIG vs VOO 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 4.8 years both funds cover.

FSIG vs VOO Performance

First Trust Limited Duration Investment Grade Corporate ETF (FSIG) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FSIG returned +1.77% while VOO returned +20.08%. Year to date, FSIG is up 0.66% versus a gain of 13.37% for VOO.

Over three years, FSIG compounded at +5.01% per year against +21.29% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 3.2% for FSIG. 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 -6.9% for FSIG and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FSIG charges 0.44% per year while VOO charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, FSIG currently yields 4.84% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 198 holdings in FSIG and 505 in VOO, totalling 62.1% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 198 positions we hold weights for in FSIG and 505 in VOO, against full books of 637 and 509.

You are not choosing between two funds in isolation.

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

FSIGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FSIG or VOO?

FSIG has an expense ratio of 0.44% while VOO charges 0.03%. VOO is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, FSIG or VOO?

Over the past year FSIG returned +1.77% vs +20.08% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FSIG or VOO?

VOO has been the more volatile fund at 15.7% annualized versus 3.2% for FSIG. Worst drawdown: FSIG -6.9% vs VOO -24.5%.

Should I hold both FSIG and VOO?

FSIG and VOO have a monthly-return correlation of 0.65, 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, FSIG or VOO?

FSIG yields 4.84% while VOO yields 1.08%, so FSIG currently pays the higher dividend yield.

Is VOO better than FSIG?

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