FSST vs IVV

FSST vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricFSSTIVVWinner
Expense Ratio0.59%0.03%
AUM$13M$907.0B
Dividend Yield1.55%1.10%
Holdings90508
YTD Return+15.66%+13.22%
1Y Return+12.71%+21.62%
3Y Return (annualized)+19.45%+22.17%
5Y Return (annualized)-+13.42%
Volatility (annualized)17.4%15.1%
Max Drawdown-26.3%-56.5%
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionJun 15, 2021May 15, 2000

FSST vs IVV Performance

Fidelity Sustainable US Equity ETF (FSST) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FSST returned +12.71% while IVV returned +21.62%. Year to date, FSST is up 15.66% versus a gain of 13.22% for IVV.

Over three years, FSST compounded at +19.45% per year against +22.17% for IVV. Across the full 4-year window we track, FSST has the edge at +11.54% annualized vs +7.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FSST has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.1% for IVV. 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 -26.3% for FSST and -56.5% for IVV. 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FSST charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, FSST currently yields 1.55% against 1.10% for IVV.

Holdings Overlap

40.6%overlap

FSST and IVV share 63 holdings out of 536 unique holdings combined, representing a 40.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FSSTWeight in IVVDifference
NVDA8.95%7.76%1.19%
AAPL5.57%7.44%1.87%
MSFT7.00%4.57%2.43%
AMZNProProPro
GOOGLProProPro
METAProProPro
LLYProProPro
JPMProProPro
AVGOProProPro
NFLXProProPro
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Frequently Asked Questions

Which is cheaper, FSST or IVV?

FSST has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, FSST or IVV?

Over the past year FSST returned +12.71% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), FSST annualized +11.54% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, FSST or IVV?

FSST has been the more volatile fund at 17.4% annualized versus 15.1% for IVV. Worst drawdown: FSST -26.3% vs IVV -56.5%.

Should I hold both FSST and IVV?

FSST and IVV have a monthly-return correlation of 0.98, 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 FSST and IVV?

FSST and IVV share 63 common holdings with a 40.6% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, FSST or IVV?

FSST yields 1.55% while IVV yields 1.10%, so FSST currently pays the higher dividend yield.

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