FTIHX vs VOO

FTIHX vs VOO
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Quick Verdict

VOO has a lower expense ratio. FTIHX delivered stronger 1-year returns. FTIHX offers more diversification with 5,059 holdings.

Lower Fees: VOOHigher Returns: FTIHXMore Diversified: FTIHX

Side-by-Side Comparison

MetricFTIHXVOOWinner
Expense Ratio0.06%0.03%
AUM-$997.4B
Dividend Yield2.46%1.08%
Holdings5,059509
YTD Return+15.87%+12.68%
1Y Return+23.71%+21.87%
3Y Return (annualized)+17.65%+22.06%
5Y Return (annualized)+6.75%+12.95%
Volatility (annualized)15.6%14.1%
Max Drawdown-32.0%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 7, 2016Sep 7, 2010

FTIHX vs VOO Performance

Fidelity Total International Index Fund (FTIHX) is a mutual fund from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FTIHX returned +23.71% while VOO returned +21.87%. Year to date, FTIHX is up 15.87% versus a gain of 12.68% for VOO.

Over three years, FTIHX compounded at +17.65% per year against +22.06% for VOO; over five years the annualized figures are +6.75% and +12.95% respectively. Across the full 5-year window we track, VOO has the edge at +13.47% annualized vs +6.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTIHX has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -32.0% for FTIHX 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FTIHX charges 0.06% per year while VOO charges 0.03%. On a $10,000 position that is $6 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, FTIHX currently yields 2.46% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

FTIHX and VOO share 4 holdings out of 5482 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FTIHXWeight in VOODifference
ORCL0.01%0.39%0.38%
QCOM0.00%0.30%0.30%
HAL0.02%0.04%0.02%
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Frequently Asked Questions

Which is cheaper, FTIHX or VOO?

FTIHX has an expense ratio of 0.06% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, FTIHX or VOO?

Over the past year FTIHX returned +23.71% vs +21.87% for VOO, so FTIHX leads on 1-year performance. Over the longest common window we track (5 years), FTIHX annualized +6.75% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, FTIHX or VOO?

FTIHX has been the more volatile fund at 15.6% annualized versus 14.1% for VOO. Worst drawdown: FTIHX -32.0% vs VOO -34.3%.

Should I hold both FTIHX and VOO?

FTIHX and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTIHX and VOO?

FTIHX and VOO share 4 common holdings with a 0.1% weight overlap. Combined, they hold 5482 unique securities.

Which pays a higher dividend, FTIHX or VOO?

FTIHX yields 2.46% while VOO yields 1.08%, so FTIHX currently pays the higher dividend yield.

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