FYEE vs VOO

FYEE vs VOO

Which is better, FYEE or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 39.8%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: 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

MetricFYEEVOO
Expense Ratio0.28%0.03%Best
AUM$218M$997.4B
Dividend Yield8.15%1.04%
Holdings187509
YTD Return+4.87%+11.98%Best
1Y Return+8.74%+16.45%Best
3Y Return (annualized)-+21.19%
5Y Return (annualized)-+12.95%
Volatility (annualized)9.8%Best11.8%
Max Drawdown-18.8%-18.7%Best
$10,000 over 2.4 years$13,426$15,044Best
Top 10 Weight39.8%37.6%Best
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 9, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 11, 2024 to Sep 14, 2026 (2.4 years).

FYEE 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 2.4 years both funds cover.

FYEE vs VOO Performance

Fidelity Yield Enhanced Equity ETF (FYEE) is an ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FYEE returned +8.74% while VOO returned +16.45%. Year to date, FYEE is up 4.87% versus a gain of 11.98% 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 11.8% compared with 9.8% for FYEE. 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 -18.8% for FYEE and -18.7% 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FYEE charges 0.28% per year while VOO charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, FYEE currently yields 8.15% against 1.04% for VOO.

Holdings Overlap

FYEE already in VOO88.2%
VOO already in FYEE67.5%

88.2% of FYEE's money is in holdings VOO also owns. 67.5% of VOO's money is in holdings FYEE also owns.

Most of FYEE is already inside VOO. Owning both mostly buys the same companies twice.

104 positions in common, counted across the 181 positions we hold weights for in FYEE and 494 in VOO, against full books of 187 and 509.

What only one of them owns

Our book lists 384 positions for VOO that do not appear in our book for FYEE (31.8% of the fund), and 68 for FYEE that do not appear in VOO (10.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FYEEWeight in VOODifference
NVDANvidia Corp8.53%7.55%0.98%
AAPLApple, Inc7.48%7.05%0.43%
MSFTMicrosoft Corp5.14%5.36%0.22%
AMZNAmazon.Com Inc3.91%4.13%0.22%
GOOGLAlphabet Inc,class A3.18%3.24%0.06%
AVGOBroadcom Inc2.91%2.86%0.05%
GOOGAlphabet Inc1.83%2.62%0.79%
METAMeta Platforms Inc2.25%1.90%0.35%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.83%1.46%0.37%
JPMJpmorgan Chase1.69%1.46%0.23%

88.2% of FYEE is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FYEEVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FYEE or VOO?

FYEE has an expense ratio of 0.28% while VOO charges 0.03%. VOO is the cheaper option, by $25 a year on a $10,000 investment.

Which performed better, FYEE or VOO?

Over the past year FYEE returned +8.74% vs +16.45% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), FYEE annualized +13.06% vs +18.55% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FYEE or VOO?

VOO has been the more volatile fund at 11.8% annualized versus 9.8% for FYEE. Worst drawdown: FYEE -18.8% vs VOO -18.7%.

Should I hold both FYEE and VOO?

FYEE and VOO have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between FYEE and VOO?

88.2% of FYEE's money is in holdings VOO also owns. 67.5% of VOO's is in holdings FYEE also owns. They hold 104 positions in common, counted across the 181 positions we hold weights for in FYEE and 494 in VOO.

Which pays a higher dividend, FYEE or VOO?

FYEE yields 8.15% while VOO yields 1.04%, so FYEE currently pays the higher dividend yield.

Is VOO better than FYEE?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 39.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.