FZILX vs VTIAX

FZILX vs VTIAX

Which is better, FZILX or VTIAX?

Nearly the same fund. FZILX costs less.

FZILX has a lower expense ratio. FZILX led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98.

Lower Fees: FZILXHigher Returns: FZILX

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

MetricFZILXVTIAX
Expense Ratio0.00%Best0.09%
AUM$12.3B$102.0B
Dividend Yield2.27%2.47%
Holdings2,1728,762
YTD Price Return+15.88%Best+13.91%
1Y Price Return+20.91%Best+18.92%
3Y Price Return (annualized)+17.62%Best+16.38%
5Y Price Return (annualized)+6.62%Best+5.61%
Volatility (annualized)15.3%Best15.6%
Max Drawdown-32.3%-31.8%Best
$10,000 over 5 years$13,778Best$13,138
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 2, 2018Nov 29, 2010

Not shown on this pair: Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FZILX or VTIAX. Both funds are measured the same way, so the comparison holds. FZILX yields 2.27% and VTIAX 2.47% on top.

Volatility and max drawdown are measured over the window both funds cover: Sep 15, 2021 to Sep 11, 2026 (5 years).

FZILX vs VTIAX 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 5 years both funds cover. Prices exclude distributions, on both funds alike.

FZILX vs VTIAX Performance

Fidelity ZERO International Index Fund (FZILX) is a mutual fund from Fidelity Investments (US) and Vanguard Total International Stock Index Fund Admiral (VTIAX) is a mutual fund from Vanguard (US). Over the past year FZILX returned +20.91% while VTIAX returned +18.92%. Year to date, FZILX is up 15.88% versus a gain of 13.91% for VTIAX.

Over three years, FZILX compounded at +17.62% per year against +16.38% for VTIAX; over five years the annualized figures are +6.62% and +5.61% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTIAX has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 15.3% for FZILX. 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 -32.3% for FZILX and -31.8% for VTIAX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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

FZILX charges 0.00% per year while VTIAX charges 0.09%. On a $10,000 position that is $0 vs $9 annually, a gap of $9 per year that compounds over a long holding period. On income, FZILX currently yields 2.27% against 2.47% for VTIAX.

Holdings Overlap

FZILX already in VTIAX86.5%

At least 86.5% of FZILX's money is in holdings VTIAX also owns.

Stated as a floor: for VTIAX, our book for it covers 90.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of FZILX is already inside VTIAX. Owning both mostly buys the same companies twice.

1,859 positions in common, counted across the 2,141 positions we hold weights for in FZILX and 8,504 in VTIAX, against full books of 2,172 and 8,762.

Top Shared Holdings

StockWeight in FZILXWeight in VTIAXDifference
2330:TWTsmc3.57%3.24%0.33%
ASML:ASAsml Holding Nv1.49%1.36%0.13%
0700:HKTencent Holdings Ltd Ordinary Shares1.26%1.15%0.11%
9988:HKAlibaba Group Holding Limited Ordinary Shares1.09%0.92%0.17%
000660:KRSk Hynix Inc Common Stock KRW 50000.92%0.81%0.11%
HSBA:LNHsbc Securities Inc0.81%0.73%0.08%
AZN:LNAstraZeneca PLC0.78%0.67%0.11%
NOVN:SMNovartis Ag Ordinary Shares0.76%0.69%0.07%
7203:TKToyota Motor Corp0.72%0.58%0.14%
NESN:SMNestle Sa0.66%0.58%0.08%

86.5% of FZILX is already inside VTIAX.

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

FZILXVTIAX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FZILX or VTIAX?

FZILX has an expense ratio of 0.00% while VTIAX charges 0.09%. FZILX is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, FZILX or VTIAX?

Over the past year FZILX returned +20.91% vs +18.92% for VTIAX, so FZILX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FZILX or VTIAX?

VTIAX has been the more volatile fund at 15.6% annualized versus 15.3% for FZILX. Worst drawdown: FZILX -32.3% vs VTIAX -31.8%.

Should I hold both FZILX and VTIAX?

FZILX and VTIAX have a monthly-return correlation of 0.98, 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 FZILX and VTIAX?

At least 86.5% of FZILX's money is in holdings VTIAX also owns. Our book for VTIAX is partial, so the real figure is this or higher. They hold 1,859 positions in common, counted across the 2,141 positions we hold weights for in FZILX and 8,504 in VTIAX.

Which pays a higher dividend, FZILX or VTIAX?

FZILX yields 2.27% while VTIAX yields 2.47%, so VTIAX currently pays the higher dividend yield.

Is VTIAX better than FZILX?

FZILX has a lower expense ratio. FZILX led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.