FZILX vs VTIAX

FZILX vs VTIAX
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Quick Verdict

FZILX has a lower expense ratio. FZILX delivered stronger 1-year returns. VTIAX offers more diversification with 8,762 holdings.

Lower Fees: FZILXHigher Returns: FZILXMore Diversified: VTIAX

Side-by-Side Comparison

MetricFZILXVTIAXWinner
Expense Ratio0.00%0.09%
AUM$12.3B$102.0B
Dividend Yield2.35%2.55%
Holdings2,1728,762
YTD Return+16.76%+14.71%
1Y Return+25.32%+23.20%
3Y Return (annualized)+18.43%+17.20%
5Y Return (annualized)+7.29%+6.28%
Volatility (annualized)15.4%15.8%
Max Drawdown-32.8%-32.4%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionAug 2, 2018Nov 29, 2010

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 +25.32% while VTIAX returned +23.20%. Year to date, FZILX is up 16.76% versus a gain of 14.71% for VTIAX.

Over three years, FZILX compounded at +18.43% per year against +17.20% for VTIAX; over five years the annualized figures are +7.29% and +6.28% respectively. Across the full 5-year window we track, FZILX has the edge at +7.29% annualized vs +6.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTIAX has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 15.4% 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 -32.8% for FZILX and -32.4% for VTIAX. 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

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 2.35% against 2.55% for VTIAX.

Holdings Overlap

74.0%overlap

FZILX and VTIAX share 1854 holdings out of 8790 unique holdings combined, representing a 74.0% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in FZILXWeight in VTIAXDifference
2330:TW3.57%3.24%0.33%
ASML:AS1.49%1.36%0.13%
0700:HK1.26%1.15%0.11%
9988:HKProProPro
000660:KRProProPro
HSBA:LNProProPro
AZN:LNProProPro
NOVN:SMProProPro
7203:TKProProPro
NESN:SMProProPro
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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. On a $10,000 investment, that is $9 per year of difference.

Which performed better, FZILX or VTIAX?

Over the past year FZILX returned +25.32% vs +23.20% for VTIAX, so FZILX leads on 1-year performance. Over the longest common window we track (5 years), FZILX annualized +7.29% vs +6.28% for VTIAX. Past performance does not guarantee future results.

Which is riskier, FZILX or VTIAX?

VTIAX has been the more volatile fund at 15.8% annualized versus 15.4% for FZILX. Worst drawdown: FZILX -32.8% vs VTIAX -32.4%.

Should I hold both FZILX and VTIAX?

FZILX and VTIAX 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 FZILX and VTIAX?

FZILX and VTIAX share 1854 common holdings with a 74.0% weight overlap. Combined, they hold 8790 unique securities.

Which pays a higher dividend, FZILX or VTIAX?

FZILX yields 2.35% while VTIAX yields 2.55%, so VTIAX currently pays the higher dividend yield.

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