ONEQ vs VTI

ONEQ vs VTI
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Quick Verdict

VTI has a lower expense ratio. ONEQ delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: ONEQMore Diversified: VTI

Side-by-Side Comparison

MetricONEQVTIWinner
Expense Ratio0.21%0.03%
AUM$10.4B$666.9B
Dividend Yield0.62%1.07%
Holdings8983,543
YTD Return+12.74%+12.65%
1Y Return+23.93%+21.39%
3Y Return (annualized)+25.47%+21.54%
5Y Return (annualized)+13.22%+12.11%
Volatility (annualized)17.9%15.3%
Max Drawdown-55.5%-56.6%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 25, 2003May 24, 2001

ONEQ vs VTI Performance

Fidelity Nasdaq Composite Index ETF (ONEQ) is a ETF from Fidelity Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ONEQ returned +23.93% while VTI returned +21.39%. Year to date, ONEQ is up 12.74% versus a gain of 12.65% for VTI.

Over three years, ONEQ compounded at +25.47% per year against +21.54% for VTI; over five years the annualized figures are +13.22% and +12.11% respectively. Across the full 23-year window we track, ONEQ has the edge at +12.43% annualized vs +8.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ONEQ has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.3% for VTI. 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 -55.5% for ONEQ and -56.6% for VTI. 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ONEQ charges 0.21% per year while VTI charges 0.03%. On a $10,000 position that is $21 vs $3 annually, a gap of $18 per year that compounds over a long holding period. On income, ONEQ currently yields 0.62% against 1.07% for VTI.

Holdings Overlap

51.7%overlap

ONEQ and VTI share 479 holdings out of 3041 unique holdings combined, representing a 51.7% weight overlap.

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

Top Shared Holdings

StockWeight in ONEQWeight in VTIDifference
NVDA10.62%6.32%4.30%
AAPL9.32%5.84%3.48%
MSFT6.08%3.81%2.27%
AMZNProProPro
GOOGLProProPro
GOOGProProPro
AVGOProProPro
TSLAProProPro
MUProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, ONEQ or VTI?

ONEQ has an expense ratio of 0.21% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

Which performed better, ONEQ or VTI?

Over the past year ONEQ returned +23.93% vs +21.39% for VTI, so ONEQ leads on 1-year performance. Over the longest common window we track (23 years), ONEQ annualized +12.43% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, ONEQ or VTI?

ONEQ has been the more volatile fund at 17.9% annualized versus 15.3% for VTI. Worst drawdown: ONEQ -55.5% vs VTI -56.6%.

Should I hold both ONEQ and VTI?

ONEQ and VTI have a monthly-return correlation of 0.94, 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 ONEQ and VTI?

ONEQ and VTI share 479 common holdings with a 51.7% weight overlap. Combined, they hold 3041 unique securities.

Which pays a higher dividend, ONEQ or VTI?

ONEQ yields 0.62% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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