FBND vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricFBNDVOOWinner
Expense Ratio0.36%0.03%
AUM$26.6B$979.0B
Dividend Yield5.07%1.09%
Holdings1,558509
YTD Return-0.33%+9.95%
1Y Return+2.89%+19.58%
3Y Return (annualized)+4.55%+19.43%
5Y Return (annualized)+0.29%+12.89%
Volatility (annualized)5.0%14.2%
Max Drawdown-17.3%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionOct 6, 2014Sep 7, 2010

FBND vs VOO Performance

Fidelity Total Bond ETF (FBND) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FBND returned +2.89% while VOO returned +19.58%. Year to date, FBND is down 0.33% versus a gain of 9.95% for VOO.

Over three years, FBND compounded at +4.55% per year against +19.43% for VOO; over five years the annualized figures are +0.29% and +12.89% respectively. Across the full 12-year window we track, VOO has the edge at +13.35% annualized vs +0.95%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.0% for FBND. 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 -17.3% for FBND 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FBND charges 0.36% per year while VOO charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, FBND currently yields 5.07% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

FBND and VOO share 1 holdings out of 545 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FBNDWeight in VOODifference
SATS0.05%0.02%0.03%

Frequently Asked Questions

Which is cheaper, FBND or VOO?

FBND has an expense ratio of 0.36% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, FBND or VOO?

Over the past year FBND returned +2.89% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), FBND annualized +0.95% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, FBND or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 5.0% for FBND. Worst drawdown: FBND -17.3% vs VOO -34.3%.

Should I hold both FBND and VOO?

FBND and VOO have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FBND and VOO?

FBND and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 545 unique securities.

Which pays a higher dividend, FBND or VOO?

FBND yields 5.07% while VOO yields 1.09%, so FBND currently pays the higher dividend yield.

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