FDMO 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

MetricFDMOVOOWinner
Expense Ratio0.15%0.03%
AUM$957M$979.0B
Dividend Yield0.58%1.09%
Holdings130509
YTD Return+13.70%+13.80%
1Y Return+22.99%+23.71%
3Y Return (annualized)+26.27%+21.50%
5Y Return (annualized)+14.52%+13.44%
Volatility (annualized)16.5%14.1%
Max Drawdown-34.2%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 12, 2016Sep 7, 2010

FDMO vs VOO Performance

Fidelity Momentum Factor ETF (FDMO) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FDMO returned +22.99% while VOO returned +23.71%. Year to date, FDMO is up 13.70% versus a gain of 13.80% for VOO.

Over three years, FDMO compounded at +26.27% per year against +21.50% for VOO; over five years the annualized figures are +14.52% and +13.44% respectively. Across the full 10-year window we track, FDMO has the edge at +15.00% annualized vs +13.58%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDMO has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.1% for VOO. 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 -34.2% for FDMO 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FDMO charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, FDMO currently yields 0.58% against 1.09% for VOO.

Holdings Overlap

54.2%overlap

FDMO and VOO share 82 holdings out of 548 unique holdings combined, representing a 54.2% weight overlap.

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

Top Shared Holdings

StockWeight in FDMOWeight in VOODifference
NVDA7.33%7.51%0.18%
AAPL6.06%6.59%0.53%
GOOGL5.95%3.25%2.70%
MSFTProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
MUProProPro
AMDProProPro
See all 10 holdings FDMO shares with VOO
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Frequently Asked Questions

Which is cheaper, FDMO or VOO?

FDMO has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, FDMO or VOO?

Over the past year FDMO returned +22.99% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), FDMO annualized +15.00% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, FDMO or VOO?

FDMO has been the more volatile fund at 16.5% annualized versus 14.1% for VOO. Worst drawdown: FDMO -34.2% vs VOO -34.3%.

Should I hold both FDMO and VOO?

FDMO and VOO have a monthly-return correlation of 0.95, 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 FDMO and VOO?

FDMO and VOO share 82 common holdings with a 54.2% weight overlap. Combined, they hold 548 unique securities.

Which pays a higher dividend, FDMO or VOO?

FDMO yields 0.58% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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