FDVV vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricFDVVVXUSWinner
Expense Ratio0.15%0.05%
AUM$9.7B$156.5B
Dividend Yield2.87%2.60%
Holdings1028,747
YTD Return+11.50%+11.13%
1Y Return+20.46%+27.13%
3Y Return (annualized)+18.37%+17.24%
5Y Return (annualized)+14.24%+8.71%
Volatility (annualized)16.2%15.1%
Max Drawdown-41.1%-39.9%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 12, 2016Jan 26, 2011

FDVV vs VXUS Performance

Fidelity High Dividend ETF (FDVV) is a ETF from Fidelity Investments (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year FDVV returned +20.46% while VXUS returned +27.13%. Year to date, FDVV is up 11.50% versus a gain of 11.13% for VXUS.

Over three years, FDVV compounded at +18.37% per year against +17.24% for VXUS; over five years the annualized figures are +14.24% and +8.71% respectively. Across the full 10-year window we track, FDVV has the edge at +11.71% annualized vs +4.66%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDVV has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.1% for VXUS. 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 -41.1% for FDVV and -39.9% for VXUS. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDVV charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, FDVV currently yields 2.87% against 2.60% for VXUS.

Holdings Overlap

0.2%overlap

FDVV and VXUS share 5 holdings out of 7952 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDVVWeight in VXUSDifference
BMPS:MI1.45%0.05%1.40%
BAMI:MI1.38%0.05%1.33%
ORK:OS1.16%0.02%1.14%
2345:TWProProPro
MAERSK.B:COProProPro
See all 5 holdings FDVV shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, FDVV or VXUS?

FDVV has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, FDVV or VXUS?

Over the past year FDVV returned +20.46% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), FDVV annualized +11.71% vs +4.66% for VXUS. Past performance does not guarantee future results.

Which is riskier, FDVV or VXUS?

FDVV has been the more volatile fund at 16.2% annualized versus 15.1% for VXUS. Worst drawdown: FDVV -41.1% vs VXUS -39.9%.

Should I hold both FDVV and VXUS?

FDVV and VXUS have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FDVV and VXUS?

FDVV and VXUS share 5 common holdings with a 0.2% weight overlap. Combined, they hold 7952 unique securities.

Which pays a higher dividend, FDVV or VXUS?

FDVV yields 2.87% while VXUS yields 2.60%, so FDVV currently pays the higher dividend yield.

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