FDWM vs VTI
FDWM vs VTI
Fidelity Womens Leadership ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | FDWM | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $5M | $663.5B | |
| Dividend Yield | 0.52% | 1.07% | |
| Holdings | 82 | 3,543 | |
| YTD Return | +17.37% | +13.39% | |
| 1Y Return | +14.55% | +23.21% | |
| 3Y Return (annualized) | +16.64% | +20.65% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 17.3% | 15.3% | |
| Max Drawdown | -29.1% | -56.6% | |
| Fund Family | Fidelity Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2021 | May 24, 2001 |
FDWM vs VTI Performance
Fidelity Womens Leadership ETF (FDWM) is a ETF from Fidelity Investments (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FDWM returned +14.55% while VTI returned +23.21%. Year to date, FDWM is up 17.37% versus a gain of 13.39% for VTI.
Over three years, FDWM compounded at +16.64% per year against +20.65% for VTI. Across the full 4-year window we track, VTI has the edge at +8.11% annualized vs +7.73%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FDWM has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -29.1% for FDWM 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FDWM charges 0.59% per year while VTI charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, FDWM currently yields 0.52% against 1.07% for VTI.
Holdings Overlap
FDWM and VTI share 75 holdings out of 2794 unique holdings combined, representing a 34.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in FDWM | Weight in VTI | Difference |
|---|---|---|---|
| NVDA | 7.02% | 6.32% | 0.70% |
| AAPL | 5.91% | 5.84% | 0.07% |
| MSFT | 7.10% | 3.81% | 3.29% |
| AMZN | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| JPM:US | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| GEV | Pro | Pro | Pro |
| MA | Pro | Pro | Pro |
See all 10 holdings FDWM shares with VTI Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, FDWM or VTI?
FDWM has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, FDWM or VTI?
Over the past year FDWM returned +14.55% vs +23.21% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), FDWM annualized +7.73% vs +8.11% for VTI. Past performance does not guarantee future results.
Which is riskier, FDWM or VTI?
FDWM has been the more volatile fund at 17.3% annualized versus 15.3% for VTI. Worst drawdown: FDWM -29.1% vs VTI -56.6%.
Should I hold both FDWM and VTI?
FDWM and VTI 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 FDWM and VTI?
FDWM and VTI share 75 common holdings with a 34.3% weight overlap. Combined, they hold 2794 unique securities.
Which pays a higher dividend, FDWM or VTI?
FDWM yields 0.52% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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