FFDI vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricFFDIIVVWinner
Expense Ratio0.55%0.03%
AUM$20M$865.2B
Dividend Yield1.99%1.09%
Holdings110508
YTD Return+9.37%+13.80%
1Y Return+12.98%+23.70%
3Y Return (annualized)-+21.49%
5Y Return (annualized)-+13.43%
Volatility (annualized)12.5%15.1%
Max Drawdown-14.4%-56.5%
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 19, 2024May 15, 2000

FFDI vs IVV Performance

Fidelity Fundamental Developed International ETF (FFDI) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FFDI returned +12.98% while IVV returned +23.70%. Year to date, FFDI is up 9.37% versus a gain of 13.80% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.5% for FFDI. 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 -14.4% for FFDI and -56.5% for IVV. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FFDI charges 0.55% per year while IVV charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, FFDI currently yields 1.99% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

FFDI and IVV share 0 holdings out of 600 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FFDI or IVV?

FFDI has an expense ratio of 0.55% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, FFDI or IVV?

Over the past year FFDI returned +12.98% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), FFDI annualized +19.48% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, FFDI or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 12.5% for FFDI. Worst drawdown: FFDI -14.4% vs IVV -56.5%.

Should I hold both FFDI and IVV?

FFDI and IVV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFDI and IVV?

FFDI and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 600 unique securities.

Which pays a higher dividend, FFDI or IVV?

FFDI yields 1.99% while IVV yields 1.09%, so FFDI currently pays the higher dividend yield.

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