FFLV vs VTI

Quick Verdict

VTI has a lower expense ratio. FFLV delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: FFLVMore Diversified: VTI

Side-by-Side Comparison

MetricFFLVVTIWinner
Expense Ratio0.38%0.03%
AUM$16M$663.5B
Dividend Yield1.41%1.07%
Holdings1193,543
YTD Return+16.27%+10.14%
1Y Return+30.05%+19.82%
3Y Return (annualized)-+18.94%
5Y Return (annualized)-+11.79%
Volatility (annualized)12.5%15.4%
Max Drawdown-16.7%-56.6%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 9, 2024May 24, 2001

FFLV vs VTI Performance

Fidelity Fundamental Large Cap Value ETF (FFLV) is a ETF from Fidelity Investments (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FFLV returned +30.05% while VTI returned +19.82%. Year to date, FFLV is up 16.27% versus a gain of 10.14% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 12.5% for FFLV. 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 -16.7% for FFLV 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FFLV charges 0.38% per year while VTI charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, FFLV currently yields 1.41% against 1.07% for VTI.

Holdings Overlap

23.2%overlap

FFLV and VTI share 87 holdings out of 2801 unique holdings combined, representing a 23.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FFLVWeight in VTIDifference
AMZN6.86%3.17%3.69%
MSFT4.94%3.81%1.13%
AAPL2.82%5.84%3.02%
XOMProProPro
GOOGLProProPro
CSCOProProPro
WFCProProPro
BACProProPro
JNJProProPro
MRKProProPro
See all 10 holdings FFLV shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, FFLV or VTI?

FFLV has an expense ratio of 0.38% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, FFLV or VTI?

Over the past year FFLV returned +30.05% vs +19.82% for VTI, so FFLV leads on 1-year performance. Over the longest common window we track (2 years), FFLV annualized +17.06% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, FFLV or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 12.5% for FFLV. Worst drawdown: FFLV -16.7% vs VTI -56.6%.

Should I hold both FFLV and VTI?

FFLV and VTI have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFLV and VTI?

FFLV and VTI share 87 common holdings with a 23.2% weight overlap. Combined, they hold 2801 unique securities.

Which pays a higher dividend, FFLV or VTI?

FFLV yields 1.41% while VTI yields 1.07%, so FFLV currently pays the higher dividend yield.

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