FLTB 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

MetricFLTBVOOWinner
Expense Ratio0.25%0.03%
AUM$408M$979.0B
Dividend Yield4.76%1.09%
Holdings937509
YTD Return+1.16%+13.53%
1Y Return+3.40%+23.65%
3Y Return (annualized)+5.54%+21.27%
5Y Return (annualized)+2.29%+13.52%
Volatility (annualized)128.3%14.1%
Max Drawdown-73.5%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionOct 6, 2014Sep 7, 2010

FLTB vs VOO Performance

Fidelity Limited Term Bond ETF (FLTB) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FLTB returned +3.40% while VOO returned +23.65%. Year to date, FLTB is up 1.16% versus a gain of 13.53% for VOO.

Over three years, FLTB compounded at +5.54% per year against +21.27% for VOO; over five years the annualized figures are +2.29% and +13.52% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +7.74%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLTB has been the more volatile fund, with annualized monthly volatility of 128.3% 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 -73.5% for FLTB 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLTB charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, FLTB currently yields 4.76% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

FLTB and VOO share 1 holdings out of 521 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLTBWeight in VOODifference
SATS0.04%0.02%0.02%

Frequently Asked Questions

Which is cheaper, FLTB or VOO?

FLTB has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, FLTB or VOO?

Over the past year FLTB returned +3.40% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), FLTB annualized +7.74% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, FLTB or VOO?

FLTB has been the more volatile fund at 128.3% annualized versus 14.1% for VOO. Worst drawdown: FLTB -73.5% vs VOO -34.3%.

Should I hold both FLTB and VOO?

FLTB and VOO have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLTB and VOO?

FLTB and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 521 unique securities.

Which pays a higher dividend, FLTB or VOO?

FLTB yields 4.76% while VOO yields 1.09%, so FLTB currently pays the higher dividend yield.

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