FMDE 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

MetricFMDEVOOWinner
Expense Ratio0.23%0.03%
AUM$7.4B$979.0B
Dividend Yield1.08%1.09%
Holdings342509
YTD Return+15.33%+13.31%
1Y Return+22.12%+24.01%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+13.34%
Volatility (annualized)13.2%14.1%
Max Drawdown-21.1%-34.3%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 20, 2023Sep 7, 2010

FMDE vs VOO Performance

Fidelity Enhanced Mid Cap Core ETF (FMDE) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FMDE returned +22.12% while VOO returned +24.01%. Year to date, FMDE is up 15.33% versus a gain of 13.31% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.2% for FMDE. 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 -21.1% for FMDE 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMDE charges 0.23% per year while VOO charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, FMDE currently yields 1.08% against 1.09% for VOO.

Holdings Overlap

9.0%overlap

FMDE and VOO share 184 holdings out of 739 unique holdings combined, representing a 9.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FMDEWeight in VOODifference
TER1.14%0.12%1.02%
HWM0.96%0.17%0.79%
BK0.97%0.15%0.82%
KEYSProProPro
FIXProProPro
WDCProProPro
LHXProProPro
HUMProProPro
MPCProProPro
KMIProProPro
See all 10 holdings FMDE shares with VOO
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Frequently Asked Questions

Which is cheaper, FMDE or VOO?

FMDE has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, FMDE or VOO?

Over the past year FMDE returned +22.12% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), FMDE annualized +22.38% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, FMDE or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.2% for FMDE. Worst drawdown: FMDE -21.1% vs VOO -34.3%.

Should I hold both FMDE and VOO?

FMDE and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMDE and VOO?

FMDE and VOO share 184 common holdings with a 9.0% weight overlap. Combined, they hold 739 unique securities.

Which pays a higher dividend, FMDE or VOO?

FMDE yields 1.08% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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