FTBD vs VOO
FTBD vs VOO
Fidelity Tactical Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. FTBD offers more diversification with 618 holdings.
Side-by-Side Comparison
| Metric | FTBD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $37M | $979.0B | |
| Dividend Yield | 5.46% | 1.09% | |
| Holdings | 1,525 | 509 | |
| YTD Return | +0.41% | +9.95% | |
| 1Y Return | +3.63% | +19.58% | |
| 3Y Return (annualized) | +4.86% | +19.43% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 5.8% | 14.2% | |
| Max Drawdown | -7.0% | -34.3% | |
| Fund Family | Fidelity Investments (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 24, 2023 | Sep 7, 2010 |
FTBD vs VOO Performance
Fidelity Tactical Bond ETF (FTBD) is a ETF from Fidelity Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FTBD returned +3.63% while VOO returned +19.58%. Year to date, FTBD is up 0.41% versus a gain of 9.95% for VOO.
Over three years, FTBD compounded at +4.86% per year against +19.43% for VOO. Across the full 4-year window we track, VOO has the edge at +13.35% annualized vs +3.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.8% for FTBD. 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 -7.0% for FTBD 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FTBD charges 0.55% per year while VOO 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, FTBD currently yields 5.46% against 1.09% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, FTBD or VOO?
FTBD has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, FTBD or VOO?
Over the past year FTBD returned +3.63% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), FTBD annualized +3.97% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, FTBD or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 5.8% for FTBD. Worst drawdown: FTBD -7.0% vs VOO -34.3%.
Should I hold both FTBD and VOO?
FTBD and VOO have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FTBD and VOO?
FTBD and VOO share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1121 unique securities.
Which pays a higher dividend, FTBD or VOO?
FTBD yields 5.46% while VOO yields 1.09%, so FTBD currently pays the higher dividend yield.
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