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by klos ✦

FITLX vs VOO

Fidelity U.S. Sustainability Index Fund vs Vanguard S&P 500 ETF

Buy FITLX if…

  • You prioritize historical performance

Buy VOO if…

  • You want lower costs (0.03% vs 0.11%)
  • You prefer higher liquidity and trading volume
  • You want stronger recent performance
  • You value a longer track record
Type
Mutual Fund
ETF
Issuer
Fidelity
Vanguard
Holdings
10
503
Index
S&P 500
AUM
$5B
$823B
Inception
2017
2010

Key Metrics

Expense Ratio
0.11%
0.03%
Dividend Yield
+1.13%
+1.15%
Daily Liquidity
0
7.42M
Risk (β)
1.00
1.00

Cost Calculator

$
%
FITLX Fees
$0
VOO Fees
$0

Annualized Returns

YTD
+17.84%
+17.68%
1 Year
+13.77%
+14.33%
3 Years
+20.81%
+20.49%
5 Years
+15.10%
+14.87%
10 Years
+12.78%
+14.56%

Top 10 Holdings

Fidelity Cash Central Fund
13.04%
NVIDIA Corporation
8.46%
NVIDIA CORP
9.33%
Apple Inc
6.87%
MICROSOFT CORP
9.21%
Microsoft Corporation
6.59%
TESLA INC
3.85%
Amazon.com Inc
4.06%
ALPHABET INC CL A
3.81%
Broadcom Inc
2.98%
ALPHABET INC CL C
3.37%
Alphabet Inc Class A
2.80%
ELI LILLY and CO
2.21%
Meta Platforms Inc.
2.41%
VISA INC CL A
1.77%
Alphabet Inc Class C
2.25%
MASTERCARD INC CL A
1.49%
Tesla Inc
2.19%
HOME DEPOT INC
1.29%
Berkshire Hathaway Inc
1.50%

Related Comparisons

Compare FITLX to:

Compare VOO to:

FITLX

The fund normally invests at least 80% of assets in securities included in the MSCI USA ESG Leaders Index, which represents the performance of stocks of large- to mid-capitalization U.S. companies with high environmental, social, and governance (ESG) performance relative to their sector peers, as rated by MSCI ESG Research.

VOO

The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Sector Breakdown

FITLX VOO