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FZROX vs ITOT

FZROX is a mutual fund, whereas ITOT is an ETF. Below is the comparison between FZROX and ITOT.

FZROX ITOT
Security Type ETF ETF
Segment N/A Equity: U.S. - Total Market
Family Fidelity Investments BlackRock
Net Assets $8.88B $36.13B
Expense Ratio 0.00% 0.03%
Management Style passive passive (index-based)
Dividend Yield 1.19% 1.37%
Minimum Investment N/A N/A
YTD Return 10.30% 10.51%
1-Year Return 7.83% 56.24%
3-Year Return N/A 18.91%
5-Year Return N/A 17.60%
10-Year Return N/A 14.22%

FZROX description

The Fund seeks to provide investment results that correspond to the total return of a broad range of US stocks. It invests its assets in common stocks included in the Fidelity US Total Investable Market Index,a float-adjusted market capitalization-weighted index designed to reflect the performance of the US equity market.

FZROX performance & returns

YTD Return 10.30%
1-Month Return 5.98%
3-Month Return 7.83%
1-Year Return 7.83%
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
FZROX expense ratio is N/A.

FZROX holdings

Top 10 Holdings (23.26% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.56%
Microsoft Corp MSFT 4.75%
Amazon.com Inc AMZN 4.00%
Facebook Inc A FB 1.88%
Alphabet Inc A GOOGL 1.31%
Alphabet Inc Class C GOOG 1.29%
Berkshire Hathaway Inc Class B BRK.B 1.26%
Johnson & Johnson JNJ 1.17%
Procter & Gamble Co PG 1.03%
Visa Inc Class A V 1.01%

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ITOT description

The Fund seeks investment results that correspond to the price and yield performance, before fees and expenses, of its Underlying Index. The Fund Advisor uses a "passive" approach to try to achieve this. The Fund will invest at least 90% of its total assets in the securities of its Underlying Index.

ITOT performance & returns

YTD Return 10.51%
1-Month Return 5.92%
3-Month Return 7.93%
1-Year Return 56.24%
3-Year Return 18.91%
5-Year Return 17.60%
10-Year Return 14.22%
ITOT expense ratio is 0.03%.

ITOT holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.32%
Microsoft Corp MSFT 4.65%
Amazon.com Inc AMZN 3.93%
Facebook Inc A FB 1.92%
Alphabet Inc A GOOGL 1.48%
Alphabet Inc Class C GOOG 1.45%
Berkshire Hathaway Inc Class B BRK.B 1.22%
Johnson & Johnson JNJ 1.10%
Procter & Gamble Co PG 1.04%
NVIDIA Corp NVDA 0.94%

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