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FZROX vs IVV

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

FZROX IVV
Security Type ETF ETF
Segment N/A Equity: U.S. - Large Cap
Family Fidelity Investments BlackRock
Net Assets $8.88B $261.58B
Expense Ratio 0.00% 0.03%
Management Style passive passive (index-based)
Dividend Yield 1.19% 1.55%
Minimum Investment N/A N/A
YTD Return 10.30% 10.38%
1-Year Return 7.83% 50.42%
3-Year Return N/A 18.63%
5-Year Return N/A 17.27%
10-Year Return N/A 14.27%

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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IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 10.38%
1-Month Return 6.63%
3-Month Return 8.29%
1-Year Return 50.42%
3-Year Return 18.63%
5-Year Return 17.27%
10-Year Return 14.27%
IVV expense ratio is 0.03%.

IVV holdings

Top 10 Holdings (27.91% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.44%
Microsoft Corp MSFT 5.64%
Amazon.com Inc AMZN 4.76%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.75%
Berkshire Hathaway Inc Class B BRK.B 1.47%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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