Finny logo
Finny logo

FZROX vs VTI

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

FZROX VTI
Security Type ETF ETF
Segment N/A Equity: U.S. - Total Market
Family Fidelity Investments Vanguard
Net Assets $8.88B $224.20B
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% 10.38%
1-Year Return 7.83% 56.12%
3-Year Return N/A 18.97%
5-Year Return N/A 17.65%
10-Year Return N/A 14.18%

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%

Other relevant FZROX comparisons

You may also want to check out the following FZROX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

VTI description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTI performance & returns

YTD Return 10.38%
1-Month Return 5.90%
3-Month Return 7.83%
1-Year Return 56.12%
3-Year Return 18.97%
5-Year Return 17.65%
10-Year Return 14.18%
VTI expense ratio is 0.03%.

VTI holdings

Top 10 Holdings (22.98% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.16%
Microsoft Corp MSFT 4.72%
Amazon.com Inc AMZN 3.98%
Facebook Inc A FB 1.95%
Alphabet Inc A GOOGL 1.50%
Alphabet Inc Class C GOOG 1.41%
Berkshire Hathaway Inc Class B BRK.B 1.16%
Johnson & Johnson JNJ 1.11%
Procter & Gamble Co PG 1.05%
Visa Inc Class A V 0.94%

Other relevant VTI comparisons

You may also want to check out the following VTI comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us