VV vs FMK

Both FMK and VV are ETFs. FMK has a higher 5-year return than VV (10.92% vs 9.88%). FMK has a higher expense ratio than VV (0.7% vs 0.04%). Below is the comparison between FMK and VV.

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FMK VV
Security Type ETF ETF
Finny Score N/A 83
Category Large Blend Large Blend
Family First Trust Vanguard
Net Assets N/A N/A
Expense Ratio 0.70% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.36% 1.45%
Underlying Index NASDAQ AlphaDEX Mega Cap Index CRSP US Large Cap Index
YTD Return 11.29% 14.74%
1-Year Return 14.43% 16.25%
3-Year Return 9.72% 10.59%
5-Year Return 10.92% 9.88%
10-Year Return 0.00% 11.67%

FMK

FMK description

The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.

FMK performance & returns

YTD Return 11.29%
1-Month Return 15.55%
3-Month Return 6.09%
1-Year Return 14.43%
3-Year Return 9.72%
5-Year Return 10.92%
10-Year Return 0.00%
FMK expense ratio is 0.7%.

FMK holdings

Top 10 Holdings (33.71% of Total Assets)

Name Symbol % Assets
Square Inc A SQ 3.95%
CVS Health Corp CVS 3.53%
Anthem Inc ANTM 3.53%
Target Corp TGT 3.47%
FedEx Corp FDX 3.47%
Pfizer Inc PFE 3.35%
Cisco Systems Inc CSCO 3.32%
United Parcel Service Inc Class B UPS 3.12%
Citigroup Inc C 3.11%
Lowe's Companies Inc LOW 2.86%

FMK pros

None that we could think of.

FMK cons

The following are FMK weaknesses from our perspective:

  • FMK net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • FMK expense ratio is 0.7%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FMK comparisons

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VV

VV description

Valvoline Inc. provides automotive services through retail stores in the United States and Canada. It offers cabin air filter, battery replacement, and tire rotation services for various vehicles. As of September 30, 2022, it operated 1,700 system-wide service center stores. The company was founded in 1866 and is headquartered in Lexington, Kentucky.

VV performance & returns

YTD Return 14.74%
1-Month Return -1.33%
3-Month Return -0.23%
1-Year Return 16.25%
3-Year Return 10.59%
5-Year Return 9.88%
10-Year Return 11.67%
VV expense ratio is 0.04%.

VV holdings

Top 10 Holdings (29.95% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.27%
Microsoft Corp MSFT 6.32%
Amazon.com Inc AMZN 3.12%
NVIDIA Corp NVDA 3.00%
Alphabet Inc Class A GOOGL 2.10%
Tesla Inc TSLA 1.80%
Alphabet Inc Class C GOOG 1.78%
Meta Platforms Inc Class A META 1.70%
Berkshire Hathaway Inc Class B BRK.B 1.64%
Eli Lilly and Co LLY 1.23%

VV pros

The following are VV strengths from our perspective:

  • VV 3-year return is 10.59%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • VV 5-year return is 9.88%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • VV 10-year return is 11.67%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • VV 15-year return is 8.21%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • VV expense ratio is 0.04%, which is considered low. Nice job picking a low-cost fund.

VV cons

The following are VV weaknesses from our perspective:

  • VV net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VV comparisons

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

Or use Finny's Comparison Tool 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.