VOO vs FUSVX

VOO is an ETF, whereas FUSVX is a mutual fund. VOO has a higher 5-year return than FUSVX (13.6% vs 11.3%). VOO has a lower expense ratio than FUSVX (0.03% vs 0.05%). Below is the comparison between VOO and FUSVX.

VOO FUSVX
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap U.S. Equity: Large Blend
Issuer Vanguard Fidelity Investments
Net Assets $127.99B $76.93B
Expense Ratio 0.03% 0.05%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.98% 1.75%
Minimum Investment N/A $10,000.00
YTD Return 9.34% 2.98%
1-Year Return 18.58% 7.31%
3-Year Return 12.97% 11.48%
5-Year Return 13.60% 11.30%
10-Year Return 13.75% 13.21%

VOO description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VOO performance & returns

YTD Return 9.34%
1-Month Return 2.91%
3-Month Return 8.68%
1-Year Return 18.58%
3-Year Return 12.97%
5-Year Return 13.60%
10-Year Return 13.75%
VOO expense ratio is 0.03%.

VOO holdings

Top 10 Holdings (29.21% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.27%
Microsoft Corp MSFT 5.91%
Amazon.com Inc AMZN 5.00%
Facebook Inc A FB 2.44%
Alphabet Inc A GOOGL 1.69%
Alphabet Inc Class C GOOG 1.65%
Berkshire Hathaway Inc Class B BRK.B 1.44%
Johnson & Johnson JNJ 1.40%
Visa Inc Class A V 1.23%
Procter & Gamble Co PG 1.18%

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FUSVX description

The Fund seeks a total return which corresponds to that of the S&P 500 Index. The Fund invests at least 80% of its assets in common stocks included in the Index. The Fund may lend securities to earn income and uses statistical sampling techniques in stock selection.

FUSVX performance & returns

YTD Return 2.98%
1-Month Return -6.84%
3-Month Return -3.26%
1-Year Return 7.31%
3-Year Return 11.48%
5-Year Return 11.30%
10-Year Return 13.21%
FUSVX expense ratio is 0.05%.

FUSVX holdings

Top 10 Holdings (21.81% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.19%
Microsoft Corp MSFT 3.55%
Amazon.com Inc AMZN 3.32%
Berkshire Hathaway Inc B BRK.B 1.69%
Facebook Inc A FB 1.61%
JPMorgan Chase & Co JPM 1.54%
Johnson & Johnson JNJ 1.50%
Alphabet Inc Class C GOOG 1.49%
Exxon Mobil Corp XOM 1.46%
Alphabet Inc A GOOGL 1.46%

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