What is the highest performing Fidelity ETF?
The largest Fidelity ETF is the Fidelity Total Bond ETF FBND with $10.97B in assets. In the last trailing year, the best-performing Fidelity ETF was FMAG at 28.68%. The most recent ETF launched in the Fidelity space was the Fidelity Ethereum Fund FETH on 07/23/24.
On average, the Fidelity Contrafund has beaten the S&P 500 Index by 2.78% per year. Growth of $10,000 invested in Contrafund versus S&P 500 Index, September 17, 1990 to March 31, 2024. Total value March 31, 2024 for Contrafund was $751,828 compared to $327,447 for the S&P 500 Index.
Fidelity® Preferred Securities & Income ETF. For risk-tolerant investors seeking high total return through a combination of current income and capital appreciation.
- ProShares Russell 2000 Dividend Growers. (SMDV)
- Invesco S&P SmallCap Value with Momt ETF. (XSVM)
- iShares US Small Cap Value Factor ETF. (SVAL)
- Avantis US Small Cap Equity ETF. (AVSC)
- Vanguard Russell 2000 Value ETF. (VTWV)
FXAIX is the Fidelity S&P 500 mutual fund and is substantially equivalent to VOO. It is even very tax-friendly as VOO, slightly cheaper fee, and is an excellent option for comparison.
The largest Fidelity ETF is the Fidelity Wise Origin Bitcoin Fund FBTC with $11.16B in assets. In the last trailing year, the best-performing Fidelity ETF was FMAG at 25.63%. The most recent ETF launched in the Fidelity space was the Fidelity Ethereum Fund FETH on 07/23/24.
Overall, you might save money at Fidelity if you trade options, but Vanguard will be cheaper if mutual funds are your focus. The key difference is that Fidelity is low-cost for a wide range of investor types, while Vanguard is a great low-cost solution aimed primarily at buy-and-hold investors.
| Fund (ticker) | YTD performance | Expense ratio |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 14.8 percent | 0.03 percent |
| SPDR S&P 500 ETF Trust (SPY) | 14.8 percent | 0.095 percent |
| iShares Core S&P 500 ETF (IVV) | 14.8 percent | 0.03 percent |
| Invesco QQQ Trust (QQQ) | 12.1 percent | 0.20 percent |
FXAIX - Performance Comparison. The year-to-date returns for both stocks are quite close, with VOO having a 12.42% return and FXAIX slightly lower at 12.41%. Both investments have delivered pretty close results over the past 10 years, with VOO having a 12.69% annualized return and FXAIX not far ahead at 12.76%.
Start with what's in the benchmark
A lot of people like to focus on the ETF's expense ratio, or its assets under management, or its issuer. All those things matter. But to us, the single most important thing to consider about an ETF is its underlying index.
Which ETF gives the highest return?
- Kotak Nifty PSU Bank ETF. 205.5%
- Nippon India ETF PSU Bank BeES. 200.8%
- BHARAT 22 ETF. 191.7%
- ICICI Prudential Nifty Midcap 150 Etf. 106.6%
- Mirae Asset NYSE FANG+ ETF. 80.6%
- HDFC Nifty50 Value 20 ETF. 72.4%
- UTI S&P BSE Sensex ETF. 59.0%
- Nippon India ETF Nifty 50 BeES. 57.9%
| Symbol | Name | 5-Year Return |
|---|---|---|
| IYW | iShares U.S. Technology ETF | 22.67% |
| PSI | Invesco Semiconductors ETF | 22.15% |
| URA | Global X Uranium ETF | 22.11% |
| XHB | SPDR S&P Homebuilders ETF | 22.09% |
| Symbol | Name | Dividend Yield |
|---|---|---|
| FBY | YieldMax META Option Income Strategy ETF | 52.56% |
| BITO | ProShares Bitcoin Strategy ETF | 51.15% |
| OARK | YieldMax Innovation Option Income Strategy ETF | 47.44% |
| AMZY | YieldMax AMZN Option Income Strategy ETF | 41.96% |
QQQ is managed by Invesco, while ONEQ is managed by Fidelity. Both QQQ and ONEQ are considered high-volume assets. They're less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
Fidelity's actively managed ETFs seek better investing outcomes* and offer trading flexibility along with potential tax efficiency. *While active ETFs offer the potential to outperform an index, these products may more significantly trail an index as compared with passive ETFs.
FXAIX - Fidelity ® 500 Index Fund.
The VOO Fidelity mutual fund equivalent is FXAIX, the Fidelity ® 500 Index Fund. Fidelity does not have a VOO or FXAIX ETF equivalent. The State Street SPDR ETF equivalent for both funds is the SPDR S&P 500 ETF Trust (SPY).
Invesco QQQ Trust ETF (QQQ)
This fund is the top-performing large-cap growth fund in terms of total return over the 15 years to December 2023, according to Lipper.
Fidelity High Dividend Index is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends.
Fidelity has average trading and low non-trading fees, including commission-free US stock trading. On the negative side, margin rates and fees for some mutual funds can be high.
What is the Fidelity equivalent of VTI?
| Similarity | Symbol | Fund Family |
|---|---|---|
| Practically Identical | FZROX | Fidelity |
| Extremely Similar | FNILX | Fidelity |
| Extremely Similar | FDSSX | Fidelity |
There are a couple of differences between the two to consider. Charles Schwab offers a platform for trading futures contracts, but Fidelity does not. Charles Schwab is a little bigger, in that it offers a larger selection of no-transaction-fee mutual funds (but Fidelity still offers thousands of choices).
The best-performing ETF in the last 10 years was VanEck Semiconductor ETF (SMH). A $10,000 investment into SMH 10 years ago would be worth over $110K today. Right behind it was the iShares Semiconductor ETF (SOXX); investing $10,000 into SOXX back in 2014 would've turned into over $95K.
| ETF | Expense Ratio | Year-to-date Performance* |
|---|---|---|
| ProShares Ether Strategy ETF (EETH) | 0.95% | 34.1% |
| VanEck Semiconductor ETF (SMH) | 0.35% | 37.1% |
| ProShares Bitcoin Strategy ETF (BITO) | 0.95% | 52.9% |
| Grayscale Bitcoin Trust (GBTC) | 1.5% | 73.1% |
| Ticker | Company | Performance (Year) |
|---|---|---|
| MGK | Vanguard Mega Cap Growth ETF | 24.74% |
| VUG | Vanguard Growth ETF | 23.92% |
| VONG | Vanguard Russell 1000 Growth Index ETF | 23.73% |
| VOOG | Vanguard S&P 500 Growth ETF | 22.89% |
