FZROX vs ITOT Comparison: AI Score, Valuation, Performance and Upside
Compare Fidelity ZERO Total Market Fund and iShares Core S&P Total US Stock Market ETF by zero expense ratio vs ultra-low fee, index coverage breadth, tax-loss harvesting flexibility, and which total market fund is better for long-term investors.
Use this FZROX vs ITOT comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
FZROX holds the edge across 1 of 5 key metrics in this comparison. FZROX has delivered stronger 1-year price return (+19.86% vs +19.76% for ITOT).
| Metric | FZROX | ITOT |
|---|---|---|
| ETF score | 66.0 | 83.0 |
| Latest close | $26.14 | $163.61 |
| 1M return | -0.19% | -0.25% |
| 6M return | +8.29% | +8.36% |
| 1Y return | +19.86% | +19.76% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | FZROX | ITOT |
|---|---|---|
| 1Y ago | $12.11K (+21.1%) started 2025-07-31 | $12.11K (+21.1%) started 2025-07-31 |
| 5Y ago | $18.81K (+88.1%) started 2021-08-02 | $18.74K (+87.4%) started 2021-08-02 |
| 10Y ago | $31.85K (+218.5%) started 2018-08-03 | $46.11K (+361.1%) started 2016-08-01 |
Hypothetical — past performance does not guarantee future results.
| Metric | FZROX | ITOT |
|---|---|---|
| Expense ratio | N/A | 0.03% |
| Total assets (AUM) | N/A | $94.14B |
| Dividend yield | N/A | 1.00% |
| Trailing P/E | N/A | 26.59 |
| Beta | N/A | 1.03 |
| 52-week change | 19.86% | 19.76% |
| Metric | FZROX | ITOT |
|---|---|---|
| 1Y return | +19.86% | +19.76% |
| 6M return | +8.29% | +8.36% |
| 1M return | -0.19% | -0.25% |
| 1Y Sharpe ratio | 1.10 | 1.10 |
| Beta | N/A | 1.03 |
| Dividend yield | N/A | 1.00% |
| 5Y CAGR | +12.01% | +11.79% |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | FZROX | ITOT |
|---|---|---|---|
| 1Y | Growth | +19.86% | +19.76% |
| CAGR | +19.87% | +19.78% | |
| Sharpe ratio | 1.10 | 1.10 | |
| Max drawdown | 8.89% | 8.90% | |
| Max daily drop | 2.73% | 2.73% | |
| Max wkly drop | 3.65% | 3.71% | |
| 5Y | Growth | +76.22% | +74.49% |
| CAGR | +12.01% | +11.79% | |
| Sharpe ratio | 0.48 | 0.47 | |
| Max drawdown | 25.12% | 25.36% | |
| Max daily drop | 5.85% | 5.87% | |
| Max wkly drop | 11.76% | 11.69% | |
| 10Y | Growth | +187.29% | +287.81% |
| CAGR | +14.12% | +14.52% | |
| Sharpe ratio | 0.54 | 0.59 | |
| Max drawdown | 34.96% | 35.00% | |
| Max daily drop | 12.34% | 11.57% | |
| Max wkly drop | 18.68% | 18.60% |
| Category | FZROX | ITOT |
|---|---|---|
| Fund name | Fidelity ZERO Total Market Index | iShares Core S&P Total U.S. Stock Market ETF |
| Type | ETF | ETF |
| Expense ratio | N/A | 0.03% |
| Total assets (AUM) | N/A | $94.14B |
| Dividend yield | N/A | 1.00% |
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