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 (+18.23% vs +18.04% for ITOT).
| Metric | FZROX | ITOT |
|---|---|---|
| ETF score | 64.0 | 81.0 |
| Latest close | $25.89 | $162.00 |
| 1M return | +0.58% | +0.56% |
| 6M return | +8.37% | +7.71% |
| 1Y return | +18.23% | +18.04% |
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 | $11.94K (+19.4%) started 2025-07-23 | $11.93K (+19.3%) started 2025-07-24 |
| 5Y ago | $18.55K (+85.5%) started 2021-07-23 | $18.44K (+84.4%) started 2021-07-26 |
| 10Y ago | $31.55K (+215.5%) started 2018-08-03 | $45.77K (+357.7%) started 2016-07-25 |
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 | 25.95 |
| Beta | N/A | 1.03 |
| 52-week change | 18.23% | 18.04% |
| Metric | FZROX | ITOT |
|---|---|---|
| 1Y return | +18.23% | +18.04% |
| 6M return | +8.37% | +7.71% |
| 1M return | +0.58% | +0.56% |
| 1Y Sharpe ratio | 1.01 | 1.00 |
| Beta | N/A | 1.03 |
| Dividend yield | N/A | 1.00% |
| 5Y CAGR | +11.69% | +11.44% |
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 | +18.23% | +18.04% |
| CAGR | +18.24% | +18.06% | |
| Sharpe ratio | 1.01 | 1.00 | |
| Max drawdown | 8.89% | 8.90% | |
| Max daily drop | 2.73% | 2.73% | |
| Max wkly drop | 3.65% | 3.71% | |
| 5Y | Growth | +73.77% | +71.73% |
| CAGR | +11.69% | +11.44% | |
| Sharpe ratio | 0.47 | 0.45 | |
| Max drawdown | 25.12% | 25.36% | |
| Max daily drop | 5.85% | 5.87% | |
| Max wkly drop | 11.76% | 11.69% | |
| 10Y | Growth | +184.54% | +285.01% |
| CAGR | +14.02% | +14.44% | |
| Sharpe ratio | 0.54 | 0.59 | |
| Max drawdown | 34.96% | 35.00% | |
| Max daily drop | 12.34% | 11.57% | |
| Max wkly drop | 18.68% | 18.61% |
| 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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