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FDRS vs IVOO

Corgi ETF Trust I vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

FDRS

Corgi ETF Trust I

Corgi Funds

Annual cost

0.49%

Fund size

$77M

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.42% less per year.
  • IVOO is significantly larger than FDRS — larger funds tend to be more liquid and less likely to close.
  • FDRS is classified as alternative, while IVOO is equity — different risk/return profiles.
  • FDRS follows a leveraged strategy; IVOO uses index tracking.
  • IVOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSIVOO
Annual cost (TER)0.49%0.07%
Fund size (AUM)$77M$5.4B
Since20252010
Dividend yield1.23%
Asset classalternativeequity
Regionnorth americanorth america
Strategyleveragedindex tracking
CAGR 1YN/A+24.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.72
Volatility 1Y15.69%
Max drawdown-21.64%-42.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FDRS and IVOO