FFLS vs VOO

FFLS vs VOO

Which is better, FFLS or VOO?

Long-Short Strategy against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFFLSVOO
Expense Ratio1.60%0.03%Best
AUM$43M$997.4B
Dividend Yield6.64%1.04%
Holdings60509
YTD Return-0.69%+12.37%Best
1Y Return-4.96%+16.61%Best
3Y Return (annualized)+8.85%+21.37%Best
5Y Return (annualized)-+13.49%
Volatility (annualized)9.2%Best12.7%
Max Drawdown-11.1%Best-18.7%
$10,000 over 3.2 years$12,819$18,114Best
Fund FamilyThe Future FundVanguard (US)
CategoryAlternativeEquity
StyleLong-Short StrategyLarge Cap Blend
InceptionJun 20, 2022Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jun 21, 2023 to Sep 18, 2026 (3.2 years).

FFLS vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.2 years both funds cover.

FFLS vs VOO Performance

The Future Fund Long/Short ETF (FFLS) is an ETF from The Future Fund and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FFLS returned -4.96% while VOO returned +16.61%. Year to date, FFLS is down 0.69% versus a gain of 12.37% for VOO.

Over three years, FFLS compounded at +8.85% per year against +21.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 9.2% for FFLS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -11.1% for FFLS and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFLS charges 1.60% per year while VOO charges 0.03%. On a $10,000 position that is $160 vs $3 annually, a gap of $157 per year that compounds over a long holding period. On income, FFLS currently yields 6.64% against 1.04% for VOO.

Holdings Overlap

VOO already in FFLS20.8%

At least 20.8% of VOO's money is in holdings FFLS also owns.

Stated as a floor: for FFLS, our book for it covers 79.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and FFLS share little of their money.

23 positions in common, counted across the 53 positions we hold weights for in FFLS and 494 in VOO, against full books of 60 and 509.

Top Shared Holdings

StockWeight in FFLSWeight in VOODifference
NVDANvidia Corp3.91%7.55%3.64%
AMZNAmazon.Com Inc5.15%4.13%1.02%
GOOGLAlphabet Inc,class A3.70%3.24%0.46%
AVGOBroadcom Inc2.40%2.86%0.46%
SQBlock Inc3.27%0.07%3.20%
EWEdwards Lifesciences Corp3.23%0.08%3.15%
INTCIntel Corporation2.41%0.66%1.75%
EQIXEquinix Inc. Real Estate Investment Trust2.70%0.16%2.54%
GLWCorning Inc.2.48%0.17%2.31%
AXONAxon Enterprise Inc2.40%0.07%2.33%

20.8% of VOO is already inside FFLS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FFLSVOO

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Frequently Asked Questions

Which is cheaper, FFLS or VOO?

FFLS has an expense ratio of 1.60% while VOO charges 0.03%. VOO is the cheaper option, by $157 a year on a $10,000 investment.

Which performed better, FFLS or VOO?

Over the past year FFLS returned -4.96% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FFLS or VOO?

VOO has been the more volatile fund at 12.7% annualized versus 9.2% for FFLS. Worst drawdown: FFLS -11.1% vs VOO -18.7%.

Should I hold both FFLS and VOO?

FFLS and VOO have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FFLS and VOO?

At least 20.8% of VOO's money is in holdings FFLS also owns. Our book for FFLS is partial, so the real figure is this or higher. They hold 23 positions in common, counted across the 53 positions we hold weights for in FFLS and 494 in VOO.

Which pays a higher dividend, FFLS or VOO?

FFLS yields 6.64% while VOO yields 1.04%, so FFLS currently pays the higher dividend yield.

Is VOO better than FFLS?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.