FFLV vs FNGG

FFLV vs FNGG
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Quick Verdict

FFLV has a lower expense ratio. FNGG delivered stronger 1-year returns. FFLV offers more diversification with 109 holdings.

Lower Fees: FFLVHigher Returns: FNGGMore Diversified: FFLV

Side-by-Side Comparison

MetricFFLVFNGGWinner
Expense Ratio0.38%0.97%
AUM$16M$143M
Dividend Yield1.36%10.70%
Holdings10918
YTD Return+18.21%+27.62%
1Y Return+27.86%+28.50%
3Y Return (annualized)-+59.46%
5Y Return (annualized)-+3.45%
Volatility (annualized)12.3%58.3%
Max Drawdown-16.7%-91.3%
Fund FamilyFidelity Investments (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionFeb 9, 2024Sep 29, 2021

FFLV vs FNGG Performance

Fidelity Fundamental Large Cap Value ETF (FFLV) is a ETF from Fidelity Investments (US) and Direxion Daily NYSE FANG+ Bull 2X ETF (FNGG) is a ETF from Direxion Shares ETF Trust. Over the past year FFLV returned +27.86% while FNGG returned +28.50%. Year to date, FFLV is up 18.21% versus a gain of 27.62% for FNGG.

Risk: Volatility and Drawdowns

FNGG has been the more volatile fund, with annualized monthly volatility of 58.3% compared with 12.3% for FFLV. 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 -16.7% for FFLV and -91.3% for FNGG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FFLV charges 0.38% per year while FNGG charges 0.97%. On a $10,000 position that is $38 vs $97 annually, a gap of $59 per year that compounds over a long holding period. On income, FFLV currently yields 1.36% against 10.70% for FNGG.

Holdings Overlap

13.5%overlap

FFLV and FNGG share 5 holdings out of 120 unique holdings combined, representing a 13.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FFLVWeight in FNGGDifference
AMZN7.27%4.22%3.05%
MSFT4.78%4.06%0.72%
AAPL4.77%3.98%0.79%
GOOGLProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, FFLV or FNGG?

FFLV has an expense ratio of 0.38% while FNGG charges 0.97%. FFLV is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, FFLV or FNGG?

Over the past year FFLV returned +27.86% vs +28.50% for FNGG, so FNGG leads on 1-year performance. Over the longest common window we track (3 years), FFLV annualized +17.36% vs +3.45% for FNGG. Past performance does not guarantee future results.

Which is riskier, FFLV or FNGG?

FNGG has been the more volatile fund at 58.3% annualized versus 12.3% for FFLV. Worst drawdown: FFLV -16.7% vs FNGG -91.3%.

Should I hold both FFLV and FNGG?

FFLV and FNGG have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFLV and FNGG?

FFLV and FNGG share 5 common holdings with a 13.5% weight overlap. Combined, they hold 120 unique securities.

Which pays a higher dividend, FFLV or FNGG?

FFLV yields 1.36% while FNGG yields 10.70%, so FNGG currently pays the higher dividend yield.

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