FFOG vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricFFOGSPYWinner
Expense Ratio0.55%0.09%
AUM$328M$789.1B
Dividend Yield0.00%1.01%
Holdings44505
YTD Return+6.99%+13.75%
1Y Return+8.89%+22.91%
3Y Return (annualized)-+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)20.4%15.3%
Max Drawdown-25.4%-56.5%
Fund FamilyFranklin Templeton Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionNov 6, 2023Jan 22, 1993

FFOG vs SPY Performance

Franklin Focused Dynamic Growth ETF (FFOG) is a ETF from Franklin Templeton Investments (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year FFOG returned +8.89% while SPY returned +22.91%. Year to date, FFOG is up 6.99% versus a gain of 13.75% for SPY.

Risk: Volatility and Drawdowns

FFOG has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 15.3% for SPY. 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 -25.4% for FFOG and -56.5% for SPY. 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFOG charges 0.55% per year while SPY charges 0.09%. On a $10,000 position that is $55 vs $9 annually, a gap of $46 per year that compounds over a long holding period. On income, FFOG currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

38.3%overlap

FFOG and SPY share 26 holdings out of 519 unique holdings combined, representing a 38.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FFOGWeight in SPYDifference
NVDA9.99%7.31%2.68%
AMZN8.55%3.69%4.86%
AAPL4.90%7.09%2.19%
GOOGLProProPro
MSFTProProPro
AVGOProProPro
METAProProPro
SNDKProProPro
TSLAProProPro
LLYProProPro
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Frequently Asked Questions

Which is cheaper, FFOG or SPY?

FFOG has an expense ratio of 0.55% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, FFOG or SPY?

Over the past year FFOG returned +8.89% vs +22.91% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), FFOG annualized +27.00% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, FFOG or SPY?

FFOG has been the more volatile fund at 20.4% annualized versus 15.3% for SPY. Worst drawdown: FFOG -25.4% vs SPY -56.5%.

Should I hold both FFOG and SPY?

FFOG and SPY have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFOG and SPY?

FFOG and SPY share 26 common holdings with a 38.3% weight overlap. Combined, they hold 519 unique securities.

Which pays a higher dividend, FFOG or SPY?

FFOG yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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