Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricFFOGVYMWinner
Expense Ratio0.55%0.04%
AUM$328M$79.0B
Dividend Yield0.00%2.86%
Holdings44568
YTD Return+7.42%+15.80%
1Y Return+9.32%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)20.4%14.6%
Max Drawdown-25.4%-58.8%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 6, 2023Nov 10, 2006

FFOG vs VYM Performance

Franklin Focused Dynamic Growth ETF (FFOG) is a ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FFOG returned +9.32% while VYM returned +26.12%. Year to date, FFOG is up 7.42% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

FFOG has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FFOG charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, FFOG currently yields 0.00% against 2.86% for VYM.

Holdings Overlap

4.3%overlap

FFOG and VYM share 1 holdings out of 599 unique holdings combined, representing a 4.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FFOGWeight in VYMDifference
AVGO4.26%6.47%2.21%

Frequently Asked Questions

Which is cheaper, FFOG or VYM?

FFOG has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, FFOG or VYM?

Over the past year FFOG returned +9.32% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), FFOG annualized +27.28% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, FFOG or VYM?

FFOG has been the more volatile fund at 20.4% annualized versus 14.6% for VYM. Worst drawdown: FFOG -25.4% vs VYM -58.8%.

Should I hold both FFOG and VYM?

FFOG and VYM have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFOG and VYM?

FFOG and VYM share 1 common holdings with a 4.3% weight overlap. Combined, they hold 599 unique securities.

Which pays a higher dividend, FFOG or VYM?

FFOG yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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