FLBR vs IVV
Franklin FTSE Brazil ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. FLBR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | FLBR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $529M | $907.0B | |
| Dividend Yield | 5.70% | 1.10% | |
| Holdings | 73 | 508 | |
| YTD Return | +8.22% | +12.96% | |
| 1Y Return | +24.20% | +20.70% | |
| 3Y Return (annualized) | +11.44% | +22.10% | |
| 5Y Return (annualized) | +8.01% | +13.40% | |
| Volatility (annualized) | 32.0% | 15.1% | |
| Max Drawdown | -57.4% | -56.5% | |
| Fund Family | Franklin Templeton Investments (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 3, 2017 | May 15, 2000 |
FLBR vs IVV Performance
Franklin FTSE Brazil ETF (FLBR) is a ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FLBR returned +24.20% while IVV returned +20.70%. Year to date, FLBR is up 8.22% versus a gain of 12.96% for IVV.
Over three years, FLBR compounded at +11.44% per year against +22.10% for IVV; over five years the annualized figures are +8.01% and +13.40% respectively. Across the full 9-year window we track, IVV has the edge at +7.01% annualized vs +3.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FLBR has been the more volatile fund, with annualized monthly volatility of 32.0% compared with 15.1% for IVV. 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 -57.4% for FLBR and -56.5% for IVV. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FLBR charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, FLBR currently yields 5.70% against 1.10% for IVV.
Holdings Overlap
FLBR and IVV share 0 holdings out of 569 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FLBR or IVV?
FLBR has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, FLBR or IVV?
Over the past year FLBR returned +24.20% vs +20.70% for IVV, so FLBR leads on 1-year performance. Over the longest common window we track (9 years), FLBR annualized +3.06% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, FLBR or IVV?
FLBR has been the more volatile fund at 32.0% annualized versus 15.1% for IVV. Worst drawdown: FLBR -57.4% vs IVV -56.5%.
Should I hold both FLBR and IVV?
FLBR and IVV have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FLBR and IVV?
FLBR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 569 unique securities.
Which pays a higher dividend, FLBR or IVV?
FLBR yields 5.70% while IVV yields 1.10%, so FLBR currently pays the higher dividend yield.
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