FLCA vs VYM

FLCA vs VYM

Which is better, FLCA or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. FLCA led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 42.9%.

Lower Fees: VYMHigher Returns: FLCALess Concentrated: VYM

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

MetricFLCAVYM
Expense Ratio0.09%0.04%Best
AUM$863M$81.6B
Dividend Yield1.74%2.24%
Holdings90613
YTD Return+15.13%Best+14.82%
1Y Return+27.93%Best+20.84%
3Y Return (annualized)+24.06%Best+18.64%
5Y Return (annualized)+13.20%Best+12.28%
Volatility (annualized)17.7%15.0%Best
Max Drawdown-41.5%-35.7%Best
$10,000 over 5 years$18,588Best$17,845
Top 10 Weight42.9%25.9%Best
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionNov 2, 2017Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2017 to Sep 4, 2026 (8.8 years).

FLCA vs VYM 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 8.8 years both funds cover.

FLCA vs VYM Performance

Franklin FTSE Canada ETF (FLCA) is an ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FLCA returned +27.93% while VYM returned +20.84%. Year to date, FLCA is up 15.13% versus a gain of 14.82% for VYM.

Over three years, FLCA compounded at +24.06% per year against +18.64% for VYM; over five years the annualized figures are +13.20% and +12.28% respectively. Across the full 9-year window we track, FLCA has the edge at +10.91% annualized vs +10.06%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLCA has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.0% 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 -41.5% for FLCA and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FLCA charges 0.09% per year while VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, FLCA currently yields 1.74% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 84 holdings in FLCA and 602 in VYM, totalling 96.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 84 positions we hold weights for in FLCA and 602 in VYM, against full books of 90 and 613.

What only one of them owns

Our book lists 569 positions for VYM that do not appear in our book for FLCA (97.2% of the fund), and 2 for FLCA that do not appear in VYM (0.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of FLCA and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FLCAVYM

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Frequently Asked Questions

Which is cheaper, FLCA or VYM?

FLCA has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, FLCA or VYM?

Over the past year FLCA returned +27.93% vs +20.84% for VYM, so FLCA leads on 1-year performance. Over the longest common window we track (9 years), FLCA annualized +10.91% vs +10.06% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLCA or VYM?

FLCA has been the more volatile fund at 17.7% annualized versus 15.0% for VYM. Worst drawdown: FLCA -41.5% vs VYM -35.7%.

Should I hold both FLCA and VYM?

FLCA and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, FLCA or VYM?

FLCA yields 1.74% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than FLCA?

VYM has a lower expense ratio. FLCA led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 42.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.