FLCC vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricFLCCVOOWinner
Expense Ratio0.29%0.03%
AUM$118M$979.0B
Dividend Yield0.47%1.09%
Holdings156509
YTD Return+14.18%+13.80%
1Y Return+20.52%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)12.8%14.1%
Max Drawdown-19.2%-34.3%
Fund FamilyFederated HermesVanguard (US)
CategoryEquityEquity
InceptionJul 30, 2024Sep 7, 2010

FLCC vs VOO Performance

Federated Hermes MDT Large Cap Core ETF (FLCC) is a ETF from Federated Hermes and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FLCC returned +20.52% while VOO returned +23.71%. Year to date, FLCC is up 14.18% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.8% for FLCC. 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 -19.2% for FLCC and -34.3% for VOO. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FLCC charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, FLCC currently yields 0.47% against 1.09% for VOO.

Holdings Overlap

46.6%overlap

FLCC and VOO share 119 holdings out of 540 unique holdings combined, representing a 46.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLCCWeight in VOODifference
NVDA7.06%7.51%0.45%
AAPL7.64%6.59%1.05%
GOOG5.82%2.59%3.23%
AMZNProProPro
MSFTProProPro
AVGOProProPro
METAProProPro
MUProProPro
GEVProProPro
ABBVProProPro
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Frequently Asked Questions

Which is cheaper, FLCC or VOO?

FLCC has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, FLCC or VOO?

Over the past year FLCC returned +20.52% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), FLCC annualized +20.66% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, FLCC or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.8% for FLCC. Worst drawdown: FLCC -19.2% vs VOO -34.3%.

Should I hold both FLCC and VOO?

FLCC and VOO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FLCC and VOO?

FLCC and VOO share 119 common holdings with a 46.6% weight overlap. Combined, they hold 540 unique securities.

Which pays a higher dividend, FLCC or VOO?

FLCC yields 0.47% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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