FLCC vs VYM
Federated Hermes MDT Large Cap Core ETF vs Vanguard High Dividend Yield ETF
Which is better, FLCC or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. FLCC led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.6%.
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
| Metric | FLCC | VYM |
|---|---|---|
| Expense Ratio | 0.29% | 0.04%Best |
| AUM | $132M | $81.6B |
| Dividend Yield | 0.46% | 2.22% |
| Holdings | 152 | 613 |
| YTD Return | +12.20%Best | +11.35% |
| 1Y Return | +13.69% | +15.34%Best |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 12.7% | 10.3%Best |
| Max Drawdown | -19.2% | -14.5%Best |
| $10,000 over 2.1 years | $14,275Best | $13,433 |
| Top 10 Weight | 38.6% | 26.1%Best |
| Fund Family | Federated Hermes | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 30, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 31, 2024 to Sep 18, 2026 (2.1 years).
FLCC 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 2.1 years both funds cover.
FLCC vs VYM Performance
Federated Hermes MDT Large Cap Core ETF (FLCC) is an ETF from Federated Hermes and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FLCC returned +13.69% while VYM returned +15.34%. Year to date, FLCC is up 12.20% versus a gain of 11.35% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FLCC has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 10.3% 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 -19.2% for FLCC and -14.5% 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FLCC charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, FLCC currently yields 0.46% against 2.22% for VYM.
Holdings Overlap
30.1% of FLCC's money is in holdings VYM also owns. 39.9% of VYM's money is in holdings FLCC also owns.
The two portfolios partly overlap.
60 positions in common, counted across the 151 positions we hold weights for in FLCC and 557 in VYM, against full books of 152 and 613.
What only one of them owns
Our book lists 467 positions for VYM that do not appear in our book for FLCC (57.2% of the fund), and 88 for FLCC that do not appear in VYM (69.5%).
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.
Top Shared Holdings
| Stock | Weight in FLCC | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.03% | 7.35% | 5.32% |
| JPMJpmorgan Chase | 0.24% | 3.82% | 3.58% |
| ABBVAbbvie Inc. | 2.13% | 1.80% | 0.33% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 0.76% | 2.63% | 1.87% |
| JNJJohnson & Johnson - Common | 0.82% | 2.51% | 1.69% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.58% | 1.86% | 1.28% |
| STTState Street Corp. | 1.90% | 0.20% | 1.70% |
| UNHUnitedhealth Group Incorporated | 0.56% | 1.52% | 0.96% |
| BKBank Of New York Mellon Corp | 1.50% | 0.44% | 1.06% |
| TXNTexas Instrument Inc | 0.91% | 1.02% | 0.11% |
39.9% of VYM is already inside FLCC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FLCC or VYM?
FLCC has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, FLCC or VYM?
Over the past year FLCC returned +13.69% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), FLCC annualized +18.47% vs +15.09% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FLCC or VYM?
FLCC has been the more volatile fund at 12.7% annualized versus 10.3% for VYM. Worst drawdown: FLCC -19.2% vs VYM -14.5%.
Should I hold both FLCC and VYM?
FLCC and VYM have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between FLCC and VYM?
39.9% of VYM's money is in holdings FLCC also owns. 39.9% of VYM's is in holdings FLCC also owns. They hold 60 positions in common, counted across the 151 positions we hold weights for in FLCC and 557 in VYM.
Which pays a higher dividend, FLCC or VYM?
FLCC yields 0.46% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than FLCC?
VYM has a lower expense ratio. FLCC led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.