FLCH vs VYM

FLCH vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. FLCH offers more diversification with 1,030 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: FLCH

Side-by-Side Comparison

MetricFLCHVYMWinner
Expense Ratio0.19%0.04%
AUM$334M$81.6B
Dividend Yield2.33%2.24%
Holdings1,030616
YTD Return-11.59%+16.42%
1Y Return-5.22%+24.22%
3Y Return (annualized)+10.03%+19.03%
5Y Return (annualized)-2.23%+12.21%
Volatility (annualized)25.0%14.6%
Max Drawdown-62.1%-58.8%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 2, 2017Nov 10, 2006

FLCH vs VYM Performance

Franklin FTSE China ETF (FLCH) 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 FLCH returned -5.22% while VYM returned +24.22%. Year to date, FLCH is down 11.59% versus a gain of 16.42% for VYM.

Over three years, FLCH compounded at +10.03% per year against +19.03% for VYM; over five years the annualized figures are -2.23% and +12.21% respectively. Across the full 9-year window we track, VYM has the edge at +7.10% annualized vs -0.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLCH has been the more volatile fund, with annualized monthly volatility of 25.0% 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 -62.1% for FLCH 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLCH charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, FLCH currently yields 2.33% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

FLCH and VYM share 0 holdings out of 1550 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, FLCH or VYM?

FLCH has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, FLCH or VYM?

Over the past year FLCH returned -5.22% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), FLCH annualized -0.31% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, FLCH or VYM?

FLCH has been the more volatile fund at 25.0% annualized versus 14.6% for VYM. Worst drawdown: FLCH -62.1% vs VYM -58.8%.

Should I hold both FLCH and VYM?

FLCH and VYM have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLCH and VYM?

FLCH and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1550 unique securities.

Which pays a higher dividend, FLCH or VYM?

FLCH yields 2.33% while VYM yields 2.24%, so FLCH currently pays the higher dividend yield.

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