FLEE vs SPY

FLEE vs SPY

Which is better, FLEE or SPY?

SPY has been ahead.

SPY led over 1Y, 3Y, 5Y and the full window. FLEE is less concentrated, with 20.0% of the fund in its ten largest positions against 38.0%.

Lower Fees: TiedHigher Returns: SPYLess Concentrated: FLEE

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

MetricFLEESPY
Expense Ratio0.09%Tie0.09%Tie
AUM$119M$804.7B
Dividend Yield3.06%0.98%
Holdings505505
YTD Return+8.11%+12.19%Best
1Y Return+17.78%+18.53%Best
3Y Return (annualized)+18.00%+20.88%Best
5Y Return (annualized)+9.38%+12.69%Best
Volatility (annualized)17.0%16.3%Best
Max Drawdown-41.1%-34.1%Best
$10,000 over 5 years$15,656$18,173Best
Top 10 Weight20.0%Best38.0%
Fund FamilyFranklin Templeton Investments (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 2, 2017Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2017 to Sep 9, 2026 (8.8 years).

FLEE vs SPY 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.

FLEE vs SPY Performance

Franklin FTSE Europe ETF (FLEE) is an ETF from Franklin Templeton Investments (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year FLEE returned +17.78% while SPY returned +18.53%. Year to date, FLEE is up 8.11% versus a gain of 12.19% for SPY.

Over three years, FLEE compounded at +18.00% per year against +20.88% for SPY; over five years the annualized figures are +9.38% and +12.69% respectively. Across the full 9-year window we track, SPY has the edge at +13.95% annualized vs +7.41%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLEE has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 16.3% for SPY. 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 -41.1% for FLEE and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLEE charges 0.09% per year while SPY charges 0.09%. On a $10,000 position that is $9 vs $9 annually. On income, FLEE currently yields 3.06% against 0.98% for SPY.

Holdings Overlap

FLEE already in SPY0.1%
SPY already in FLEE0.5%

0.1% of FLEE's money is in holdings SPY also owns. 0.5% of SPY's money is in holdings FLEE also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 488 positions we hold weights for in FLEE and 504 in SPY, against full books of 505 and 505.

What only one of them owns

Our book lists 494 positions for SPY that do not appear in our book for FLEE (99.0% of the fund), and 17 for FLEE that do not appear in SPY (3.2%).

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

StockWeight in FLEEWeight in SPYDifference
MRKMerck & Company Inc0.15%0.47%0.32%

You are not choosing between two funds in isolation.

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

FLEESPY

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Frequently Asked Questions

Which is cheaper, FLEE or SPY?

FLEE has an expense ratio of 0.09% while SPY charges 0.09%. At the precision these are quoted to, they cost the same.

Which performed better, FLEE or SPY?

Over the past year FLEE returned +17.78% vs +18.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (9 years), FLEE annualized +7.41% vs +13.95% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLEE or SPY?

FLEE has been the more volatile fund at 17.0% annualized versus 16.3% for SPY. Worst drawdown: FLEE -41.1% vs SPY -34.1%.

Should I hold both FLEE and SPY?

FLEE and SPY have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FLEE or SPY?

FLEE yields 3.06% while SPY yields 0.98%, so FLEE currently pays the higher dividend yield.

Is SPY better than FLEE?

SPY led over 1Y, 3Y, 5Y and the full window. FLEE is less concentrated, with 20.0% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.