FLGB vs IVV

FLGB vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricFLGBIVVWinner
Expense Ratio0.09%0.03%
AUM$933M$907.0B
Dividend Yield2.85%1.10%
Holdings100508
YTD Return+10.55%+14.29%
1Y Return+20.16%+21.79%
3Y Return (annualized)+20.00%+22.19%
5Y Return (annualized)+11.93%+13.28%
Volatility (annualized)16.9%15.1%
Max Drawdown-46.6%-56.5%
Fund FamilyFranklin Templeton Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 2, 2017May 15, 2000

FLGB vs IVV Performance

Franklin FTSE United Kingdom ETF (FLGB) is a ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FLGB returned +20.16% while IVV returned +21.79%. Year to date, FLGB is up 10.55% versus a gain of 14.29% for IVV.

Over three years, FLGB compounded at +20.00% per year against +22.19% for IVV; over five years the annualized figures are +11.93% and +13.28% respectively. Across the full 9-year window we track, FLGB has the edge at +7.06% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLGB has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.1% for IVV. 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 -46.6% for FLGB and -56.5% for IVV. 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLGB charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, FLGB currently yields 2.85% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

FLGB and IVV share 0 holdings out of 601 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, FLGB or IVV?

FLGB has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, FLGB or IVV?

Over the past year FLGB returned +20.16% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), FLGB annualized +7.06% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, FLGB or IVV?

FLGB has been the more volatile fund at 16.9% annualized versus 15.1% for IVV. Worst drawdown: FLGB -46.6% vs IVV -56.5%.

Should I hold both FLGB and IVV?

FLGB and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGB and IVV?

FLGB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 601 unique securities.

Which pays a higher dividend, FLGB or IVV?

FLGB yields 2.85% while IVV yields 1.10%, so FLGB currently pays the higher dividend yield.

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