FLGB vs VOO

FLGB vs VOO

Which is better, FLGB or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. FLGB led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 48.8%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricFLGBVOO
Expense Ratio0.09%0.03%Best
AUM$906M$997.4B
Dividend Yield2.82%1.04%
Holdings100509
YTD Return+9.39%+14.14%Best
1Y Return+18.48%Best+17.31%
3Y Return (annualized)+19.46%+23.16%Best
5Y Return (annualized)+12.54%+13.85%Best
Volatility (annualized)16.8%16.3%Best
Max Drawdown-46.6%-34.3%Best
$10,000 over 5 years$18,052$19,128Best
Top 10 Weight48.8%37.6%Best
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 2, 2017Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2017 to Sep 21, 2026 (8.9 years).

FLGB vs VOO 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 8.9 years both funds cover.

FLGB vs VOO Performance

Franklin FTSE United Kingdom ETF (FLGB) is an ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FLGB returned +18.48% while VOO returned +17.31%. Year to date, FLGB is up 9.39% versus a gain of 14.14% for VOO.

Over three years, FLGB compounded at +19.46% per year against +23.16% for VOO; over five years the annualized figures are +12.54% and +13.85% respectively. Across the full 9-year window we track, VOO has the edge at +14.17% annualized vs +6.85%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLGB has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 16.3% for VOO. 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 -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 VOO 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 2.82% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 96 holdings in FLGB and 494 in VOO, totalling 99.3% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 96 positions we hold weights for in FLGB and 494 in VOO, against full books of 100 and 509.

What only one of them owns

Our book lists 487 positions for VOO that do not appear in our book for FLGB (99.2% of the fund), and 5 for FLGB that do not appear in VOO (9.2%).

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.

You are not choosing between two funds in isolation.

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

FLGBVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLGB or VOO?

FLGB has an expense ratio of 0.09% while VOO charges 0.03%. VOO is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, FLGB or VOO?

Over the past year FLGB returned +18.48% vs +17.31% for VOO, so FLGB leads on 1-year performance. Over the longest common window we track (9 years), FLGB annualized +6.85% vs +14.17% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLGB or VOO?

FLGB has been the more volatile fund at 16.8% annualized versus 16.3% for VOO. Worst drawdown: FLGB -46.6% vs VOO -34.3%.

Should I hold both FLGB and VOO?

FLGB and VOO have a monthly-return correlation of 0.76, 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, FLGB or VOO?

FLGB yields 2.82% while VOO yields 1.04%, so FLGB currently pays the higher dividend yield.

Is VOO better than FLGB?

VOO has a lower expense ratio. FLGB led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 48.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.