FLGR vs SPY

Quick Verdict

FLGR has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: FLGRHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricFLGRSPYWinner
Expense Ratio0.09%0.09%
AUM$37M$789.1B
Dividend Yield3.43%1.01%
Holdings68505
YTD Return+5.37%+13.79%
1Y Return+6.26%+23.66%
3Y Return (annualized)+19.12%+21.40%
5Y Return (annualized)+8.05%+13.37%
Volatility (annualized)20.9%15.3%
Max Drawdown-48.9%-56.5%
Fund FamilyFranklin Templeton Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionNov 2, 2017Jan 22, 1993

FLGR vs SPY Performance

Franklin FTSE Germany ETF (FLGR) is a ETF from Franklin Templeton Investments (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year FLGR returned +6.26% while SPY returned +23.66%. Year to date, FLGR is up 5.37% versus a gain of 13.79% for SPY.

Over three years, FLGR compounded at +19.12% per year against +21.40% for SPY; over five years the annualized figures are +8.05% and +13.37% respectively. Across the full 9-year window we track, SPY has the edge at +8.85% annualized vs +5.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLGR has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 15.3% 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 -48.9% for FLGR and -56.5% for SPY. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLGR charges 0.09% per year while SPY charges 0.09%. On a $10,000 position that is $9 vs $9 annually, a gap of $0 per year that compounds over a long holding period. On income, FLGR currently yields 3.43% against 1.01% for SPY.

Holdings Overlap

0.2%overlap

FLGR and SPY share 1 holdings out of 564 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLGRWeight in SPYDifference
APP4.74%0.23%4.51%

Frequently Asked Questions

Which is cheaper, FLGR or SPY?

FLGR has an expense ratio of 0.09% while SPY charges 0.09%. FLGR is the cheaper option. On a $10,000 investment, that is $0 per year of difference.

Which performed better, FLGR or SPY?

Over the past year FLGR returned +6.26% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (9 years), FLGR annualized +5.41% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, FLGR or SPY?

FLGR has been the more volatile fund at 20.9% annualized versus 15.3% for SPY. Worst drawdown: FLGR -48.9% vs SPY -56.5%.

Should I hold both FLGR and SPY?

FLGR and SPY have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGR and SPY?

FLGR and SPY share 1 common holdings with a 0.2% weight overlap. Combined, they hold 564 unique securities.

Which pays a higher dividend, FLGR or SPY?

FLGR yields 3.43% while SPY yields 1.01%, so FLGR currently pays the higher dividend yield.

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