FLGR vs SPY

FLGR vs SPY

Which is better, FLGR or SPY?

Large Cap Value against Large Cap Blend.

SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 62.0%.

Lower Fees: TiedHigher Returns: SPYLess Concentrated: SPY

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

MetricFLGRSPY
Expense Ratio0.09%Tie0.09%Tie
AUM$39M$804.7B
Dividend Yield3.20%0.98%
Holdings68505
YTD Return+2.05%+12.22%Best
1Y Return+5.96%+16.97%Best
3Y Return (annualized)+19.19%+21.16%Best
5Y Return (annualized)+7.77%+13.00%Best
Volatility (annualized)20.9%16.3%Best
Max Drawdown-48.9%-34.1%Best
$10,000 over 5 years$14,537$18,424Best
Top 10 Weight62.0%37.8%Best
Fund FamilyFranklin Templeton Investments (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 2, 2017Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2017 to Sep 17, 2026 (8.9 years).

FLGR 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 8.9 years both funds cover.

FLGR vs SPY Performance

Franklin FTSE Germany ETF (FLGR) 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 FLGR returned +5.96% while SPY returned +16.97%. Year to date, FLGR is up 2.05% versus a gain of 12.22% for SPY.

Over three years, FLGR compounded at +19.19% per year against +21.16% for SPY; over five years the annualized figures are +7.77% and +13.00% respectively. Across the full 9-year window we track, SPY has the edge at +13.92% annualized vs +4.96%.

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 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 -48.9% for FLGR 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 0.80. 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. On income, FLGR currently yields 3.20% against 0.98% for SPY.

Holdings Overlap

FLGR already in SPY1.0%
SPY already in FLGR0.6%

1.0% of FLGR's money is in holdings SPY also owns. 0.6% of SPY's money is in holdings FLGR also owns.

FLGR and SPY share little of their money.

1 positions in common, counted across the 64 positions we hold weights for in FLGR and 504 in SPY, against full books of 68 and 505.

What only one of them owns

Our book lists 496 positions for SPY that do not appear in our book for FLGR (98.8% of the fund), and 1 for FLGR that do not appear in SPY (0.0%).

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 FLGRWeight in SPYDifference
MRKMerck & Company Inc1.01%0.56%0.45%

You are not choosing between two funds in isolation.

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

FLGRSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLGR or SPY?

FLGR 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, FLGR or SPY?

Over the past year FLGR returned +5.96% vs +16.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (9 years), FLGR annualized +4.96% vs +13.92% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLGR or SPY?

FLGR has been the more volatile fund at 20.9% annualized versus 16.3% for SPY. Worst drawdown: FLGR -48.9% vs SPY -34.1%.

Should I hold both FLGR and SPY?

FLGR and SPY have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FLGR and SPY?

1.0% of FLGR's money is in holdings SPY also owns. 0.6% of SPY's is in holdings FLGR also owns. They hold 1 positions in common, counted across the 64 positions we hold weights for in FLGR and 504 in SPY.

Which pays a higher dividend, FLGR or SPY?

FLGR yields 3.20% while SPY yields 0.98%, so FLGR currently pays the higher dividend yield.

Is SPY better than FLGR?

SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 62.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.