FLGR vs VYM

FLGR vs VYM

Which is better, FLGR or VYM?

Each has led over a different period.

VYM has a lower expense ratio. FLGR led over 3Y, VYM over 1Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 62.0%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricFLGRVYM
Expense Ratio0.09%0.04%Best
AUM$39M$81.6B
Dividend Yield3.20%2.22%
Holdings68613
YTD Return+0.64%+11.35%Best
1Y Return+3.60%+15.34%Best
3Y Return (annualized)+18.70%Best+17.22%
5Y Return (annualized)+8.01%+12.30%Best
Volatility (annualized)20.9%15.1%Best
Max Drawdown-48.9%-35.7%Best
$10,000 over 5 years$14,700$17,861Best
Top 10 Weight62.0%26.1%Best
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionNov 2, 2017Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2017 to Sep 18, 2026 (8.9 years).

FLGR vs VYM 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 VYM Performance

Franklin FTSE Germany ETF (FLGR) is an ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FLGR returned +3.60% while VYM returned +15.34%. Year to date, FLGR is up 0.64% versus a gain of 11.35% for VYM.

Over three years, FLGR compounded at +18.70% per year against +17.22% for VYM; over five years the annualized figures are +8.01% and +12.30% respectively. Across the full 9-year window we track, VYM has the edge at +9.63% annualized vs +4.80%.

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 15.1% for VYM. 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 -35.7% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, FLGR currently yields 3.20% against 2.22% for VYM.

Holdings Overlap

FLGR already in VYM1.0%
VYM already in FLGR1.3%

1.0% of FLGR's money is in holdings VYM also owns. 1.3% of VYM's money is in holdings FLGR also owns.

VYM and FLGR share little of their money.

1 positions in common, counted across the 64 positions we hold weights for in FLGR and 557 in VYM, against full books of 68 and 613.

What only one of them owns

Our book lists 527 positions for VYM that do not appear in our book for FLGR (95.8% of the fund), and 1 for FLGR that do not appear in VYM (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 VYMDifference
MRKMerck & Company Inc1.01%1.31%0.30%

You are not choosing between two funds in isolation.

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

FLGRVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLGR or VYM?

FLGR has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, FLGR or VYM?

Over the past year FLGR returned +3.60% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), FLGR annualized +4.80% vs +9.63% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLGR or VYM?

FLGR has been the more volatile fund at 20.9% annualized versus 15.1% for VYM. Worst drawdown: FLGR -48.9% vs VYM -35.7%.

Should I hold both FLGR and VYM?

FLGR and VYM 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 VYM?

1.3% of VYM's money is in holdings FLGR also owns. 1.3% of VYM'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 557 in VYM.

Which pays a higher dividend, FLGR or VYM?

FLGR yields 3.20% while VYM yields 2.22%, so FLGR currently pays the higher dividend yield.

Is VYM better than FLGR?

VYM has a lower expense ratio. FLGR led over 3Y, VYM over 1Y, 5Y and the full window. VYM is less concentrated, with 26.1% 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.