FLHK vs IVV

FLHK vs IVV

Which is better, FLHK or IVV?

Large Cap Value against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricFLHKIVV
Expense Ratio0.09%0.03%Best
AUM$13M$876.4B
Dividend Yield4.33%1.06%
Holdings72508
Volatility (annualized)26.1%16.9%Best
Max Drawdown-47.0%-33.9%Best
$10,000 over 7.6 years$9,700$25,248Best
Fund FamilyFranklin Templeton Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 2, 2017May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 444 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FLHK has data through Jul 1, 2025 and IVV through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 7.6 years row, are measured over the window both funds cover: Nov 8, 2017 to Jul 1, 2025 (7.6 years).

Risk: Volatility and Drawdowns

FLHK has been the more volatile fund, with annualized monthly volatility of 26.1% compared with 16.9% 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 -47.0% for FLHK and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FLHK 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, FLHK currently yields 4.33% against 1.06% for IVV.

You are not choosing between two funds in isolation.

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

FLHKIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLHK or IVV?

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

Which is riskier, FLHK or IVV?

FLHK has been the more volatile fund at 26.1% annualized versus 16.9% for IVV. Worst drawdown: FLHK -47.0% vs IVV -33.9%.

Should I hold both FLHK and IVV?

FLHK and IVV have a monthly-return correlation of 0.32, 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, FLHK or IVV?

FLHK yields 4.33% while IVV yields 1.06%, so FLHK currently pays the higher dividend yield.

Is IVV better than FLHK?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.