FLIN vs IVV

FLIN vs IVV

Which is better, FLIN or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y 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

MetricFLINIVV
Expense Ratio0.19%0.03%Best
AUM$2.7B$876.4B
Dividend Yield0.42%1.06%
Holdings284508
YTD Return-11.33%+13.32%Best
1Y Return-8.66%+17.08%Best
3Y Return (annualized)+3.70%+22.72%Best
5Y Return (annualized)+1.76%+13.20%Best
Volatility (annualized)17.7%16.4%Best
Max Drawdown-41.9%-33.9%Best
$10,000 over 5 years$10,912$18,588Best
Fund FamilyFranklin Templeton Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionFeb 6, 2018May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 8, 2018 to Sep 23, 2026 (8.6 years).

FLIN vs IVV 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 8.6 years both funds cover.

FLIN vs IVV Performance

Franklin FTSE India ETF (FLIN) is an ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year FLIN returned -8.66% while IVV returned +17.08%. Year to date, FLIN is down 11.33% versus a gain of 13.32% for IVV.

Over three years, FLIN compounded at +3.70% per year against +22.72% for IVV; over five years the annualized figures are +1.76% and +13.20% respectively. Across the full 9-year window we track, IVV has the edge at +14.51% annualized vs +5.38%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLIN has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 16.4% 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 -41.9% for FLIN 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FLIN charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, FLIN currently yields 0.42% against 1.06% for IVV.

Holdings Overlap

IVV already in FLIN0.1%

At least 0.1% of IVV's money is in holdings FLIN also owns.

Stated as a floor: for FLIN, our book for it covers 94.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 272 positions we hold weights for in FLIN and 490 in IVV, against full books of 284 and 508.

Top Shared Holdings

StockWeight in FLINWeight in IVVDifference
HALHalliburton Co.0.56%0.05%0.51%

You are not choosing between two funds in isolation.

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

FLINIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLIN or IVV?

FLIN has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, FLIN or IVV?

Over the past year FLIN returned -8.66% vs +17.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), FLIN annualized +5.38% vs +14.51% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLIN or IVV?

FLIN has been the more volatile fund at 17.7% annualized versus 16.4% for IVV. Worst drawdown: FLIN -41.9% vs IVV -33.9%.

Should I hold both FLIN and IVV?

FLIN and IVV have a monthly-return correlation of 0.56, 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, FLIN or IVV?

FLIN yields 0.42% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than FLIN?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.