FLJH vs IVV
Franklin FTSE Japan Hedged ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. FLJH delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | FLJH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $206M | $907.0B | |
| Dividend Yield | 2.52% | 1.10% | |
| Holdings | 500 | 508 | |
| YTD Return | +21.33% | +12.71% | |
| 1Y Return | +33.34% | +21.89% | |
| 3Y Return (annualized) | +26.64% | +22.08% | |
| 5Y Return (annualized) | +21.24% | +12.96% | |
| Volatility (annualized) | 15.0% | 15.1% | |
| Max Drawdown | -35.2% | -56.5% | |
| Fund Family | Franklin Templeton Investments (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 2, 2017 | May 15, 2000 |
FLJH vs IVV Performance
Franklin FTSE Japan Hedged ETF (FLJH) is a ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FLJH returned +33.34% while IVV returned +21.89%. Year to date, FLJH is up 21.33% versus a gain of 12.71% for IVV.
Over three years, FLJH compounded at +26.64% per year against +22.08% for IVV; over five years the annualized figures are +21.24% and +12.96% respectively. Across the full 9-year window we track, FLJH has the edge at +13.56% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 15.0% for FLJH. 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 -35.2% for FLJH and -56.5% for IVV. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FLJH 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, FLJH currently yields 2.52% against 1.10% for IVV.
Holdings Overlap
FLJH and IVV share 0 holdings out of 980 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FLJH or IVV?
FLJH has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, FLJH or IVV?
Over the past year FLJH returned +33.34% vs +21.89% for IVV, so FLJH leads on 1-year performance. Over the longest common window we track (9 years), FLJH annualized +13.56% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, FLJH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 15.0% for FLJH. Worst drawdown: FLJH -35.2% vs IVV -56.5%.
Should I hold both FLJH and IVV?
FLJH and IVV have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FLJH and IVV?
FLJH and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 980 unique securities.
Which pays a higher dividend, FLJH or IVV?
FLJH yields 2.52% while IVV yields 1.10%, so FLJH currently pays the higher dividend yield.
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