FLKR vs IVV

FLKR vs IVV
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Quick Verdict

IVV has a lower expense ratio. FLKR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: FLKRMore Diversified: IVV

Side-by-Side Comparison

MetricFLKRIVVWinner
Expense Ratio0.09%0.03%
AUM$1.6B$907.0B
Dividend Yield3.12%1.10%
Holdings166508
YTD Return+69.26%+12.96%
1Y Return+137.71%+20.70%
3Y Return (annualized)+44.84%+22.10%
5Y Return (annualized)+17.27%+13.40%
Volatility (annualized)31.7%15.1%
Max Drawdown-50.5%-56.5%
Fund FamilyFranklin Templeton Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 2, 2017May 15, 2000

FLKR vs IVV Performance

Franklin FTSE South Korea ETF (FLKR) 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 FLKR returned +137.71% while IVV returned +20.70%. Year to date, FLKR is up 69.26% versus a gain of 12.96% for IVV.

Over three years, FLKR compounded at +44.84% per year against +22.10% for IVV; over five years the annualized figures are +17.27% and +13.40% respectively. Across the full 9-year window we track, FLKR has the edge at +11.46% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLKR has been the more volatile fund, with annualized monthly volatility of 31.7% compared with 15.1% 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 -50.5% for FLKR 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLKR 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, FLKR currently yields 3.12% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

FLKR and IVV share 0 holdings out of 661 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, FLKR or IVV?

FLKR 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, FLKR or IVV?

Over the past year FLKR returned +137.71% vs +20.70% for IVV, so FLKR leads on 1-year performance. Over the longest common window we track (9 years), FLKR annualized +11.46% vs +7.01% for IVV. Past performance does not guarantee future results.

Which is riskier, FLKR or IVV?

FLKR has been the more volatile fund at 31.7% annualized versus 15.1% for IVV. Worst drawdown: FLKR -50.5% vs IVV -56.5%.

Should I hold both FLKR and IVV?

FLKR and IVV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLKR and IVV?

FLKR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 661 unique securities.

Which pays a higher dividend, FLKR or IVV?

FLKR yields 3.12% while IVV yields 1.10%, so FLKR currently pays the higher dividend yield.

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