FLLA vs IVV

FLLA vs IVV
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: IVVHigher Returns: FLLAMore Diversified: IVV

Side-by-Side Comparison

MetricFLLAIVVWinner
Expense Ratio0.19%0.03%
AUM$105M$907.0B
Dividend Yield4.70%1.10%
Holdings138508
YTD Return+13.31%+12.71%
1Y Return+34.26%+21.89%
3Y Return (annualized)+13.03%+22.08%
5Y Return (annualized)+11.74%+12.96%
Volatility (annualized)26.9%15.1%
Max Drawdown-53.9%-56.5%
Fund FamilyFranklin Templeton Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionOct 9, 2018May 15, 2000

FLLA vs IVV Performance

Franklin FTSE Latin America ETF (FLLA) 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 FLLA returned +34.26% while IVV returned +21.89%. Year to date, FLLA is up 13.31% versus a gain of 12.71% for IVV.

Over three years, FLLA compounded at +13.03% per year against +22.08% for IVV; over five years the annualized figures are +11.74% and +12.96% respectively. Across the full 8-year window we track, IVV has the edge at +7.00% annualized vs +6.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLLA has been the more volatile fund, with annualized monthly volatility of 26.9% 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 -53.9% for FLLA 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLLA 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, FLLA currently yields 4.70% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

FLLA and IVV share 0 holdings out of 631 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, FLLA or IVV?

FLLA has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, FLLA or IVV?

Over the past year FLLA returned +34.26% vs +21.89% for IVV, so FLLA leads on 1-year performance. Over the longest common window we track (8 years), FLLA annualized +6.30% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, FLLA or IVV?

FLLA has been the more volatile fund at 26.9% annualized versus 15.1% for IVV. Worst drawdown: FLLA -53.9% vs IVV -56.5%.

Should I hold both FLLA and IVV?

FLLA and IVV have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLLA and IVV?

FLLA and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 631 unique securities.

Which pays a higher dividend, FLLA or IVV?

FLLA yields 4.70% while IVV yields 1.10%, so FLLA currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free