FLMX vs VYM

Quick Verdict

VYM has a lower expense ratio. FLMX delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: FLMXMore Diversified: VYM

Side-by-Side Comparison

MetricFLMXVYMWinner
Expense Ratio0.19%0.04%
AUM$86M$79.0B
Dividend Yield3.88%2.86%
Holdings39568
YTD Return+12.99%+15.80%
1Y Return+29.74%+26.12%
3Y Return (annualized)+11.21%+18.25%
5Y Return (annualized)+13.37%+12.51%
Volatility (annualized)24.3%14.6%
Max Drawdown-52.7%-58.8%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 3, 2017Nov 10, 2006

FLMX vs VYM Performance

Franklin FTSE Mexico ETF (FLMX) is a ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FLMX returned +29.74% while VYM returned +26.12%. Year to date, FLMX is up 12.99% versus a gain of 15.80% for VYM.

Over three years, FLMX compounded at +11.21% per year against +18.25% for VYM; over five years the annualized figures are +13.37% and +12.51% respectively. Across the full 9-year window we track, FLMX has the edge at +7.19% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLMX has been the more volatile fund, with annualized monthly volatility of 24.3% compared with 14.6% for VYM. 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 -52.7% for FLMX and -58.8% for VYM. 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

FLMX charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, FLMX currently yields 3.88% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

FLMX and VYM share 0 holdings out of 593 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, FLMX or VYM?

FLMX has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, FLMX or VYM?

Over the past year FLMX returned +29.74% vs +26.12% for VYM, so FLMX leads on 1-year performance. Over the longest common window we track (9 years), FLMX annualized +7.19% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, FLMX or VYM?

FLMX has been the more volatile fund at 24.3% annualized versus 14.6% for VYM. Worst drawdown: FLMX -52.7% vs VYM -58.8%.

Should I hold both FLMX and VYM?

FLMX and VYM 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 FLMX and VYM?

FLMX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.

Which pays a higher dividend, FLMX or VYM?

FLMX yields 3.88% while VYM yields 2.86%, so FLMX currently pays the higher dividend yield.

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