FLTW vs IVV
Franklin FTSE Taiwan ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. FLTW delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | FLTW | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $3.5B | $907.0B | |
| Dividend Yield | 1.76% | 1.10% | |
| Holdings | 139 | 508 | |
| YTD Return | +62.10% | +13.22% | |
| 1Y Return | +86.76% | +21.62% | |
| 3Y Return (annualized) | +42.88% | +22.17% | |
| 5Y Return (annualized) | +22.02% | +13.42% | |
| Volatility (annualized) | 22.9% | 15.1% | |
| Max Drawdown | -38.0% | -56.5% | |
| Fund Family | Franklin Templeton Investments (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 2, 2017 | May 15, 2000 |
FLTW vs IVV Performance
Franklin FTSE Taiwan ETF (FLTW) 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 FLTW returned +86.76% while IVV returned +21.62%. Year to date, FLTW is up 62.10% versus a gain of 13.22% for IVV.
Over three years, FLTW compounded at +42.88% per year against +22.17% for IVV; over five years the annualized figures are +22.02% and +13.42% respectively. Across the full 9-year window we track, FLTW has the edge at +18.52% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FLTW has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -38.0% for FLTW 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FLTW 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, FLTW currently yields 1.76% against 1.10% for IVV.
Holdings Overlap
FLTW and IVV share 0 holdings out of 638 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, FLTW or IVV?
FLTW 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, FLTW or IVV?
Over the past year FLTW returned +86.76% vs +21.62% for IVV, so FLTW leads on 1-year performance. Over the longest common window we track (9 years), FLTW annualized +18.52% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, FLTW or IVV?
FLTW has been the more volatile fund at 22.9% annualized versus 15.1% for IVV. Worst drawdown: FLTW -38.0% vs IVV -56.5%.
Should I hold both FLTW and IVV?
FLTW and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FLTW and IVV?
FLTW and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 638 unique securities.
Which pays a higher dividend, FLTW or IVV?
FLTW yields 1.76% while IVV yields 1.10%, so FLTW currently pays the higher dividend yield.
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