FLTW vs VYM

FLTW vs VYM
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Quick Verdict

VYM has a lower expense ratio. FLTW delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: FLTWMore Diversified: VYM

Side-by-Side Comparison

MetricFLTWVYMWinner
Expense Ratio0.19%0.04%
AUM$3.5B$81.6B
Dividend Yield1.76%2.24%
Holdings139616
YTD Return+61.18%+15.75%
1Y Return+82.50%+23.85%
3Y Return (annualized)+42.65%+19.14%
5Y Return (annualized)+21.39%+12.45%
Volatility (annualized)22.9%14.6%
Max Drawdown-38.0%-58.8%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 2, 2017Nov 10, 2006

FLTW vs VYM Performance

Franklin FTSE Taiwan ETF (FLTW) 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 FLTW returned +82.50% while VYM returned +23.85%. Year to date, FLTW is up 61.18% versus a gain of 15.75% for VYM.

Over three years, FLTW compounded at +42.65% per year against +19.14% for VYM; over five years the annualized figures are +21.39% and +12.45% respectively. Across the full 9-year window we track, FLTW has the edge at +18.45% annualized vs +7.06%. 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 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 -38.0% for FLTW 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLTW 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, FLTW currently yields 1.76% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

FLTW and VYM share 0 holdings out of 736 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 VYM?

FLTW 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, FLTW or VYM?

Over the past year FLTW returned +82.50% vs +23.85% for VYM, so FLTW leads on 1-year performance. Over the longest common window we track (9 years), FLTW annualized +18.45% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, FLTW or VYM?

FLTW has been the more volatile fund at 22.9% annualized versus 14.6% for VYM. Worst drawdown: FLTW -38.0% vs VYM -58.8%.

Should I hold both FLTW and VYM?

FLTW and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLTW and VYM?

FLTW and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 736 unique securities.

Which pays a higher dividend, FLTW or VYM?

FLTW yields 1.76% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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