FLTW vs VYM

FLTW vs VYM

Which is better, FLTW or VYM?

FLTW has been ahead.

VYM has a lower expense ratio. FLTW led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 52.0%.

Lower Fees: VYMHigher Returns: FLTWLess Concentrated: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFLTWVYM
Expense Ratio0.19%0.04%Best
AUM$3.7B$81.6B
Dividend Yield1.76%2.24%
Holdings139613
YTD Return+74.09%Best+14.82%
1Y Return+103.15%Best+20.84%
3Y Return (annualized)+45.66%Best+18.64%
5Y Return (annualized)+21.88%Best+12.28%
Volatility (annualized)22.9%15.0%Best
Max Drawdown-38.0%-35.7%Best
$10,000 over 5 years$26,894Best$17,845
Top 10 Weight52.0%25.9%Best
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionNov 2, 2017Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2017 to Sep 4, 2026 (8.8 years).

FLTW vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.8 years both funds cover.

FLTW vs VYM Performance

Franklin FTSE Taiwan ETF (FLTW) is an ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FLTW returned +103.15% while VYM returned +20.84%. Year to date, FLTW is up 74.09% versus a gain of 14.82% for VYM.

Over three years, FLTW compounded at +45.66% per year against +18.64% for VYM; over five years the annualized figures are +21.88% and +12.28% respectively. Across the full 9-year window we track, FLTW has the edge at +19.38% annualized vs +10.06%.

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 15.0% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

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

We hold position weights for 133 holdings in FLTW and 602 in VYM, totalling 99.1% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 133 positions we hold weights for in FLTW and 602 in VYM, against full books of 139 and 613.

What only one of them owns

Our book lists 569 positions for VYM that do not appear in our book for FLTW (97.2% of the fund), and 1 for FLTW that do not appear in VYM (0.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of FLTW and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FLTWVYM

Free for up to 10 holdings. No account needed.

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, by $15 a year on a $10,000 investment.

Which performed better, FLTW or VYM?

Over the past year FLTW returned +103.15% vs +20.84% for VYM, so FLTW leads on 1-year performance. Over the longest common window we track (9 years), FLTW annualized +19.38% vs +10.06% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLTW or VYM?

FLTW has been the more volatile fund at 22.9% annualized versus 15.0% for VYM. Worst drawdown: FLTW -38.0% vs VYM -35.7%.

Should I hold both FLTW and VYM?

FLTW and VYM have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

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.

Is VYM better than FLTW?

VYM has a lower expense ratio. FLTW led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 52.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.