FSML vs IVV

FSML vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricFSMLIVVWinner
Expense Ratio0.45%0.03%
AUM$153M$907.0B
Dividend Yield0.40%1.10%
Holdings306508
YTD Return+23.01%+13.22%
1Y Return-+21.62%
3Y Return (annualized)-+22.17%
5Y Return (annualized)-+13.42%
Volatility (annualized)-15.1%
Max Drawdown-10.8%-56.5%
Fund FamilyFranklin Templeton Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionDec 9, 2025May 15, 2000

FSML vs IVV Performance

Franklin Small Cap Enhanced ETF (FSML) is a ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, FSML is up 23.01% versus a gain of 13.22% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -10.8% for FSML and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FSML charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, FSML currently yields 0.40% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

FSML and IVV share 1 holdings out of 806 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FSMLWeight in IVVDifference
IPGP0.07%0.62%0.55%

Frequently Asked Questions

Which is cheaper, FSML or IVV?

FSML has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between FSML and IVV?

FSML and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 806 unique securities.

Which pays a higher dividend, FSML or IVV?

FSML yields 0.40% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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