FFLG vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricFFLGIVVWinner
Expense Ratio0.38%0.03%
AUM$684M$865.2B
Dividend Yield0.13%1.09%
Holdings102508
YTD Return+11.54%+13.80%
1Y Return+20.08%+23.70%
3Y Return (annualized)+25.03%+21.49%
5Y Return (annualized)+9.71%+13.43%
Volatility (annualized)22.3%15.1%
Max Drawdown-44.6%-56.5%
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 2, 2021May 15, 2000

FFLG vs IVV Performance

Fidelity Fundamental Large Cap Growth ETF (FFLG) is a ETF from Fidelity Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FFLG returned +20.08% while IVV returned +23.70%. Year to date, FFLG is up 11.54% versus a gain of 13.80% for IVV.

Over three years, FFLG compounded at +25.03% per year against +21.49% for IVV; over five years the annualized figures are +9.71% and +13.43% respectively. Across the full 6-year window we track, FFLG has the edge at +9.83% annualized vs +7.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FFLG has been the more volatile fund, with annualized monthly volatility of 22.3% 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 -44.6% for FFLG 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFLG charges 0.38% per year while IVV charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, FFLG currently yields 0.13% against 1.09% for IVV.

Holdings Overlap

48.0%overlap

FFLG and IVV share 59 holdings out of 544 unique holdings combined, representing a 48.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FFLGWeight in IVVDifference
NVDA14.55%7.76%6.79%
AAPL8.93%7.44%1.49%
MSFT5.83%4.57%1.26%
AMZNProProPro
GOOGLProProPro
METAProProPro
AVGOProProPro
GOOGProProPro
LLYProProPro
MUProProPro
See all 10 holdings FFLG shares with IVV
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Frequently Asked Questions

Which is cheaper, FFLG or IVV?

FFLG has an expense ratio of 0.38% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, FFLG or IVV?

Over the past year FFLG returned +20.08% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), FFLG annualized +9.83% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, FFLG or IVV?

FFLG has been the more volatile fund at 22.3% annualized versus 15.1% for IVV. Worst drawdown: FFLG -44.6% vs IVV -56.5%.

Should I hold both FFLG and IVV?

FFLG and IVV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFLG and IVV?

FFLG and IVV share 59 common holdings with a 48.0% weight overlap. Combined, they hold 544 unique securities.

Which pays a higher dividend, FFLG or IVV?

FFLG yields 0.13% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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