FLCE vs IVV
FLCE vs IVV
Frontier Asset US Large Cap Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FLCE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.86% | 0.03% | |
| AUM | $80M | $865.2B | |
| Dividend Yield | 0.31% | 1.09% | |
| Holdings | 8 | 508 | |
| YTD Return | +12.17% | +13.80% | |
| 1Y Return | +21.38% | +23.70% | |
| 3Y Return (annualized) | - | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 11.6% | 15.1% | |
| Max Drawdown | -17.5% | -56.5% | |
| Fund Family | Frontier Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 19, 2024 | May 15, 2000 |
FLCE vs IVV Performance
Frontier Asset US Large Cap Equity ETF (FLCE) is a ETF from Frontier Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FLCE returned +21.38% while IVV returned +23.70%. Year to date, FLCE is up 12.17% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.6% for FLCE. 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 -17.5% for FLCE 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FLCE charges 0.86% per year while IVV charges 0.03%. On a $10,000 position that is $86 vs $3 annually, a gap of $83 per year that compounds over a long holding period. On income, FLCE currently yields 0.31% against 1.09% for IVV.
Holdings Overlap
FLCE and IVV share 0 holdings out of 512 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, FLCE or IVV?
FLCE has an expense ratio of 0.86% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, FLCE or IVV?
Over the past year FLCE returned +21.38% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), FLCE annualized +16.15% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, FLCE or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.6% for FLCE. Worst drawdown: FLCE -17.5% vs IVV -56.5%.
Should I hold both FLCE and IVV?
FLCE and IVV have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between FLCE and IVV?
FLCE and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, FLCE or IVV?
FLCE yields 0.31% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.