FLXR vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. FLXR offers more diversification with 550 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: FLXR

Side-by-Side Comparison

MetricFLXRVOOWinner
Expense Ratio0.35%0.03%
AUM-$979.0B
Dividend Yield5.81%1.09%
Holdings1,519509
YTD Return+1.35%+9.95%
1Y Return+4.52%+19.58%
3Y Return (annualized)-+19.43%
5Y Return (annualized)-+12.89%
Volatility (annualized)3.0%14.2%
Max Drawdown-1.9%-34.3%
Fund FamilyTCW ETFsVanguard (US)
CategoryFixed IncomeEquity
InceptionJun 24, 2024Sep 7, 2010

FLXR vs VOO Performance

TCW Flexible Income ETF (FLXR) is a ETF from TCW ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FLXR returned +4.52% while VOO returned +19.58%. Year to date, FLXR is up 1.35% versus a gain of 9.95% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 3.0% for FLXR. 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 -1.9% for FLXR and -34.3% for VOO. 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLXR charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, FLXR currently yields 5.81% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

FLXR and VOO share 1 holdings out of 1054 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLXRWeight in VOODifference
CNP0.18%0.04%0.14%

Frequently Asked Questions

Which is cheaper, FLXR or VOO?

FLXR has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, FLXR or VOO?

Over the past year FLXR returned +4.52% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), FLXR annualized +6.89% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, FLXR or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 3.0% for FLXR. Worst drawdown: FLXR -1.9% vs VOO -34.3%.

Should I hold both FLXR and VOO?

FLXR and VOO have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLXR and VOO?

FLXR and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1054 unique securities.

Which pays a higher dividend, FLXR or VOO?

FLXR yields 5.81% while VOO yields 1.09%, so FLXR currently pays the higher dividend yield.

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