FSML vs VO

AFSML

BVO

Measures won0–2VO wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · VO $13,829

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%FSML and VO

Franklin Small Cap Enhanced ETF · $151MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,445+18.0%

[…]5 years · per year[…] · $13,829+6.7%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.51%12-mo yield$51 · $135 on $10k1.35%

Cards for this view

FSML

Franklin Small Cap Enhanced

[…]

Vanguard Morningstar Mid-Cap

$13,829

MeasureFSMLVO

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.51%1.35%

5 years, per year[…]+6.7%

3 years, per year[…]+18.0%

Worst drop · 1Y[…]−8.2%

Volatility · 1Y[…]13.0%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	AFSML	Franklin Small Cap Enhanced ETFRead Desk	0.45%	0.51%	+3.2%	+18.4%	new	new	new	[…]	$151M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	AFSML	Franklin Small Cap Enhanced ETFRead Desk	0.45%	0.51%	+3.2%	+18.4%	new	new	new	[…]	$151M

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