FLCB vs. SGOV
Compare and contrast key facts about Franklin Liberty U.S. Core Bond ETF (FLCB) and iShares 0-3 Month Treasury Bond ETF (SGOV).
FLCB and SGOV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLCB is an actively managed fund by Franklin Templeton. It was launched on Sep 17, 2019. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCB or SGOV.
Correlation
The correlation between FLCB and SGOV is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FLCB vs. SGOV - Performance Comparison
Key characteristics
FLCB:
1.29
SGOV:
21.31
FLCB:
1.93
SGOV:
487.27
FLCB:
1.23
SGOV:
488.27
FLCB:
0.52
SGOV:
499.17
FLCB:
3.46
SGOV:
7,924.08
FLCB:
2.05%
SGOV:
0.00%
FLCB:
5.50%
SGOV:
0.23%
FLCB:
-19.06%
SGOV:
-0.03%
FLCB:
-6.92%
SGOV:
0.00%
Returns By Period
In the year-to-date period, FLCB achieves a 2.53% return, which is significantly higher than SGOV's 1.36% return.
FLCB
2.53%
0.06%
1.88%
7.51%
-0.73%
N/A
SGOV
1.36%
0.32%
2.19%
4.87%
N/A
N/A
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FLCB vs. SGOV - Expense Ratio Comparison
FLCB has a 0.15% expense ratio, which is higher than SGOV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FLCB vs. SGOV — Risk-Adjusted Performance Rank
FLCB
SGOV
FLCB vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty U.S. Core Bond ETF (FLCB) and iShares 0-3 Month Treasury Bond ETF (SGOV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FLCB vs. SGOV - Dividend Comparison
FLCB's dividend yield for the trailing twelve months is around 4.19%, less than SGOV's 4.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
FLCB Franklin Liberty U.S. Core Bond ETF | 4.19% | 4.10% | 3.40% | 2.73% | 2.28% | 2.94% | 0.72% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.79% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% |
Drawdowns
FLCB vs. SGOV - Drawdown Comparison
The maximum FLCB drawdown since its inception was -19.06%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for FLCB and SGOV. For additional features, visit the drawdowns tool.
Volatility
FLCB vs. SGOV - Volatility Comparison
Franklin Liberty U.S. Core Bond ETF (FLCB) has a higher volatility of 2.13% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.07%. This indicates that FLCB's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.