FLGV vs. FLUD
Compare and contrast key facts about Franklin Liberty U.S. Treasury Bond ETF (FLGV) and Franklin Liberty Ultra Short Bond ETF (FLUD).
FLGV and FLUD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLGV is an actively managed fund by Franklin Templeton. It was launched on Jun 9, 2020. FLUD is an actively managed fund by Franklin Templeton. It was launched on Jul 14, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLGV or FLUD.
Correlation
The correlation between FLGV and FLUD is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FLGV vs. FLUD - Performance Comparison
Key characteristics
FLGV:
1.32
FLUD:
2.82
FLGV:
1.98
FLUD:
4.41
FLGV:
1.23
FLUD:
1.62
FLGV:
0.46
FLUD:
8.82
FLGV:
2.93
FLUD:
34.31
FLGV:
2.31%
FLUD:
0.15%
FLGV:
5.12%
FLUD:
1.85%
FLGV:
-17.63%
FLUD:
-1.66%
FLGV:
-8.51%
FLUD:
0.00%
Returns By Period
In the year-to-date period, FLGV achieves a 2.94% return, which is significantly higher than FLUD's 1.64% return.
FLGV
2.94%
0.86%
1.99%
7.18%
N/A
N/A
FLUD
1.64%
0.21%
2.42%
5.21%
N/A
N/A
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FLGV vs. FLUD - Expense Ratio Comparison
FLGV has a 0.09% expense ratio, which is lower than FLUD's 0.15% expense ratio. Despite the difference, 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
FLGV vs. FLUD — Risk-Adjusted Performance Rank
FLGV
FLUD
FLGV vs. FLUD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty U.S. Treasury Bond ETF (FLGV) and Franklin Liberty Ultra Short Bond ETF (FLUD). 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
FLGV vs. FLUD - Dividend Comparison
FLGV's dividend yield for the trailing twelve months is around 4.12%, less than FLUD's 4.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
FLGV Franklin Liberty U.S. Treasury Bond ETF | 4.12% | 4.13% | 3.46% | 2.21% | 1.92% | 0.97% |
FLUD Franklin Liberty Ultra Short Bond ETF | 4.74% | 4.97% | 4.72% | 1.39% | 0.92% | 0.87% |
Drawdowns
FLGV vs. FLUD - Drawdown Comparison
The maximum FLGV drawdown since its inception was -17.63%, which is greater than FLUD's maximum drawdown of -1.66%. Use the drawdown chart below to compare losses from any high point for FLGV and FLUD. For additional features, visit the drawdowns tool.
Volatility
FLGV vs. FLUD - Volatility Comparison
Franklin Liberty U.S. Treasury Bond ETF (FLGV) has a higher volatility of 1.88% compared to Franklin Liberty Ultra Short Bond ETF (FLUD) at 0.52%. This indicates that FLGV's price experiences larger fluctuations and is considered to be riskier than FLUD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.