FLIA vs. ISHG
Compare and contrast key facts about Franklin Liberty International Aggregate Bond ETF (FLIA) and iShares 1-3 Year International Treasury Bond ETF (ISHG).
FLIA and ISHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLIA is an actively managed fund by Franklin Templeton. It was launched on May 30, 2018. ISHG is a passively managed fund by iShares that tracks the performance of the S&P/Citigroup International Treasury Bond Index Ex-US 1-3 Year. It was launched on Jan 21, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLIA or ISHG.
Correlation
The correlation between FLIA and ISHG is 0.30, 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
FLIA vs. ISHG - Performance Comparison
Key characteristics
FLIA:
0.63
ISHG:
-0.49
FLIA:
0.90
ISHG:
-0.63
FLIA:
1.11
ISHG:
0.92
FLIA:
0.42
ISHG:
-0.10
FLIA:
2.47
ISHG:
-0.92
FLIA:
1.11%
ISHG:
3.34%
FLIA:
4.37%
ISHG:
6.25%
FLIA:
-11.24%
ISHG:
-37.24%
FLIA:
-2.15%
ISHG:
-31.05%
Returns By Period
In the year-to-date period, FLIA achieves a 2.37% return, which is significantly higher than ISHG's -3.72% return.
FLIA
2.37%
0.45%
3.07%
2.61%
0.30%
N/A
ISHG
-3.72%
-0.37%
-0.52%
-3.43%
-2.17%
-1.59%
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FLIA vs. ISHG - Expense Ratio Comparison
FLIA has a 0.25% expense ratio, which is lower than ISHG's 0.35% expense ratio.
Risk-Adjusted Performance
FLIA vs. ISHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty International Aggregate Bond ETF (FLIA) and iShares 1-3 Year International Treasury Bond ETF (ISHG). 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
FLIA vs. ISHG - Dividend Comparison
FLIA's dividend yield for the trailing twelve months is around 2.97%, more than ISHG's 2.55% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Franklin Liberty International Aggregate Bond ETF | 2.97% | 0.94% | 18.13% | 2.26% | 0.43% | 2.93% | 1.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
iShares 1-3 Year International Treasury Bond ETF | 2.55% | 0.18% | 0.00% | 1.29% | 0.00% | 0.00% | 1.80% | 0.46% | 0.00% | 0.09% | 0.42% | 0.20% |
Drawdowns
FLIA vs. ISHG - Drawdown Comparison
The maximum FLIA drawdown since its inception was -11.24%, smaller than the maximum ISHG drawdown of -37.24%. Use the drawdown chart below to compare losses from any high point for FLIA and ISHG. For additional features, visit the drawdowns tool.
Volatility
FLIA vs. ISHG - Volatility Comparison
The current volatility for Franklin Liberty International Aggregate Bond ETF (FLIA) is 1.67%, while iShares 1-3 Year International Treasury Bond ETF (ISHG) has a volatility of 2.00%. This indicates that FLIA experiences smaller price fluctuations and is considered to be less risky than ISHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.