FLLV vs. USMV
Compare and contrast key facts about Franklin Liberty U.S. Low Volatility ETF (FLLV) and iShares Edge MSCI Min Vol USA ETF (USMV).
FLLV and USMV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLLV is an actively managed fund by Franklin Templeton. It was launched on Sep 20, 2016. USMV is a passively managed fund by iShares that tracks the performance of the MSCI USA Minimum Volatility Index. It was launched on Oct 18, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLLV or USMV.
Correlation
The correlation between FLLV and USMV is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FLLV vs. USMV - Performance Comparison
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Key characteristics
FLLV:
6.39%
USMV:
12.96%
FLLV:
-0.51%
USMV:
-33.10%
FLLV:
0.00%
USMV:
-2.24%
Returns By Period
FLLV
N/A
N/A
N/A
N/A
N/A
N/A
USMV
4.12%
2.39%
-0.63%
12.93%
11.54%
10.32%
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FLLV vs. USMV - Expense Ratio Comparison
FLLV has a 0.29% expense ratio, which is higher than USMV's 0.15% expense ratio.
Risk-Adjusted Performance
FLLV vs. USMV — Risk-Adjusted Performance Rank
FLLV
USMV
FLLV vs. USMV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty U.S. Low Volatility ETF (FLLV) and iShares Edge MSCI Min Vol USA ETF (USMV). 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.
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Dividends
FLLV vs. USMV - Dividend Comparison
FLLV's dividend yield for the trailing twelve months is around 4.75%, more than USMV's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLLV Franklin Liberty U.S. Low Volatility ETF | 4.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USMV iShares Edge MSCI Min Vol USA ETF | 1.58% | 1.67% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% | 1.88% |
Drawdowns
FLLV vs. USMV - Drawdown Comparison
The maximum FLLV drawdown since its inception was -0.51%, smaller than the maximum USMV drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for FLLV and USMV. For additional features, visit the drawdowns tool.
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Volatility
FLLV vs. USMV - Volatility Comparison
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