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FLMB vs. PBOG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLMB vs. PBOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Liberty Federal Tax-Free Bond ETF (FLMB) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FLMB achieves a 1.89% return, which is significantly lower than PBOG's 32.22% return.


FLMB

1D
-0.09%
1M
0.74%
YTD
1.89%
6M
2.27%
1Y
8.74%
3Y*
4.38%
5Y*
0.64%
10Y*

PBOG

1D
1.23%
1M
-2.32%
YTD
32.22%
6M
29.70%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLMB vs. PBOG - Yearly Performance Comparison


Correlation

The correlation between FLMB and PBOG is -0.37, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 26, 2025

-0.37

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Return for Risk

FLMB vs. PBOG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLMB
FLMB Risk / Return Rank: 7070
Overall Rank
FLMB Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
FLMB Sortino Ratio Rank: 8181
Sortino Ratio Rank
FLMB Omega Ratio Rank: 8383
Omega Ratio Rank
FLMB Calmar Ratio Rank: 5555
Calmar Ratio Rank
FLMB Martin Ratio Rank: 5656
Martin Ratio Rank

PBOG
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FLMB vs. PBOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty Federal Tax-Free Bond ETF (FLMB) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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.


FLMBPBOGDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.50

Calmar ratioReturn relative to maximum drawdown

2.70

Martin ratioReturn relative to average drawdown

9.56

FLMB vs. PBOG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FLMBPBOGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

3.31

-2.89

Drawdowns

FLMB vs. PBOG - Drawdown Comparison

The maximum FLMB drawdown since its inception was -17.90%, which is greater than PBOG's maximum drawdown of -11.45%. Use the drawdown chart below to compare losses from any high point for FLMB and PBOG.


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Drawdown Indicators


FLMBPBOGDifference

Max Drawdown

Largest peak-to-trough decline

-17.90%

-11.45%

-6.45%

Max Drawdown (1Y)

Largest decline over 1 year

-3.25%

Max Drawdown (3Y)

Largest decline over 3 years

-7.33%

Max Drawdown (5Y)

Largest decline over 5 years

-17.90%

Current Drawdown

Current decline from peak

-0.46%

-6.81%

+6.35%

Average Drawdown

Average peak-to-trough decline

-4.17%

-3.10%

-1.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.92%

Volatility

FLMB vs. PBOG - Volatility Comparison


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Volatility by Period


FLMBPBOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.11%

Volatility (6M)

Calculated over the trailing 6-month period

2.46%

Volatility (1Y)

Calculated over the trailing 1-year period

3.70%

23.67%

-19.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.11%

23.67%

-18.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.58%

23.67%

-18.09%

FLMB vs. PBOG - Expense Ratio Comparison

FLMB has a 0.30% expense ratio, which is higher than PBOG's 0.13% expense ratio.


Dividends

FLMB vs. PBOG - Dividend Comparison

FLMB's dividend yield for the trailing twelve months is around 3.75%, more than PBOG's 0.13% yield.


PositionTTM202520242023202220212020201920182017
FLMB
Franklin Liberty Federal Tax-Free Bond ETF
3.75%3.86%3.79%3.49%2.80%1.66%2.07%2.40%2.68%0.54%
PBOG
Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF
0.13%0.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FLMB and PBOG have a correlation of -0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBOG is cheaper with a 0.13% expense ratio, compared with 0.30% for FLMB.

FLMB has the higher dividend yield at 3.75%, compared with 0.13% for PBOG.

FLMB is categorized as Municipal Bonds, while PBOG is Oil & Gas. They also come from different issuers: Franklin Templeton and Portfolio Building Blocks. Their fees differ too: 0.30% for FLMB and 0.13% for PBOG.

Portfolio Optimizer

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