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FLRN vs. TBUX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLRN vs. TBUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) and T. Rowe Price Ultra Short-Term Bond ETF (TBUX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FLRN achieves a 1.93% return, which is significantly higher than TBUX's 1.83% return.


FLRN

1D
0.00%
1M
0.38%
YTD
1.93%
6M
2.15%
1Y
4.81%
3Y*
5.60%
5Y*
4.20%
10Y*
3.03%

TBUX

1D
0.00%
1M
0.41%
YTD
1.83%
6M
2.14%
1Y
4.79%
3Y*
5.89%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLRN vs. TBUX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
1.93%5.01%6.32%6.54%1.31%-0.05%
TBUX
T. Rowe Price Ultra Short-Term Bond ETF
1.83%5.37%6.38%6.39%-0.13%-0.25%

Correlation

The correlation between FLRN and TBUX is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2021

0.04

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Return for Risk

FLRN vs. TBUX — Risk / Return Rank

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

FLRN
FLRN Risk / Return Rank: 9999
Overall Rank
FLRN Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FLRN Sortino Ratio Rank: 9999
Sortino Ratio Rank
FLRN Omega Ratio Rank: 9999
Omega Ratio Rank
FLRN Calmar Ratio Rank: 9999
Calmar Ratio Rank
FLRN Martin Ratio Rank: 9999
Martin Ratio Rank

TBUX
TBUX Risk / Return Rank: 9999
Overall Rank
TBUX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
TBUX Sortino Ratio Rank: 9999
Sortino Ratio Rank
TBUX Omega Ratio Rank: 9999
Omega Ratio Rank
TBUX Calmar Ratio Rank: 9999
Calmar Ratio Rank
TBUX Martin Ratio Rank: 9999
Martin Ratio Rank
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.

FLRN vs. TBUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) and T. Rowe Price Ultra Short-Term Bond ETF (TBUX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FLRNTBUXDifference
Sharpe ratioReturn per unit of total volatility

-0.15

Sortino ratioReturn per unit of downside risk

-1.71

Omega ratioGain probability vs. loss probability

3.33

3.12

+0.21

Calmar ratioReturn relative to maximum drawdown

21.24

48.17

-26.93

Martin ratioReturn relative to average drawdown

127.12

182.82

-55.71

FLRN vs. TBUX - Sharpe Ratio Comparison

The current FLRN Sharpe Ratio is 7.03, which is comparable to the TBUX Sharpe Ratio of 7.19. The chart below compares the historical Sharpe Ratios of FLRN and TBUX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FLRN vs. TBUX - Drawdown Comparison

The maximum FLRN drawdown since its inception was -14.64%, which is greater than TBUX's maximum drawdown of -1.82%. Use the drawdown chart below to compare losses from any high point for FLRN and TBUX.


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Drawdown Indicators


FLRNTBUXDifference

Max Drawdown

Largest peak-to-trough decline

-14.64%

-1.82%

-12.82%

Max Drawdown (1Y)

Largest decline over 1 year

-0.23%

-0.10%

-0.13%

Max Drawdown (3Y)

Largest decline over 3 years

-1.43%

-0.33%

-1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-2.16%

Max Drawdown (10Y)

Largest decline over 10 years

-14.64%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.82%

-0.28%

-1.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.04%

0.03%

+0.01%

Volatility

FLRN vs. TBUX - Volatility Comparison

The current volatility for SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) is 0.16%, while T. Rowe Price Ultra Short-Term Bond ETF (TBUX) has a volatility of 0.22%. This indicates that FLRN experiences smaller price fluctuations and is considered to be less risky than TBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLRNTBUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.16%

0.22%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

0.53%

0.46%

+0.07%

Volatility (1Y)

Calculated over the trailing 1-year period

0.69%

0.67%

+0.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.69%

1.07%

+0.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.20%

1.07%

+3.13%

FLRN vs. TBUX - Expense Ratio Comparison

FLRN has a 0.15% expense ratio, which is lower than TBUX's 0.17% 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%.


Dividends

FLRN vs. TBUX - Dividend Comparison

FLRN's dividend yield for the trailing twelve months is around 4.50%, which matches TBUX's 4.48% yield.


PositionTTM20252024202320222021202020192018201720162015
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
4.50%4.89%5.67%5.68%1.95%0.39%1.22%2.76%2.39%1.64%1.06%0.63%
TBUX
T. Rowe Price Ultra Short-Term Bond ETF
4.48%4.67%5.39%4.66%2.58%0.27%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FLRN and TBUX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TBUX has higher volatility (0.22%) compared to FLRN (0.16%). In terms of maximum drawdown, FLRN dropped -14.64% vs TBUX's -1.82%.

On 3-year performance, TBUX leads with 5.89% vs 5.60% for FLRN. On fees, FLRN is cheaper at 0.15% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, TBUX has performed better with a 5.89% return vs 5.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FLRN is cheaper with a 0.15% expense ratio, compared with 0.17% for TBUX.

FLRN has the higher dividend yield at 4.50%, compared with 4.48% for TBUX.

FLRN is categorized as Corporate Bonds, while TBUX is Ultrashort Bond. They also come from different issuers: State Street and T. Rowe Price. Their fees differ too: 0.15% for FLRN and 0.17% for TBUX.

TBUX currently has the higher Sharpe Ratio (7.19 vs 7.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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