FLUD vs. SGOV
Compare and contrast key facts about Franklin Liberty Ultra Short Bond ETF (FLUD) and iShares 0-3 Month Treasury Bond ETF (SGOV).
FLUD and SGOV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLUD is an actively managed fund by Franklin Templeton. It was launched on Jul 14, 2020. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLUD or SGOV.
Correlation
The correlation between FLUD and SGOV is 0.00, 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
FLUD vs. SGOV - Performance Comparison
Key characteristics
FLUD:
2.82
SGOV:
21.31
FLUD:
4.41
SGOV:
487.27
FLUD:
1.62
SGOV:
488.27
FLUD:
8.82
SGOV:
499.17
FLUD:
34.31
SGOV:
7,924.08
FLUD:
0.15%
SGOV:
0.00%
FLUD:
1.85%
SGOV:
0.23%
FLUD:
-1.66%
SGOV:
-0.03%
FLUD:
0.00%
SGOV:
0.00%
Returns By Period
In the year-to-date period, FLUD achieves a 1.64% return, which is significantly higher than SGOV's 1.36% return.
FLUD
1.64%
0.21%
2.42%
5.21%
N/A
N/A
SGOV
1.36%
0.35%
2.19%
4.87%
N/A
N/A
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FLUD vs. SGOV - Expense Ratio Comparison
FLUD has a 0.15% expense ratio, which is higher than SGOV's 0.03% expense ratio. However, 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
FLUD vs. SGOV — Risk-Adjusted Performance Rank
FLUD
SGOV
FLUD vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty Ultra Short Bond ETF (FLUD) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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
FLUD vs. SGOV - Dividend Comparison
FLUD's dividend yield for the trailing twelve months is around 4.74%, less than SGOV's 4.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
FLUD Franklin Liberty Ultra Short Bond ETF | 4.74% | 4.97% | 4.72% | 1.39% | 0.92% | 0.87% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.79% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% |
Drawdowns
FLUD vs. SGOV - Drawdown Comparison
The maximum FLUD drawdown since its inception was -1.66%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for FLUD and SGOV. For additional features, visit the drawdowns tool.
Volatility
FLUD vs. SGOV - Volatility Comparison
Franklin Liberty Ultra Short Bond ETF (FLUD) has a higher volatility of 0.52% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.07%. This indicates that FLUD's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.