FLUD vs. WINC
Compare and contrast key facts about Franklin Liberty Ultra Short Bond ETF (FLUD) and Western Asset Short Duration Income ETF (WINC).
FLUD and WINC 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. WINC is an actively managed fund by Franklin Templeton. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLUD or WINC.
Correlation
The correlation between FLUD and WINC is 0.04, 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. WINC - Performance Comparison
Key characteristics
FLUD:
2.82
WINC:
3.21
FLUD:
4.41
WINC:
4.99
FLUD:
1.62
WINC:
1.71
FLUD:
8.82
WINC:
3.84
FLUD:
34.31
WINC:
22.38
FLUD:
0.15%
WINC:
0.30%
FLUD:
1.85%
WINC:
2.07%
FLUD:
-1.66%
WINC:
-17.36%
FLUD:
0.00%
WINC:
0.00%
Returns By Period
In the year-to-date period, FLUD achieves a 1.64% return, which is significantly lower than WINC's 2.08% return.
FLUD
1.64%
0.21%
2.42%
5.21%
N/A
N/A
WINC
2.08%
0.44%
2.71%
6.73%
3.71%
N/A
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FLUD vs. WINC - Expense Ratio Comparison
FLUD has a 0.15% expense ratio, which is lower than WINC's 0.29% expense ratio.
Risk-Adjusted Performance
FLUD vs. WINC — Risk-Adjusted Performance Rank
FLUD
WINC
FLUD vs. WINC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty Ultra Short Bond ETF (FLUD) and Western Asset Short Duration Income ETF (WINC). 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. WINC - Dividend Comparison
FLUD's dividend yield for the trailing twelve months is around 4.74%, less than WINC's 4.82% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
FLUD Franklin Liberty Ultra Short Bond ETF | 4.74% | 4.97% | 4.72% | 1.39% | 0.92% | 0.87% | 0.00% |
WINC Western Asset Short Duration Income ETF | 4.82% | 4.92% | 4.35% | 2.49% | 1.95% | 3.90% | 3.72% |
Drawdowns
FLUD vs. WINC - Drawdown Comparison
The maximum FLUD drawdown since its inception was -1.66%, smaller than the maximum WINC drawdown of -17.36%. Use the drawdown chart below to compare losses from any high point for FLUD and WINC. For additional features, visit the drawdowns tool.
Volatility
FLUD vs. WINC - Volatility Comparison
The current volatility for Franklin Liberty Ultra Short Bond ETF (FLUD) is 0.52%, while Western Asset Short Duration Income ETF (WINC) has a volatility of 1.10%. This indicates that FLUD experiences smaller price fluctuations and is considered to be less risky than WINC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.