FTSD vs. SPIB
Compare and contrast key facts about Franklin Liberty Short Duration U.S. Government ETF (FTSD) and SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB).
FTSD and SPIB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTSD is an actively managed fund by Franklin Templeton. It was launched on Nov 4, 2013. SPIB is a passively managed fund by State Street that tracks the performance of the Bloomberg US Aggregate Credit - Corporate - Investment Grade - Intermediate. It was launched on Feb 10, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTSD or SPIB.
Correlation
The correlation between FTSD and SPIB is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FTSD vs. SPIB - Performance Comparison
Key characteristics
FTSD:
4.00
SPIB:
2.01
FTSD:
6.38
SPIB:
3.04
FTSD:
1.95
SPIB:
1.37
FTSD:
13.33
SPIB:
1.18
FTSD:
39.93
SPIB:
7.44
FTSD:
0.14%
SPIB:
0.94%
FTSD:
1.45%
SPIB:
3.47%
FTSD:
-5.32%
SPIB:
-14.94%
FTSD:
-0.08%
SPIB:
0.00%
Returns By Period
In the year-to-date period, FTSD achieves a 1.43% return, which is significantly lower than SPIB's 2.47% return. Over the past 10 years, FTSD has underperformed SPIB with an annualized return of 1.72%, while SPIB has yielded a comparatively higher 2.56% annualized return.
FTSD
1.43%
0.20%
1.94%
5.77%
1.80%
1.72%
SPIB
2.47%
0.28%
0.83%
6.99%
2.75%
2.56%
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FTSD vs. SPIB - Expense Ratio Comparison
FTSD has a 0.25% expense ratio, which is higher than SPIB's 0.07% 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
FTSD vs. SPIB — Risk-Adjusted Performance Rank
FTSD
SPIB
FTSD vs. SPIB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty Short Duration U.S. Government ETF (FTSD) and SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB). 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
FTSD vs. SPIB - Dividend Comparison
FTSD's dividend yield for the trailing twelve months is around 4.77%, more than SPIB's 4.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSD Franklin Liberty Short Duration U.S. Government ETF | 4.77% | 4.75% | 4.14% | 1.73% | 1.01% | 1.54% | 2.90% | 2.63% | 2.24% | 1.92% | 1.52% | 1.91% |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | 4.44% | 4.41% | 3.84% | 2.65% | 1.58% | 2.18% | 3.03% | 3.03% | 2.79% | 2.68% | 2.69% | 2.65% |
Drawdowns
FTSD vs. SPIB - Drawdown Comparison
The maximum FTSD drawdown since its inception was -5.32%, smaller than the maximum SPIB drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for FTSD and SPIB. For additional features, visit the drawdowns tool.
Volatility
FTSD vs. SPIB - Volatility Comparison
The current volatility for Franklin Liberty Short Duration U.S. Government ETF (FTSD) is 0.42%, while SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) has a volatility of 0.86%. This indicates that FTSD experiences smaller price fluctuations and is considered to be less risky than SPIB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.