PortfoliosLab logoPortfoliosLab logo
FTSD vs. VMBS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FTSD vs. VMBS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Short Duration U.S. Government ETF (FTSD) and Vanguard Mortgage-Backed Securities ETF (VMBS). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FTSD vs. VMBS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FTSD
Franklin Short Duration U.S. Government ETF
0.40%5.66%5.20%4.84%-3.13%-0.90%3.13%2.40%1.64%0.63%
VMBS
Vanguard Mortgage-Backed Securities ETF
0.41%8.36%1.70%5.34%-11.90%-1.28%3.76%6.19%0.91%2.47%

Returns By Period

The year-to-date returns for both investments are quite close, with FTSD having a 0.40% return and VMBS slightly higher at 0.41%. Over the past 10 years, FTSD has outperformed VMBS with an annualized return of 2.06%, while VMBS has yielded a comparatively lower 1.41% annualized return.


FTSD

1D
0.06%
1M
-0.13%
YTD
0.40%
6M
1.94%
1Y
4.66%
3Y*
4.83%
5Y*
2.40%
10Y*
2.06%

VMBS

1D
0.21%
1M
-1.57%
YTD
0.41%
6M
2.06%
1Y
5.79%
3Y*
4.29%
5Y*
0.49%
10Y*
1.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FTSD vs. VMBS - Expense Ratio Comparison

FTSD has a 0.25% expense ratio, which is higher than VMBS's 0.04% 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%.


Return for Risk

FTSD vs. VMBS — Risk / Return Rank

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

FTSD
FTSD Risk / Return Rank: 9797
Overall Rank
FTSD Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FTSD Sortino Ratio Rank: 9696
Sortino Ratio Rank
FTSD Omega Ratio Rank: 9797
Omega Ratio Rank
FTSD Calmar Ratio Rank: 9797
Calmar Ratio Rank
FTSD Martin Ratio Rank: 9898
Martin Ratio Rank

VMBS
VMBS Risk / Return Rank: 6868
Overall Rank
VMBS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
VMBS Sortino Ratio Rank: 6868
Sortino Ratio Rank
VMBS Omega Ratio Rank: 6060
Omega Ratio Rank
VMBS Calmar Ratio Rank: 7777
Calmar Ratio Rank
VMBS Martin Ratio Rank: 6464
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.

FTSD vs. VMBS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Short Duration U.S. Government ETF (FTSD) and Vanguard Mortgage-Backed Securities ETF (VMBS). 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.


FTSDVMBSDifference

Sharpe ratio

Return per unit of total volatility

2.38

1.16

+1.22

Sortino ratio

Return per unit of downside risk

3.39

1.67

+1.73

Omega ratio

Gain probability vs. loss probability

1.60

1.21

+0.39

Calmar ratio

Return relative to maximum drawdown

4.85

1.95

+2.90

Martin ratio

Return relative to average drawdown

22.05

6.10

+15.94

FTSD vs. VMBS - Sharpe Ratio Comparison

The current FTSD Sharpe Ratio is 2.38, which is higher than the VMBS Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of FTSD and VMBS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FTSDVMBSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.38

1.16

+1.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.31

0.07

+1.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.15

0.26

+0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

1.04

0.46

+0.58

Correlation

The correlation between FTSD and VMBS 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.


Dividends

FTSD vs. VMBS - Dividend Comparison

FTSD's dividend yield for the trailing twelve months is around 4.55%, more than VMBS's 4.23% yield.


TTM20252024202320222021202020192018201720162015
FTSD
Franklin Short Duration U.S. Government ETF
4.55%4.67%4.75%4.14%1.73%1.01%1.54%2.90%2.63%2.24%1.92%1.52%
VMBS
Vanguard Mortgage-Backed Securities ETF
4.23%4.20%3.94%3.31%2.35%1.02%2.01%2.77%2.72%2.16%2.10%2.12%

Drawdowns

FTSD vs. VMBS - Drawdown Comparison

The maximum FTSD drawdown since its inception was -5.32%, smaller than the maximum VMBS drawdown of -17.47%. Use the drawdown chart below to compare losses from any high point for FTSD and VMBS.


Loading graphics...

Drawdown Indicators


FTSDVMBSDifference

Max Drawdown

Largest peak-to-trough decline

-5.32%

-17.47%

+12.15%

Max Drawdown (1Y)

Largest decline over 1 year

-0.93%

-3.00%

+2.07%

Max Drawdown (5Y)

Largest decline over 5 years

-5.08%

-17.12%

+12.04%

Max Drawdown (10Y)

Largest decline over 10 years

-5.32%

-17.47%

+12.15%

Current Drawdown

Current decline from peak

-0.14%

-1.57%

+1.43%

Average Drawdown

Average peak-to-trough decline

-0.61%

-2.51%

+1.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.20%

0.96%

-0.76%

Volatility

FTSD vs. VMBS - Volatility Comparison

The current volatility for Franklin Short Duration U.S. Government ETF (FTSD) is 0.53%, while Vanguard Mortgage-Backed Securities ETF (VMBS) has a volatility of 1.90%. This indicates that FTSD experiences smaller price fluctuations and is considered to be less risky than VMBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FTSDVMBSDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.53%

1.90%

-1.37%

Volatility (6M)

Calculated over the trailing 6-month period

0.87%

2.89%

-2.02%

Volatility (1Y)

Calculated over the trailing 1-year period

1.97%

5.00%

-3.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.83%

6.71%

-4.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.79%

5.37%

-3.58%