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IGHG vs. FLSP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGHG vs. FLSP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Investment Grade-Interest Rate Hedged (IGHG) and Franklin Liberty Systematic Style Premia ETF (FLSP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IGHG achieves a 2.08% return, which is significantly lower than FLSP's 2.34% return.


IGHG

1D
0.08%
1M
-0.02%
YTD
2.08%
6M
2.05%
1Y
5.77%
3Y*
8.31%
5Y*
5.18%
10Y*
4.83%

FLSP

1D
-0.58%
1M
0.95%
YTD
2.34%
6M
3.30%
1Y
15.79%
3Y*
10.46%
5Y*
8.49%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGHG vs. FLSP - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IGHG
ProShares Investment Grade-Interest Rate Hedged
2.08%5.65%9.20%11.58%-0.90%0.88%0.61%0.44%
FLSP
Franklin Liberty Systematic Style Premia ETF
2.34%15.56%11.75%3.14%0.44%11.44%-15.19%0.90%

Correlation

The correlation between IGHG and FLSP is 0.05, 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

0.05

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

0.05

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Dec 23, 2019

0.11

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Return for Risk

IGHG vs. FLSP — Risk / Return Rank

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

IGHG
IGHG Risk / Return Rank: 5959
Overall Rank
IGHG Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
IGHG Sortino Ratio Rank: 5555
Sortino Ratio Rank
IGHG Omega Ratio Rank: 5353
Omega Ratio Rank
IGHG Calmar Ratio Rank: 6868
Calmar Ratio Rank
IGHG Martin Ratio Rank: 6666
Martin Ratio Rank

FLSP
FLSP Risk / Return Rank: 6060
Overall Rank
FLSP Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
FLSP Sortino Ratio Rank: 5353
Sortino Ratio Rank
FLSP Omega Ratio Rank: 4949
Omega Ratio Rank
FLSP Calmar Ratio Rank: 7979
Calmar Ratio Rank
FLSP 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.

IGHG vs. FLSP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Investment Grade-Interest Rate Hedged (IGHG) and Franklin Liberty Systematic Style Premia ETF (FLSP). 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.


IGHGFLSPDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

+0.08

Omega ratioGain probability vs. loss probability

1.32

1.30

+0.02

Calmar ratioReturn relative to maximum drawdown

3.31

3.94

-0.62

Martin ratioReturn relative to average drawdown

11.69

11.39

+0.30

IGHG vs. FLSP - Sharpe Ratio Comparison

The current IGHG Sharpe Ratio is 1.70, which is comparable to the FLSP Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of IGHG and FLSP, 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

IGHG vs. FLSP - Drawdown Comparison

The maximum IGHG drawdown since its inception was -25.16%, which is greater than FLSP's maximum drawdown of -22.75%. Use the drawdown chart below to compare losses from any high point for IGHG and FLSP.


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Drawdown Indicators


IGHGFLSPDifference

Max Drawdown

Largest peak-to-trough decline

-25.16%

-22.75%

-2.41%

Max Drawdown (1Y)

Largest decline over 1 year

-1.75%

-4.03%

+2.28%

Max Drawdown (3Y)

Largest decline over 3 years

-3.74%

-6.69%

+2.95%

Max Drawdown (5Y)

Largest decline over 5 years

-8.75%

-9.52%

+0.77%

Max Drawdown (10Y)

Largest decline over 10 years

-25.16%

Current Drawdown

Current decline from peak

-0.25%

-0.90%

+0.65%

Average Drawdown

Average peak-to-trough decline

-2.29%

-6.26%

+3.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.49%

1.39%

-0.90%

Volatility

IGHG vs. FLSP - Volatility Comparison

The current volatility for ProShares Investment Grade-Interest Rate Hedged (IGHG) is 0.63%, while Franklin Liberty Systematic Style Premia ETF (FLSP) has a volatility of 1.74%. This indicates that IGHG experiences smaller price fluctuations and is considered to be less risky than FLSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGHGFLSPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.63%

1.74%

-1.11%

Volatility (6M)

Calculated over the trailing 6-month period

2.48%

6.77%

-4.29%

Volatility (1Y)

Calculated over the trailing 1-year period

3.41%

9.08%

-5.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.02%

13.35%

-8.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.46%

13.48%

-6.02%

IGHG vs. FLSP - Expense Ratio Comparison

IGHG has a 0.30% expense ratio, which is lower than FLSP's 0.65% expense ratio.


Dividends

IGHG vs. FLSP - Dividend Comparison

IGHG's dividend yield for the trailing twelve months is around 5.12%, more than FLSP's 2.59% yield.


PositionTTM20252024202320222021202020192018201720162015
FLSP
Franklin Liberty Systematic Style Premia ETF
2.59%2.65%1.18%1.19%2.18%1.19%8.08%0.00%0.00%0.00%0.00%0.00%
IGHG
ProShares Investment Grade-Interest Rate Hedged
5.12%5.14%5.06%4.99%3.55%2.50%2.79%3.48%4.13%3.36%3.37%3.65%

Frequently Asked Questions


IGHG and FLSP have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FLSP has higher volatility (1.74%) compared to IGHG (0.63%). In terms of maximum drawdown, IGHG dropped -25.16% vs FLSP's -22.75%.

On 5-year performance, FLSP leads with 8.49% vs 5.18% for IGHG. On fees, IGHG is cheaper at 0.30% per year. On volatility, IGHG has been the lower-risk option at 0.63%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FLSP has performed better with a 8.49% return vs 5.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IGHG is cheaper with a 0.30% expense ratio, compared with 0.65% for FLSP.

IGHG has the higher dividend yield at 5.12%, compared with 2.59% for FLSP.

IGHG is categorized as Corporate Bonds, while FLSP is Long-Short. They also come from different issuers: ProShares and Franklin Templeton. Their fees differ too: 0.30% for IGHG and 0.65% for FLSP.

FLSP currently has the higher Sharpe Ratio (1.75 vs 1.70), 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.

Portfolio Optimizer

Find the right allocation for IGHG and FLSP

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