TMFG vs. TLT
Compare and contrast key facts about Motley Fool Global Opportunities ETF (TMFG) and iShares 20+ Year Treasury Bond ETF (TLT).
TMFG and TLT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TMFG is an actively managed fund by Motley Fool. It was launched on Jun 17, 2014. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMFG or TLT.
Correlation
The correlation between TMFG and TLT is 0.18, 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
TMFG vs. TLT - Performance Comparison
Key characteristics
TMFG:
1.76
TLT:
-0.29
TMFG:
2.46
TLT:
-0.31
TMFG:
1.31
TLT:
0.96
TMFG:
2.19
TLT:
-0.09
TMFG:
7.79
TLT:
-0.62
TMFG:
2.64%
TLT:
6.62%
TMFG:
11.70%
TLT:
14.07%
TMFG:
-33.66%
TLT:
-48.35%
TMFG:
-4.20%
TLT:
-42.80%
Returns By Period
In the year-to-date period, TMFG achieves a 1.66% return, which is significantly higher than TLT's -0.16% return.
TMFG
1.66%
0.95%
7.97%
18.86%
N/A
N/A
TLT
-0.16%
-2.21%
-4.23%
-3.22%
-6.43%
-1.84%
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TMFG vs. TLT - Expense Ratio Comparison
TMFG has a 0.85% expense ratio, which is higher than TLT's 0.15% expense ratio.
Risk-Adjusted Performance
TMFG vs. TLT — Risk-Adjusted Performance Rank
TMFG
TLT
TMFG vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Global Opportunities ETF (TMFG) and iShares 20+ Year Treasury Bond ETF (TLT). 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
TMFG vs. TLT - Dividend Comparison
TMFG's dividend yield for the trailing twelve months is around 13.71%, more than TLT's 4.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMFG Motley Fool Global Opportunities ETF | 13.71% | 13.94% | 5.42% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 4.31% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
TMFG vs. TLT - Drawdown Comparison
The maximum TMFG drawdown since its inception was -33.66%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for TMFG and TLT. For additional features, visit the drawdowns tool.
Volatility
TMFG vs. TLT - Volatility Comparison
Motley Fool Global Opportunities ETF (TMFG) has a higher volatility of 4.46% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 3.49%. This indicates that TMFG's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.