FLGV vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. SCHQ delivered stronger 1-year returns. SCHQ offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricFLGVSCHQ
Fund FamilyFranklin Templeton Investments (US)Charles Schwab Asset Management
Expense Ratio0.09%0.03%
AUM$1.0B$756M
Dividend Yield4.13%4.73%
Holdings Count4798
Inception Date2020-06-092019-10-10
Investment StyleIntermediate Term US Government BondLong Term Government Bond
1-Month Return+0.25%+1.03%
YTD Return+0.53%+0.99%
1-Year Return+2.80%+2.87%
3-Year Return+3.19%-0.50%
5-Year Return-0.18%-5.65%
10-Year Return--
Buy Score7166
Momentum Score2225
Value Score61-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
41
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FLGV or SCHQ?

FLGV has an expense ratio of 0.09% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do FLGV and SCHQ hold the same stocks?

FLGV and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 41 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FLGV or SCHQ?

Over the past year, FLGV returned +2.80% while SCHQ returned +2.87%. SCHQ outperformed over this period. Past performance does not guarantee future results.