FLGV vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. FLGV delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricFLGVSCHQ
Fund FamilyFranklin Templeton Investments (US)Charles Schwab Asset Management
Expense Ratio0.09%0.03%
AUM$1.0B$923M
Dividend Yield3.99%4.43%
Holdings Count4897
Inception Date2020-06-092019-10-10
Investment StyleIntermediate Term US Government BondLong Term Government Bond
1-Month Return+0.10%-0.06%
YTD Return+0.15%+0.09%
1-Year Return+5.85%+4.22%
3-Year Return+2.58%-1.99%
5-Year Return-0.76%-6.92%
10-Year Return--
Buy Score7161
Momentum Score2825
Value Score6773

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
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 0 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 +5.85% while SCHQ returned +4.22%. FLGV outperformed over this period. Past performance does not guarantee future results.