FAAR vs FLGV

Quick Verdict

FLGV has a lower expense ratio. FAAR delivered stronger 1-year returns. FLGV offers more diversification with 41 holdings.

Lower Fees: FLGVHigher Returns: FAARMore Diversified: FLGV

Side-by-Side Comparison

MetricFAARFLGVWinner
Expense Ratio0.97%0.09%
AUM$191M$1.0B
Dividend Yield9.19%4.11%
Holdings647
YTD Return+15.76%-0.78%
1Y Return+20.43%+1.19%
3Y Return (annualized)+9.16%+3.28%
5Y Return (annualized)+7.39%-0.50%
Volatility (annualized)9.1%5.0%
Max Drawdown-18.8%-18.4%
Fund FamilyFirst Trust Portfolios (US)Franklin Templeton Investments (US)
CategoryCommodityFixed Income
InceptionMay 18, 2016Jun 9, 2020

FAAR vs FLGV Performance

First Trust Alternative Absolute Return Strategy ETF (FAAR) is a ETF from First Trust Portfolios (US) and Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US). Over the past year FAAR returned +20.43% while FLGV returned +1.19%. Year to date, FAAR is up 15.76% versus a loss of 0.78% for FLGV.

Over three years, FAAR compounded at +9.16% per year against +3.28% for FLGV; over five years the annualized figures are +7.39% and -0.50% respectively. Across the full 6-year window we track, FAAR has the edge at +3.48% annualized vs -0.96%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FAAR has been the more volatile fund, with annualized monthly volatility of 9.1% compared with 5.0% for FLGV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -18.8% for FAAR and -18.4% for FLGV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FAAR charges 0.97% per year while FLGV charges 0.09%. On a $10,000 position that is $97 vs $9 annually, a gap of $88 per year that compounds over a long holding period. On income, FAAR currently yields 9.19% against 4.11% for FLGV.

Holdings Overlap

0.0%overlap

FAAR and FLGV share 0 holdings out of 42 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FAAR or FLGV?

FAAR has an expense ratio of 0.97% while FLGV charges 0.09%. FLGV is the cheaper option. On a $10,000 investment, that is $88 per year of difference.

Which performed better, FAAR or FLGV?

Over the past year FAAR returned +20.43% vs +1.19% for FLGV, so FAAR leads on 1-year performance. Over the longest common window we track (6 years), FAAR annualized +3.48% vs -0.96% for FLGV. Past performance does not guarantee future results.

Which is riskier, FAAR or FLGV?

FAAR has been the more volatile fund at 9.1% annualized versus 5.0% for FLGV. Worst drawdown: FAAR -18.8% vs FLGV -18.4%.

Should I hold both FAAR and FLGV?

FAAR and FLGV have a monthly-return correlation of -0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FAAR and FLGV?

FAAR and FLGV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 42 unique securities.

Which pays a higher dividend, FAAR or FLGV?

FAAR yields 9.19% while FLGV yields 4.11%, so FAAR currently pays the higher dividend yield.

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