FLGV vs FNGG

FLGV vs FNGG
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Quick Verdict

FLGV has a lower expense ratio. FNGG delivered stronger 1-year returns. FLGV offers more diversification with 51 holdings.

Lower Fees: FLGVHigher Returns: FNGGMore Diversified: FLGV

Side-by-Side Comparison

MetricFLGVFNGGWinner
Expense Ratio0.09%0.97%
AUM$1.0B$143M
Dividend Yield4.23%10.70%
Holdings5118
YTD Return+0.07%+33.72%
1Y Return+1.73%+33.40%
3Y Return (annualized)+3.57%+61.59%
5Y Return (annualized)-0.48%+4.44%
Volatility (annualized)5.0%58.5%
Max Drawdown-18.4%-91.3%
Fund FamilyFranklin Templeton Investments (US)Direxion Shares ETF Trust
CategoryFixed IncomeAlternative
InceptionJun 9, 2020Sep 29, 2021

FLGV vs FNGG Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and Direxion Daily NYSE FANG+ Bull 2X ETF (FNGG) is a ETF from Direxion Shares ETF Trust. Over the past year FLGV returned +1.73% while FNGG returned +33.40%. Year to date, FLGV is up 0.07% versus a gain of 33.72% for FNGG.

Over three years, FLGV compounded at +3.57% per year against +61.59% for FNGG; over five years the annualized figures are -0.48% and +4.44% respectively. Across the full 5-year window we track, FNGG has the edge at +4.44% annualized vs -0.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNGG has been the more volatile fund, with annualized monthly volatility of 58.5% 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 -18.4% for FLGV and -91.3% for FNGG. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLGV charges 0.09% per year while FNGG charges 0.97%. On a $10,000 position that is $9 vs $97 annually, a gap of $88 per year that compounds over a long holding period. On income, FLGV currently yields 4.23% against 10.70% for FNGG.

Holdings Overlap

0.0%overlap

FLGV and FNGG share 0 holdings out of 14 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, FLGV or FNGG?

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

Which performed better, FLGV or FNGG?

Over the past year FLGV returned +1.73% vs +33.40% for FNGG, so FNGG leads on 1-year performance. Over the longest common window we track (5 years), FLGV annualized -0.81% vs +4.44% for FNGG. Past performance does not guarantee future results.

Which is riskier, FLGV or FNGG?

FNGG has been the more volatile fund at 58.5% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs FNGG -91.3%.

Should I hold both FLGV and FNGG?

FLGV and FNGG have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGV and FNGG?

FLGV and FNGG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 14 unique securities.

Which pays a higher dividend, FLGV or FNGG?

FLGV yields 4.23% while FNGG yields 10.70%, so FNGG currently pays the higher dividend yield.

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