FLGV vs FQAL

FLGV vs FQAL
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Quick Verdict

FLGV has a lower expense ratio. FQAL delivered stronger 1-year returns. FQAL offers more diversification with 130 holdings.

Lower Fees: FLGVHigher Returns: FQALMore Diversified: FQAL

Side-by-Side Comparison

MetricFLGVFQALWinner
Expense Ratio0.09%0.15%
AUM$1.0B$1.4B
Dividend Yield4.23%1.15%
Holdings51130
YTD Return+0.07%+13.19%
1Y Return+1.73%+18.42%
3Y Return (annualized)+3.57%+20.31%
5Y Return (annualized)-0.48%+11.64%
Volatility (annualized)5.0%15.0%
Max Drawdown-18.4%-34.1%
Fund FamilyFranklin Templeton Investments (US)Fidelity Investments (US)
CategoryFixed IncomeEquity
InceptionJun 9, 2020Sep 12, 2016

FLGV vs FQAL Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and Fidelity Quality Factor ETF (FQAL) is a ETF from Fidelity Investments (US). Over the past year FLGV returned +1.73% while FQAL returned +18.42%. Year to date, FLGV is up 0.07% versus a gain of 13.19% for FQAL.

Over three years, FLGV compounded at +3.57% per year against +20.31% for FQAL; over five years the annualized figures are -0.48% and +11.64% respectively. Across the full 6-year window we track, FQAL has the edge at +13.80% annualized vs -0.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FQAL has been the more volatile fund, with annualized monthly volatility of 15.0% 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 -34.1% for FQAL. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLGV charges 0.09% per year while FQAL charges 0.15%. On a $10,000 position that is $9 vs $15 annually, a gap of $6 per year that compounds over a long holding period. On income, FLGV currently yields 4.23% against 1.15% for FQAL.

Holdings Overlap

0.0%overlap

FLGV and FQAL share 0 holdings out of 126 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 FQAL?

FLGV has an expense ratio of 0.09% while FQAL charges 0.15%. FLGV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, FLGV or FQAL?

Over the past year FLGV returned +1.73% vs +18.42% for FQAL, so FQAL leads on 1-year performance. Over the longest common window we track (6 years), FLGV annualized -0.81% vs +13.80% for FQAL. Past performance does not guarantee future results.

Which is riskier, FLGV or FQAL?

FQAL has been the more volatile fund at 15.0% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs FQAL -34.1%.

Should I hold both FLGV and FQAL?

FLGV and FQAL have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGV and FQAL?

FLGV and FQAL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 126 unique securities.

Which pays a higher dividend, FLGV or FQAL?

FLGV yields 4.23% while FQAL yields 1.15%, so FLGV currently pays the higher dividend yield.

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