FLGV vs FTGS

Quick Verdict

FLGV has a lower expense ratio. FTGS delivered stronger 1-year returns. FTGS offers more diversification with 50 holdings.

Lower Fees: FLGVHigher Returns: FTGSMore Diversified: FTGS

Side-by-Side Comparison

MetricFLGVFTGSWinner
Expense Ratio0.09%0.60%
AUM$1.0B$1.3B
Dividend Yield4.11%0.09%
Holdings4751
YTD Return-0.55%+12.49%
1Y Return+1.27%+14.75%
3Y Return (annualized)+3.06%+18.25%
5Y Return (annualized)-0.55%-
Volatility (annualized)5.0%14.6%
Max Drawdown-18.4%-20.0%
Fund FamilyFranklin Templeton Investments (US)First Trust Portfolios (US)
CategoryFixed IncomeEquity
InceptionJun 9, 2020Oct 25, 2022

FLGV vs FTGS Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and First Trust Growth Strength ETF (FTGS) is a ETF from First Trust Portfolios (US). Over the past year FLGV returned +1.27% while FTGS returned +14.75%. Year to date, FLGV is down 0.55% versus a gain of 12.49% for FTGS.

Over three years, FLGV compounded at +3.06% per year against +18.25% for FTGS. Across the full 4-year window we track, FTGS has the edge at +19.84% annualized vs -0.92%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTGS has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -20.0% for FTGS. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLGV charges 0.09% per year while FTGS charges 0.60%. On a $10,000 position that is $9 vs $60 annually, a gap of $51 per year that compounds over a long holding period. On income, FLGV currently yields 4.11% against 0.09% for FTGS.

Holdings Overlap

0.0%overlap

FLGV and FTGS share 0 holdings out of 91 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 FTGS?

FLGV has an expense ratio of 0.09% while FTGS charges 0.60%. FLGV is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, FLGV or FTGS?

Over the past year FLGV returned +1.27% vs +14.75% for FTGS, so FTGS leads on 1-year performance. Over the longest common window we track (4 years), FLGV annualized -0.92% vs +19.84% for FTGS. Past performance does not guarantee future results.

Which is riskier, FLGV or FTGS?

FTGS has been the more volatile fund at 14.6% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs FTGS -20.0%.

Should I hold both FLGV and FTGS?

FLGV and FTGS have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGV and FTGS?

FLGV and FTGS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 91 unique securities.

Which pays a higher dividend, FLGV or FTGS?

FLGV yields 4.11% while FTGS yields 0.09%, so FLGV currently pays the higher dividend yield.

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