FLGV vs GTOS

FLGV vs GTOS
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Quick Verdict

FLGV has a lower expense ratio. FLGV delivered stronger 1-year returns. GTOS offers more diversification with 703 holdings.

Lower Fees: FLGVHigher Returns: FLGVMore Diversified: GTOS

Side-by-Side Comparison

MetricFLGVGTOSWinner
Expense Ratio0.09%0.30%
AUM$1.0B$124M
Dividend Yield4.23%4.52%
Holdings51703
YTD Return-0.31%-0.75%
1Y Return+1.85%+1.23%
3Y Return (annualized)+3.66%+4.69%
5Y Return (annualized)-0.58%-
Volatility (annualized)5.0%1.9%
Max Drawdown-18.4%-1.8%
Fund FamilyFranklin Templeton Investments (US)Invesco (US)
CategoryFixed IncomeFixed Income
InceptionJun 9, 2020Dec 9, 2022

FLGV vs GTOS Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US). Over the past year FLGV returned +1.85% while GTOS returned +1.23%. Year to date, FLGV is down 0.31% versus a loss of 0.75% for GTOS.

Over three years, FLGV compounded at +3.66% per year against +4.69% for GTOS. Across the full 4-year window we track, GTOS has the edge at +4.29% annualized vs -0.88%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLGV has been the more volatile fund, with annualized monthly volatility of 5.0% compared with 1.9% for GTOS. 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 -1.8% for GTOS. 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLGV charges 0.09% per year while GTOS charges 0.30%. On a $10,000 position that is $9 vs $30 annually, a gap of $21 per year that compounds over a long holding period. On income, FLGV currently yields 4.23% against 4.52% for GTOS.

Holdings Overlap

0.0%overlap

FLGV and GTOS share 0 holdings out of 260 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 GTOS?

FLGV has an expense ratio of 0.09% while GTOS charges 0.30%. FLGV is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, FLGV or GTOS?

Over the past year FLGV returned +1.85% vs +1.23% for GTOS, so FLGV leads on 1-year performance. Over the longest common window we track (4 years), FLGV annualized -0.88% vs +4.29% for GTOS. Past performance does not guarantee future results.

Which is riskier, FLGV or GTOS?

FLGV has been the more volatile fund at 5.0% annualized versus 1.9% for GTOS. Worst drawdown: FLGV -18.4% vs GTOS -1.8%.

Should I hold both FLGV and GTOS?

FLGV and GTOS have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGV and GTOS?

FLGV and GTOS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 260 unique securities.

Which pays a higher dividend, FLGV or GTOS?

FLGV yields 4.23% while GTOS yields 4.52%, so GTOS currently pays the higher dividend yield.

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