FLGV vs IGBH

FLGV vs IGBH
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Quick Verdict

FLGV has a lower expense ratio. IGBH delivered stronger 1-year returns. IGBH offers more diversification with 4,130 holdings.

Lower Fees: FLGVHigher Returns: IGBHMore Diversified: IGBH

Side-by-Side Comparison

MetricFLGVIGBHWinner
Expense Ratio0.09%0.14%
AUM$1.0B$233M
Dividend Yield4.23%5.62%
Holdings514,130
YTD Return-0.13%+2.05%
1Y Return+1.80%+5.62%
3Y Return (annualized)+3.75%+7.69%
5Y Return (annualized)-0.54%+5.43%
Volatility (annualized)5.0%7.5%
Max Drawdown-18.4%-38.9%
Fund FamilyFranklin Templeton Investments (US)iShares by BlackRock (US)
CategoryFixed IncomeFixed Income
InceptionJun 9, 2020Jul 22, 2015

FLGV vs IGBH Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US). Over the past year FLGV returned +1.80% while IGBH returned +5.62%. Year to date, FLGV is down 0.13% versus a gain of 2.05% for IGBH.

Over three years, FLGV compounded at +3.75% per year against +7.69% for IGBH; over five years the annualized figures are -0.54% and +5.43% respectively. Across the full 6-year window we track, IGBH has the edge at +2.90% annualized vs -0.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IGBH has been the more volatile fund, with annualized monthly volatility of 7.5% 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 -38.9% for IGBH. 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLGV charges 0.09% per year while IGBH charges 0.14%. On a $10,000 position that is $9 vs $14 annually, a gap of $5 per year that compounds over a long holding period. On income, FLGV currently yields 4.23% against 5.62% for IGBH.

Holdings Overlap

0.0%overlap

FLGV and IGBH share 0 holdings out of 77 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 IGBH?

FLGV has an expense ratio of 0.09% while IGBH charges 0.14%. FLGV is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, FLGV or IGBH?

Over the past year FLGV returned +1.80% vs +5.62% for IGBH, so IGBH leads on 1-year performance. Over the longest common window we track (6 years), FLGV annualized -0.85% vs +2.90% for IGBH. Past performance does not guarantee future results.

Which is riskier, FLGV or IGBH?

IGBH has been the more volatile fund at 7.5% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs IGBH -38.9%.

Should I hold both FLGV and IGBH?

FLGV and IGBH have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGV and IGBH?

FLGV and IGBH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 77 unique securities.

Which pays a higher dividend, FLGV or IGBH?

FLGV yields 4.23% while IGBH yields 5.62%, so IGBH currently pays the higher dividend yield.

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