FLGV vs KF

Quick Verdict

KF delivered stronger 1-year returns. KF offers more diversification with 49 holdings.

Lower Fees: TiedHigher Returns: KFMore Diversified: KF

Side-by-Side Comparison

MetricFLGVKFWinner
Expense Ratio0.09%-
AUM$1.0B$285M
Dividend Yield4.11%1.57%
Holdings4752
YTD Return-0.85%+53.08%
1Y Return+1.12%+119.26%
3Y Return (annualized)+3.24%+40.32%
5Y Return (annualized)-0.57%+15.17%
Volatility (annualized)5.0%43.4%
Max Drawdown-18.4%-77.0%
Fund FamilyFranklin Templeton Investments (US)The Korea Fund, Inc. (KF)
CategoryFixed IncomeEquity
InceptionJun 9, 2020Aug 29, 1984

FLGV vs KF Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year FLGV returned +1.12% while KF returned +119.26%. Year to date, FLGV is down 0.85% versus a gain of 53.08% for KF.

Over three years, FLGV compounded at +3.24% per year against +40.32% for KF; over five years the annualized figures are -0.57% and +15.17% respectively. Across the full 6-year window we track, KF has the edge at +16.21% annualized vs -0.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KF has been the more volatile fund, with annualized monthly volatility of 43.4% 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 -77.0% for KF. 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.

Holdings Overlap

0.0%overlap

FLGV and KF share 0 holdings out of 90 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which performed better, FLGV or KF?

Over the past year FLGV returned +1.12% vs +119.26% for KF, so KF leads on 1-year performance. Over the longest common window we track (6 years), FLGV annualized -0.97% vs +16.21% for KF. Past performance does not guarantee future results.

Which is riskier, FLGV or KF?

KF has been the more volatile fund at 43.4% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs KF -77.0%.

Should I hold both FLGV and KF?

FLGV and KF 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 KF?

FLGV and KF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 90 unique securities.

Which pays a higher dividend, FLGV or KF?

FLGV yields 4.11% while KF yields 1.57%, so FLGV currently pays the higher dividend yield.

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