FLGV vs SBIO
Franklin US Treasury Bond ETF vs ALPS Medical Breakthroughs ETF
Quick Verdict
FLGV has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 105 holdings.
Side-by-Side Comparison
| Metric | FLGV | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.50% | |
| AUM | $1.0B | $202M | |
| Dividend Yield | 4.11% | 4.05% | |
| Holdings | 47 | 87 | |
| YTD Return | -0.43% | +33.41% | |
| 1Y Return | +1.25% | +92.28% | |
| 3Y Return (annualized) | +3.39% | +32.22% | |
| 5Y Return (annualized) | -0.56% | +9.70% | |
| Volatility (annualized) | 5.0% | 29.6% | |
| Max Drawdown | -18.4% | -63.1% | |
| Fund Family | Franklin Templeton Investments (US) | ALPS Advisors | |
| Category | Fixed Income | Equity | |
| Inception | Jun 9, 2020 | Dec 30, 2014 |
FLGV vs SBIO Performance
Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year FLGV returned +1.25% while SBIO returned +92.28%. Year to date, FLGV is down 0.43% versus a gain of 33.41% for SBIO.
Over three years, FLGV compounded at +3.39% per year against +32.22% for SBIO; over five years the annualized figures are -0.56% and +9.70% respectively. Across the full 6-year window we track, SBIO has the edge at +9.68% annualized vs -0.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SBIO has been the more volatile fund, with annualized monthly volatility of 29.6% 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 -63.1% for SBIO. 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 SBIO charges 0.50%. On a $10,000 position that is $9 vs $50 annually, a gap of $41 per year that compounds over a long holding period. On income, FLGV currently yields 4.11% against 4.05% for SBIO.
Holdings Overlap
FLGV and SBIO share 0 holdings out of 146 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 SBIO?
FLGV has an expense ratio of 0.09% while SBIO charges 0.50%. FLGV is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, FLGV or SBIO?
Over the past year FLGV returned +1.25% vs +92.28% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (6 years), FLGV annualized -0.90% vs +9.68% for SBIO. Past performance does not guarantee future results.
Which is riskier, FLGV or SBIO?
SBIO has been the more volatile fund at 29.6% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs SBIO -63.1%.
Should I hold both FLGV and SBIO?
FLGV and SBIO 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 SBIO?
FLGV and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 146 unique securities.
Which pays a higher dividend, FLGV or SBIO?
FLGV yields 4.11% while SBIO yields 4.05%, so FLGV currently pays the higher dividend yield.
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