FLGV vs SPGM

FLGV vs SPGM
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Quick Verdict

SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2,985 holdings.

Lower Fees: TiedHigher Returns: SPGMMore Diversified: SPGM

Side-by-Side Comparison

MetricFLGVSPGMWinner
Expense Ratio0.09%0.09%
AUM$1.0B$1.8B
Dividend Yield4.23%1.81%
Holdings512,985
YTD Return-0.13%+13.82%
1Y Return+1.80%+24.44%
3Y Return (annualized)+3.75%+21.66%
5Y Return (annualized)-0.54%+11.73%
Volatility (annualized)5.0%13.6%
Max Drawdown-18.4%-34.0%
Fund FamilyFranklin Templeton Investments (US)SPDR State Street Global Advisors
CategoryFixed IncomeEquity
InceptionJun 9, 2020Feb 27, 2012

FLGV vs SPGM Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors. Over the past year FLGV returned +1.80% while SPGM returned +24.44%. Year to date, FLGV is down 0.13% versus a gain of 13.82% for SPGM.

Over three years, FLGV compounded at +3.75% per year against +21.66% for SPGM; over five years the annualized figures are -0.54% and +11.73% respectively. Across the full 6-year window we track, SPGM has the edge at +9.83% annualized vs -0.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPGM has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -34.0% for SPGM. 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLGV charges 0.09% per year while SPGM charges 0.09%. On a $10,000 position that is $9 vs $9 annually. On income, FLGV currently yields 4.23% against 1.81% for SPGM.

Holdings Overlap

0.0%overlap

FLGV and SPGM share 0 holdings out of 2847 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 SPGM?

FLGV has an expense ratio of 0.09% while SPGM charges 0.09%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, FLGV or SPGM?

Over the past year FLGV returned +1.80% vs +24.44% for SPGM, so SPGM leads on 1-year performance. Over the longest common window we track (6 years), FLGV annualized -0.85% vs +9.83% for SPGM. Past performance does not guarantee future results.

Which is riskier, FLGV or SPGM?

SPGM has been the more volatile fund at 13.6% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs SPGM -34.0%.

Should I hold both FLGV and SPGM?

FLGV and SPGM have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGV and SPGM?

FLGV and SPGM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2847 unique securities.

Which pays a higher dividend, FLGV or SPGM?

FLGV yields 4.23% while SPGM yields 1.81%, so FLGV currently pays the higher dividend yield.

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