FLGV vs TLTP

FLGV vs TLTP
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Quick Verdict

FLGV has a lower expense ratio. FLGV delivered stronger 1-year returns. FLGV offers more diversification with 51 holdings.

Lower Fees: FLGVHigher Returns: FLGVMore Diversified: FLGV

Side-by-Side Comparison

MetricFLGVTLTPWinner
Expense Ratio0.09%0.39%
AUM$1.0B$25M
Dividend Yield4.23%15.05%
Holdings515
YTD Return-0.31%-8.91%
1Y Return+1.85%-6.89%
3Y Return (annualized)+3.66%-
5Y Return (annualized)-0.58%-
Volatility (annualized)5.0%8.7%
Max Drawdown-18.4%-13.3%
Fund FamilyFranklin Templeton Investments (US)Amplify ETFs
CategoryFixed IncomeAlternative
InceptionJun 9, 2020Oct 29, 2024

FLGV vs TLTP Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year FLGV returned +1.85% while TLTP returned -6.89%. Year to date, FLGV is down 0.31% versus a loss of 8.91% for TLTP.

Risk: Volatility and Drawdowns

TLTP has been the more volatile fund, with annualized monthly volatility of 8.7% 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 -13.3% for TLTP. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FLGV charges 0.09% per year while TLTP charges 0.39%. On a $10,000 position that is $9 vs $39 annually, a gap of $30 per year that compounds over a long holding period. On income, FLGV currently yields 4.23% against 15.05% for TLTP.

Holdings Overlap

0.0%overlap

FLGV and TLTP share 0 holdings out of 4 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 TLTP?

FLGV has an expense ratio of 0.09% while TLTP charges 0.39%. FLGV is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, FLGV or TLTP?

Over the past year FLGV returned +1.85% vs -6.89% for TLTP, so FLGV leads on 1-year performance. Over the longest common window we track (2 years), FLGV annualized -0.88% vs -5.03% for TLTP. Past performance does not guarantee future results.

Which is riskier, FLGV or TLTP?

TLTP has been the more volatile fund at 8.7% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs TLTP -13.3%.

Should I hold both FLGV and TLTP?

FLGV and TLTP have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FLGV and TLTP?

FLGV and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 4 unique securities.

Which pays a higher dividend, FLGV or TLTP?

FLGV yields 4.23% while TLTP yields 15.05%, so TLTP currently pays the higher dividend yield.

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