FLGV vs TYO

Quick Verdict

FLGV has a lower expense ratio. TYO delivered stronger 1-year returns. FLGV offers more diversification with 47 holdings.

Lower Fees: FLGVHigher Returns: TYOMore Diversified: FLGV

Side-by-Side Comparison

MetricFLGVTYOWinner
Expense Ratio0.09%1.00%
AUM$1.0B$12M
Dividend Yield4.11%2.62%
Holdings476
YTD Return-0.43%+10.49%
1Y Return+1.25%+10.96%
3Y Return (annualized)+3.39%+4.52%
5Y Return (annualized)-0.56%+14.85%
Volatility (annualized)5.0%19.3%
Max Drawdown-18.4%-90.4%
Fund FamilyFranklin Templeton Investments (US)Direxion Shares ETF Trust
CategoryFixed IncomeAlternative
InceptionJun 9, 2020Apr 16, 2009

FLGV vs TYO Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year FLGV returned +1.25% while TYO returned +10.96%. Year to date, FLGV is down 0.43% versus a gain of 10.49% for TYO.

Over three years, FLGV compounded at +3.39% per year against +4.52% for TYO; over five years the annualized figures are -0.56% and +14.85% respectively. Across the full 6-year window we track, FLGV has the edge at -0.90% annualized vs -7.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYO has been the more volatile fund, with annualized monthly volatility of 19.3% 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 -90.4% for TYO. 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 -0.97. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLGV charges 0.09% per year while TYO charges 1.00%. On a $10,000 position that is $9 vs $100 annually, a gap of $91 per year that compounds over a long holding period. On income, FLGV currently yields 4.11% against 2.62% for TYO.

Holdings Overlap

0.0%overlap

FLGV and TYO share 0 holdings out of 44 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 TYO?

FLGV has an expense ratio of 0.09% while TYO charges 1.00%. FLGV is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, FLGV or TYO?

Over the past year FLGV returned +1.25% vs +10.96% for TYO, so TYO leads on 1-year performance. Over the longest common window we track (6 years), FLGV annualized -0.90% vs -7.27% for TYO. Past performance does not guarantee future results.

Which is riskier, FLGV or TYO?

TYO has been the more volatile fund at 19.3% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs TYO -90.4%.

Should I hold both FLGV and TYO?

FLGV and TYO have a monthly-return correlation of -0.97, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGV and TYO?

FLGV and TYO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 44 unique securities.

Which pays a higher dividend, FLGV or TYO?

FLGV yields 4.11% while TYO yields 2.62%, so FLGV currently pays the higher dividend yield.

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