Screener
FLCO vs ZTRE
Franklin Investment Grade Corporate ETF vs F/M 3-Year Investment Grade Corporate Bond ETF
Key differences
Both FLCO and ZTRE are fixed income ETFs. FLCO charges 0.35% a year and ZTRE 0.15%. The main difference: FLCO follows a active selection strategy; ZTRE uses index tracking.
- FLCO follows a active selection strategy; ZTRE uses index tracking.
- FLCO covers global markets; ZTRE covers North America.
- ZTRE costs 0.20% less per year.
- FLCO is much larger than ZTRE. Larger funds are usually more liquid and less likely to close.
- FLCO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FLCO | ZTRE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.15% |
| Fund size (AUM) | $581M | $40M |
| Since | 2016 | 2024 |
| Dividend yield | 4.63% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.8% | +3.9% |
| CAGR 3Y | +4.7% | N/A |
| CAGR 5Y | +0.1% | N/A |
| Sharpe 3Y | 0.20 | N/A |
| Volatility 1Y | 4.41% | 1.88% |
| Max drawdown | -22.71% | -1.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.