Screener
FLRN vs BWZ
State Street SPDR Bloomberg Investment Grade Floating Rate ETF vs State Street SPDR Bloomberg Short Term International Treasury Bond ETF
Key differences
Both FLRN and BWZ are fixed income ETFs. FLRN charges 0.15% a year and BWZ 0.35%. The main difference: FLRN covers North America; BWZ covers global markets excluding the US.
- FLRN covers North America; BWZ covers global markets excluding the US.
- FLRN costs 0.20% less per year.
- FLRN is much larger than BWZ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FLRN has delivered higher annualized returns.
Side-by-side comparison
| FLRN | BWZ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $2.9B | $312M |
| Since | 2011 | 2009 |
| Dividend yield | 4.57% | 2.05% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.8% | -0.8% |
| CAGR 3Y | +5.6% | +2.4% |
| CAGR 5Y | +4.2% | -2.0% |
| Sharpe 3Y | 1.52 | -0.13 |
| Volatility 1Y | 0.68% | 6.82% |
| Max drawdown | -14.64% | -24.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.