Screener
FLRN vs SPHY
State Street SPDR Bloomberg Investment Grade Floating Rate ETF vs State Street SPDR Portfolio High Yield Bond ETF
Key differences
Both FLRN and SPHY are fixed income ETFs. FLRN charges 0.15% a year and SPHY 0.05%. The main difference: SPHY costs 0.10% less per year.
- SPHY costs 0.10% less per year.
- SPHY is much larger than FLRN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPHY has delivered higher annualized returns.
Side-by-side comparison
| FLRN | SPHY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.05% |
| Fund size (AUM) | $2.9B | $11.1B |
| Since | 2011 | 2012 |
| Dividend yield | 4.57% | 7.25% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.8% | +6.8% |
| CAGR 3Y | +5.6% | +8.9% |
| CAGR 5Y | +4.2% | +4.4% |
| Sharpe 3Y | 1.52 | 1.00 |
| Volatility 1Y | 0.68% | 3.69% |
| Max drawdown | -14.64% | -21.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.