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LGOV vs TLT

First Trust Long Duration Opportunities ETF vs iShares 20+ Year Treasury Bond ETF

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

TLT

iShares 20+ Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$42.9B

Key differences

Both LGOV and TLT are fixed income ETFs. LGOV charges 0.49% a year and TLT 0.15%. The main difference: TLT costs 0.34% less per year.

  • TLT costs 0.34% less per year.
  • TLT is much larger than LGOV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LGOV has delivered higher annualized returns.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGOVTLT
Annual cost (TER)0.49%0.15%
Fund size (AUM)$664M$42.9B
Since20192002
Dividend yield4.25%4.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+4.1%
CAGR 3Y+2.8%-1.3%
CAGR 5Y-1.7%-6.2%
Sharpe 3Y-0.04-0.28
Volatility 1Y7.02%9.68%
Max drawdown-30.85%-48.35%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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