Screener
ZTRE vs FLCO
F/M 3-Year Investment Grade Corporate Bond ETF vs Franklin Investment Grade Corporate ETF
Key differences
Both ZTRE and FLCO are fixed income ETFs. ZTRE charges 0.15% a year and FLCO 0.35%. The main difference: ZTRE follows a index tracking strategy; FLCO uses active selection.
- ZTRE follows a index tracking strategy; FLCO uses active selection.
- ZTRE covers North America; FLCO covers global markets.
- 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
| ZTRE | FLCO | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $40M | $581M |
| Since | 2024 | 2016 |
| Dividend yield | 4.61% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.3% | +5.2% |
| CAGR 3Y | N/A | +5.0% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.24 |
| Volatility 1Y | 1.87% | 4.40% |
| Max drawdown | -1.45% | -22.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.