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FTSDFranklin Short Duration U.S. Government ETF

Stay safeGet income12y track recordRanked #35 of 340 in this goal

A high level of current income while seeking preservation of capital.

By Franklin Templeton Investments · Launched 2013

Annual Cost

0.25%

#1,230 of 5,562 · low cost

Fund Size

$288M

#1,974 of 5,562 · mid-size

Dividend YieldGoal

4.51%

Track Record

12 years

#1,145 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,406+4.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 43.7% of fundmoderately concentrated

Franklin Institutional US Government Money Market Fund
7.6%
US TREASURY N/B
6.5%
US TREASURY N/B
4.8%
US TREASURY N/B
3.7%
US TREASURY N/B
3.7%
US TREASURY N/B
3.7%
US TREASURY N/B
3.7%
US TREASURY N/B
3.7%
US TREASURY N/B
3.7%
Freddie Mac
2.5%

Asset allocation

Bonds
94.4%
Cash
5.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.4%Low

Year-on-year price swings

Max drawdown
-5.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.09Good downside protection

Bond profile

Duration

4.4 years

Avg maturity

10.0 years

Credit ratings

US Government
49.0%
AAA
1.8%
AA
92.9%
Other
5.4%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
A high level of current income while seeking preservation of capital.
Strategy
Invests primarily in U.S. government securities, targeting a portfolio duration of three years or less. Allocates 50-80% to mortgage securities issued or guaranteed by the U.S. government, including ARMs and CMOs. May also invest in direct obligations of the U.S. government and securities issued by government-sponsored entities. Uses interest rate-related derivatives to manage duration and hedge risks. All principal investments are debt securities, including bonds, notes, and debentures.
Inception date
November 4, 2013
Fund family
Franklin Templeton Investments

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Data updated on 2026-06-20