FLCO vs IXG

Comparison between FRANKLIN INVESTMENT GRADE CORPORATE ETF (FLCO, ETF) and ISHARES GLOBAL FINANCIALS ETF (IXG, ETF).

5-Year PerformanceIXG has outperformed FLCO, delivering a return of +14.4% compared to -0.4%

FLCO vs IXG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLCO(ETF)	IXG(ETF)
Net Assets	$587M	$586M
Expense Ratio	0.35%	0.41%
Max Drawdown	28.31%	79.98%
Sharpe Ratio	-0.09	1.08
5Y Beta	0.11	0.79
P/E Ratio	N/A	18.00
Forward P/E	N/A	15.78
PEG Ratio	N/A	0.59
5Y Dividends CAGR	1.67%	20.46%
5Y EPS CAGR	N/A	10.40%
Debt to Equity	N/A	117.72%
P/S Ratio	N/A	3.11
P/B Ratio	N/A	2.38

Net Assets

Winner

FLCO

$587M

IXG

$586M

Expense Ratio

Winner

FLCO

0.35%

IXG

0.41%

Max Drawdown

Winner

FLCO

28.31%

IXG

79.98%

Sharpe Ratio

FLCO

-0.09

Winner

IXG

1.08

5Y Beta

Winner

FLCO

0.11

IXG

0.79

P/E Ratio

FLCO

N/A

IXG

18.00

Forward P/E

FLCO

N/A

IXG

15.78

PEG Ratio

FLCO

N/A

IXG

0.59

5Y Dividends CAGR

FLCO

1.67%

Winner

IXG

20.46%

5Y EPS CAGR

FLCO

N/A

IXG

10.40%

Debt to Equity

FLCO

N/A

IXG

117.72%

P/S Ratio

FLCO

N/A

IXG

3.11

P/B Ratio

FLCO

N/A

IXG

2.38

FLCO vs IXG - Historical Returns

Returns include dividend reinvestment.

Period	FLCO	IXG
1 month	-0.94%	+3.58%
3 months	-0.87%	+8.53%
6 months	-0.51%	+9.55%
1 year	+2.99%	+19.68%
5 years(CAGR)	-0.41%	+14.38%
10 years(CAGR)	+2.03%	+13.06%
Max(CAGR)	+2.03%	+6.34%

FLCO

-0.94%

Winner

IXG

+3.58%

FLCO

-0.87%

Winner

IXG

+8.53%

FLCO

-0.51%

Winner

IXG

+9.55%

FLCO

+2.99%

Winner

IXG

+19.68%

5Y(CAGR)

FLCO

-0.41%

Winner

IXG

+14.38%

10Y(CAGR)

FLCO

+2.03%

Winner

IXG

+13.06%

Max(CAGR)

FLCO

+2.03%

Winner

IXG

+6.34%

FLCO vs IXG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	FLCO	IXG
2026	-0.28%	+8.36%
2025	+7.49%	+29.11%
2024	+2.52%	+26.01%
2023	+7.30%	+14.46%
2022	-15.40%	-9.85%
2021	-1.80%	+26.24%
2020	+9.74%	-4.14%
2019	+14.70%	+24.34%
2018	-2.61%	-16.61%
2017	+6.33%	+22.14%
2016	-3.09%	+14.49%
2015	N/A	-3.56%
2014	N/A	+3.80%
2013	N/A	+23.48%
2012	N/A	+27.53%
2011	N/A	-21.35%
2010	N/A	+1.42%
2009	N/A	+30.94%
2008	N/A	-53.36%
2007	N/A	-8.55%
2006	N/A	+23.04%
2005	N/A	+11.86%
2004	N/A	+16.01%
2003	N/A	+34.91%
2002	N/A	-16.87%
2001	N/A	-0.05%

FLCO vs IXG Drawdown Comparison

The maximum drawdown for FLCO was -22.72%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.

The current FLCO drawdown is -3.17%. The current IXG drawdown is -1.31%.

Rank	FLCO	IXG
#1	-22.72% Dec 31, 2020 - Oct 20, 2022	-78.41% Jun 4, 2007 - Jan 4, 2018
#2	-18.62% Mar 6, 2020 - Jun 16, 2020	-43.47% Jan 26, 2018 - Feb 16, 2021
#3	-4.76% Dec 14, 2017 - Mar 8, 2019	-33.08% Apr 19, 2002 - Oct 6, 2003
#4	-4.15% Oct 5, 2016 - Jun 2, 2017	-27.16% Feb 9, 2022 - Feb 15, 2024
#5	-2.74% Aug 6, 2020 - Nov 30, 2020	-13.54% Feb 18, 2025 - May 8, 2025
#6	-2.41% Aug 28, 2019 - Oct 4, 2019	-13.48% May 9, 2006 - Oct 3, 2006
#7	-1.55% Oct 4, 2019 - Nov 26, 2019	-11.75% Feb 17, 2004 - Nov 3, 2004
#8	-1.05% Jun 30, 2017 - Jul 20, 2017	-11.33% Feb 9, 2026 - Jun 12, 2026
#9	-1.03% Jul 3, 2019 - Aug 1, 2019	-9.59% Jan 4, 2002 - Mar 8, 2002
#10	-0.96% Feb 28, 2020 - Mar 4, 2020	-9.00% Jun 4, 2021 - Oct 15, 2021
#11	-0.83% Oct 13, 2017 - Nov 30, 2017	-8.30% Feb 20, 2007 - Apr 17, 2007
#12	-0.66% Jun 22, 2020 - Jun 29, 2020	-8.02% Nov 3, 2021 - Jan 4, 2022
#13	-0.62% Dec 3, 2020 - Dec 28, 2020	-7.74% Mar 8, 2005 - Aug 3, 2005
#14	-0.56% Sep 8, 2017 - Sep 25, 2017	-7.33% Jul 31, 2024 - Aug 19, 2024
#15	-0.55% Jan 31, 2020 - Feb 10, 2020	-6.13% Jan 13, 2022 - Feb 9, 2022

Correlation

Correlation between FLCO and IXG is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2001 - 2026)

FLCO vs IXG dividend yield comparison.

Year	FLCO	IXG
2026	2.29%	1.36%
2025	4.60%	2.04%
2024	4.63%	2.64%
2023	3.83%	2.62%
2022	3.85%	3.71%
2021	2.85%	1.69%
2020	3.99%	2.13%
2019	3.39%	2.87%
2018	3.86%	3.14%
2017	3.33%	2.12%
2016	0.51%	2.21%
2015	0.00%	2.79%
2014	0.00%	2.38%
2013	0.00%	2.14%
2012	0.00%	2.48%
2011	0.00%	3.38%
2010	0.00%	2.11%
2009	0.00%	1.83%
2008	0.00%	5.73%
2007	0.00%	3.48%
2006	0.00%	1.34%
2005	0.00%	1.63%
2004	0.00%	1.34%
2003	0.00%	2.25%
2002	0.00%	1.33%
2001	0.00%	0.08%