FLQM vs SPGM
Comparison between FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF (FLQM, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed FLQM, delivering a return of +10.9% compared to +6.9%
FLQM vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FLQM
$1.60B
SPGM
$1.60B
Expense Ratio
FLQM
0.30%
Winner
SPGM
0.09%
Max Drawdown
FLQM
37.41%
Winner
SPGM
33.97%
Sharpe Ratio
FLQM
0.37
Winner
SPGM
1.66
5Y Beta
Winner
FLQM
0.74
SPGM
0.90
P/E Ratio
Winner
FLQM
19.10
SPGM
27.64
Forward P/E
Winner
FLQM
14.82
SPGM
20.31
PEG Ratio
FLQM
0.13
SPGM
N/A
5Y Dividends CAGR
Winner
FLQM
18.54%
SPGM
13.19%
5Y EPS CAGR
FLQM
14.01%
Winner
SPGM
23.98%
Debt to Equity
FLQM
4.66%
SPGM
N/A
P/S Ratio
FLQM
1.44
Winner
SPGM
0.31
P/B Ratio
Winner
FLQM
3.37
SPGM
4.80
FLQM vs SPGM - Holdings Comparison
FLQM and SPGM have 49 common holdings. Overlap is 2.37%
FLQM's top 25 holdings weight is 28.81%. SPGM's top 25 holdings weight is 29.28%.
| Rank | FLQM | SPGM |
|---|---|---|
| #1 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.80% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | n/a (ODFL) - 1.47% | APPLE INC (AAPL) - 3.64% |
| #3 | EBAY INC (EBAY) - 1.40% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | CUMMINS INC (CMI) - 1.34% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | W.W. GRAINGER INC (GWW) - 1.32% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | TAPESTRY INC (TPR) - 1.29% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | NETAPP INC (NTAP) - 1.25% | BROADCOM INC (AVGO) - 1.40% |
| #8 | DELTA AIR LINES INC (DAL) - 1.24% | n/a (TSM) - 1.38% |
| #9 | GARMIN LTD (GRMN) - 1.22% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | CHENIERE ENERGY INC (LNG) - 1.13% | TESLA INC (TSLA) - 1.06% |
| #11 | FASTENAL CO (FAST) - 1.10% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | MSCI INC (MSCI) - 1.05% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | WILLIAMS-SONOMA INC (WSM) - 1.05% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.04% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | CASEY'S GENERAL STORES INC (CASY) - 1.02% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | UNITED THERAPEUTICS CORP (UTHR) - 1.02% | VISA INC CLASS A (V) - 0.58% |
| #17 | THE HERSHEY CO (HSY) - 1.02% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | ARCH CAPITAL GROUP LTD (ACGL) - 1.02% | CHEVRON CORP (CVX) - 0.53% |
| #19 | VERISIGN INC (VRSN) - 1.02% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | YUM BRANDS INC (YUM) - 1.01% | WALMART INC (WMT) - 0.51% |
| #21 | DEVON ENERGY CORP (DVN) - 1.01% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | CINCINNATI FINANCIAL CORP (CINF) - 1.00% | CHUBB LTD (CB) - 0.50% |
| #23 | ALLSTATE CORP (ALL) - 1.00% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | ELECTRONIC ARTS INC (EA) - 1.00% | NESTLE SA (n/a) - 0.50% |
| #25 | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.99% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 203 | 2333 |
FLQM vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
FLQM
+1.18%
Winner
SPGM
+1.35%
3M
FLQM
-0.64%
Winner
SPGM
+7.82%
6M
FLQM
+1.13%
Winner
SPGM
+10.30%
1Y
FLQM
+7.97%
Winner
SPGM
+28.47%
5Y(CAGR)
FLQM
+6.88%
Winner
SPGM
+10.91%
10Y(CAGR)
FLQM
+10.72%
Winner
SPGM
+12.62%
Max(CAGR)
FLQM
+10.72%
Winner
SPGM
+11.24%
FLQM vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FLQM | SPGM |
|---|---|---|
| 2026 | +1.29% | +9.17% |
| 2025 | +5.53% | +23.70% |
| 2024 | +14.77% | +17.65% |
| 2023 | +17.70% | +21.33% |
| 2022 | -12.00% | -17.95% |
| 2021 | +30.56% | +20.77% |
| 2020 | +15.29% | +14.24% |
| 2019 | +28.84% | +26.23% |
| 2018 | -4.18% | -10.47% |
| 2017 | +10.32% | +22.11% |
| 2016 | N/A | +10.39% |
| 2015 | N/A | -2.10% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +20.65% |
| 2012 | N/A | +1.33% |
FLQM vs SPGM Drawdown Comparison
The maximum drawdown for FLQM was -37.25%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current FLQM drawdown is -2.32%. The current SPGM drawdown is -3.37%.
| Rank | FLQM | SPGM |
|---|---|---|
| #1 | -37.25% Feb 19, 2020 - Sep 2, 2020 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -22.51% Dec 31, 2021 - Dec 14, 2023 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -19.70% Nov 25, 2024 - Jan 6, 2026 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -17.73% Sep 25, 2018 - Mar 29, 2019 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -7.76% Sep 2, 2020 - Oct 9, 2020 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -7.56% Feb 6, 2026 - Mar 27, 2026 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -7.14% Jan 25, 2018 - Jun 13, 2018 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -6.80% Jul 24, 2019 - Oct 28, 2019 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -6.72% Mar 28, 2024 - Jul 16, 2024 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -6.62% May 3, 2019 - Jul 3, 2019 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -6.23% Sep 2, 2021 - Nov 3, 2021 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -5.85% Nov 16, 2021 - Dec 27, 2021 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -5.38% Oct 12, 2020 - Nov 5, 2020 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -5.37% Jul 31, 2024 - Aug 21, 2024 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -4.51% Feb 12, 2021 - Mar 11, 2021 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between FLQM and SPGM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2012 - 2026)
FLQM vs SPGM dividend yield comparison.
| Year | FLQM | SPGM |
|---|---|---|
| 2026 | 0.22% | 0.80% |
| 2025 | 1.49% | 1.89% |
| 2024 | 1.28% | 1.98% |
| 2023 | 1.27% | 2.09% |
| 2022 | 1.33% | 2.37% |
| 2021 | 1.05% | 1.94% |
| 2020 | 1.10% | 1.45% |
| 2019 | 1.37% | 2.46% |
| 2018 | 1.42% | 1.89% |
| 2017 | 1.15% | 2.29% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 3.70% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.75% |
| 2012 | 0.00% | 2.26% |
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