FTSD vs BWZ

Comparison between FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF (FTSD, ETF) and SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF).

5-Year PerformanceFTSD has outperformed BWZ, delivering a return of +2.6% compared to -1.7%

FTSD vs BWZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSD(ETF)	BWZ(ETF)
Net Assets	$294M	$294M
Expense Ratio	0.25%	0.35%
Max Drawdown	11.76%	38.33%
Sharpe Ratio	0.11	-0.73
5Y Beta	-0.02	0.00
5Y Dividends CAGR	29.80%	128.38%

Net Assets

FTSD

$294M

Winner

BWZ

$294M

Expense Ratio

Winner

FTSD

0.25%

BWZ

0.35%

Max Drawdown

Winner

FTSD

11.76%

BWZ

38.33%

Sharpe Ratio

Winner

FTSD

0.11

BWZ

-0.73

5Y Beta

Winner

FTSD

-0.02

BWZ

0.00

5Y Dividends CAGR

FTSD

29.80%

Winner

BWZ

128.38%

FTSD vs BWZ - Historical Returns

Returns include dividend reinvestment.

Period	FTSD	BWZ
1 month	+0.21%	-0.04%
3 months	+0.53%	-1.61%
6 months	+1.08%	-1.54%
1 year	+3.98%	-1.89%
5 years(CAGR)	+2.59%	-1.68%
10 years(CAGR)	+2.08%	-0.49%
Max(CAGR)	+1.80%	-0.26%

Winner

FTSD

+0.21%

BWZ

-0.04%

Winner

FTSD

+0.53%

BWZ

-1.61%

Winner

FTSD

+1.08%

BWZ

-1.54%

Winner

FTSD

+3.98%

BWZ

-1.89%

5Y(CAGR)

Winner

FTSD

+2.59%

BWZ

-1.68%

10Y(CAGR)

Winner

FTSD

+2.08%

BWZ

-0.49%

Max(CAGR)

Winner

FTSD

+1.80%

BWZ

-0.26%

FTSD vs BWZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	FTSD	BWZ
2026	+1.19%	-1.26%
2025	+5.70%	+10.88%
2024	+5.20%	-4.53%
2023	+4.83%	+3.85%
2022	-3.10%	-10.17%
2021	-0.87%	-6.90%
2020	+3.00%	+6.74%
2019	+2.64%	+1.29%
2018	+1.64%	-3.82%
2017	+0.92%	+10.82%
2016	+0.90%	-1.22%
2015	+0.68%	-6.54%
2014	+0.77%	-9.36%
2013	+0.38%	-2.29%
2012	N/A	+2.23%
2011	N/A	-0.77%
2010	N/A	+0.98%
2009	N/A	+12.97%

FTSD vs BWZ Drawdown Comparison

The maximum drawdown for FTSD was -5.32%, occurring on Oct 20, 2022. Recovery took 718 trading sessions.

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current FTSD drawdown is -0.10%. The current BWZ drawdown is -23.22%.

Rank	FTSD	BWZ
#1	-5.32% Feb 5, 2021 - Dec 13, 2023	-34.22% Aug 29, 2011 - Sep 27, 2022
#2	-0.96% Mar 6, 2020 - Apr 9, 2020	-13.70% Dec 1, 2009 - Nov 4, 2010
#3	-0.93% Apr 8, 2025 - Jun 4, 2025	-6.59% Nov 4, 2010 - Jan 26, 2011
#4	-0.87% Oct 3, 2016 - Jan 23, 2017	-5.56% Feb 9, 2009 - Mar 18, 2009
#5	-0.86% Jun 21, 2016 - Sep 30, 2016	-5.06% Jan 26, 2011 - Apr 26, 2011
#6	-0.76% Aug 3, 2015 - Jan 29, 2016	-3.58% May 2, 2011 - Jul 29, 2011
#7	-0.60% May 29, 2018 - Aug 10, 2018	-3.43% Jun 2, 2009 - Jul 20, 2009
#8	-0.57% Jan 29, 2016 - May 13, 2016	-2.51% Mar 19, 2009 - May 4, 2009
#9	-0.56% Jan 23, 2015 - Apr 30, 2015	-2.22% Oct 14, 2009 - Nov 11, 2009
#10	-0.51% Dec 27, 2017 - May 23, 2018	-2.20% Jul 29, 2011 - Aug 29, 2011
#11	-0.50% Dec 31, 2018 - Feb 20, 2019	-2.14% Sep 18, 2009 - Oct 14, 2009
#12	-0.49% Feb 24, 2017 - Apr 18, 2017	-1.88% Aug 4, 2009 - Aug 25, 2009
#13	-0.46% Jul 30, 2020 - Dec 29, 2020	-1.52% Feb 3, 2009 - Feb 9, 2009
#14	-0.45% Mar 6, 2026 - Apr 6, 2026	-1.10% May 22, 2009 - Jun 1, 2009
#15	-0.43% Apr 4, 2024 - May 2, 2024	-1.05% Nov 11, 2009 - Nov 25, 2009

Correlation

Correlation between FTSD and BWZ is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101

Dividend Comparison (2009 - 2026)

FTSD vs BWZ dividend yield comparison.

Year	FTSD	BWZ
2026	2.10%	1.06%
2025	4.67%	2.05%
2024	4.75%	2.47%
2023	4.14%	1.63%
2022	1.73%	0.44%
2021	1.01%	0.60%
2020	1.54%	0.13%
2019	2.90%	0.43%
2018	2.63%	1.10%
2017	2.24%	0.40%
2016	1.92%	0.13%
2015	1.52%	0.06%
2014	1.91%	0.19%
2013	0.27%	0.09%
2012	0.00%	0.01%
2011	0.00%	3.53%
2010	0.00%	0.19%
2009	0.00%	1.61%