IUS vs FLBL
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and FRANKLIN SENIOR LOAN ETF (FLBL, ETF).
5-Year PerformanceIUS has outperformed FLBL, delivering a return of +13.6% compared to +5.1%
IUS vs FLBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IUS vs FLBL - Historical Returns
Returns include dividend reinvestment.
IUS vs FLBL - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IUS | FLBL |
|---|---|---|
| 2026 | +14.78% | +0.42% |
| 2025 | +17.23% | +3.52% |
| 2024 | +16.56% | +8.34% |
| 2023 | +21.21% | +14.69% |
| 2022 | -8.85% | -2.69% |
| 2021 | +33.59% | +4.70% |
| 2020 | +14.43% | +2.04% |
| 2019 | +29.34% | +7.54% |
| 2018 | -12.48% | -1.63% |
IUS vs FLBL Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for FLBL was -19.52%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The current IUS drawdown is -0.73%. The current FLBL drawdown is -0.53%.
| Rank | IUS | FLBL |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -19.52% Jan 22, 2020 - Nov 10, 2020 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -6.81% Jan 14, 2022 - Jan 20, 2023 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -3.91% Feb 18, 2025 - May 9, 2025 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -3.77% Nov 15, 2018 - Feb 19, 2019 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -3.18% Jan 23, 2026 - May 12, 2026 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -2.35% Feb 7, 2023 - Apr 5, 2023 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -2.14% Feb 26, 2021 - Jun 21, 2021 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -1.65% Sep 17, 2025 - Jan 23, 2026 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -1.36% Apr 13, 2023 - Jun 12, 2023 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -1.04% Nov 16, 2021 - Dec 30, 2021 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -1.00% Sep 18, 2023 - Oct 19, 2023 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -0.86% Jul 30, 2024 - Aug 15, 2024 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -0.80% Jun 21, 2021 - Aug 27, 2021 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -0.78% Feb 24, 2021 - Feb 26, 2021 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -0.72% Mar 21, 2019 - Apr 10, 2019 |
Correlation
Correlation between IUS and FLBL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2018 - 2026)
IUS vs FLBL dividend yield comparison.
| Year | IUS | FLBL |
|---|---|---|
| 2026 | 0.33% | 3.08% |
| 2025 | 1.48% | 7.24% |
| 2024 | 1.52% | 8.05% |
| 2023 | 1.72% | 8.37% |
| 2022 | 1.78% | 5.53% |
| 2021 | 1.46% | 3.57% |
| 2020 | 1.74% | 3.22% |
| 2019 | 1.77% | 3.97% |
| 2018 | 0.73% | 2.21% |
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