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TBG vs FTF

Comparison between TBG DIVIDEND FOCUS ETF (TBG, ETF) and Franklin Ltd Duration Income Trust (FTF, ETF).

TBG vs FTF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TBG
$260M
FTF
$260M
Expense Ratio
TBG
0.45%
FTF
N/A
Max Drawdown
Winner
TBG
15.21%
FTF
63.23%
Sharpe Ratio
Winner
TBG
1.66
FTF
-0.21
5Y Beta
TBG
0.53
Winner
FTF
0.28
P/E Ratio
TBG
23.96
FTF
N/A
Forward P/E
TBG
17.77
FTF
N/A
PEG Ratio
TBG
1.18
FTF
N/A
5Y Dividends CAGR
TBG
N/A
FTF
-4.63%
5Y EPS CAGR
TBG
6.75%
FTF
N/A
P/S Ratio
TBG
2.27
FTF
N/A
P/B Ratio
TBG
3.64
FTF
N/A

TBG vs FTF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TBG
+4.14%
FTF
+0.55%
3M
Winner
TBG
+6.57%
FTF
+1.13%
6M
Winner
TBG
+9.38%
FTF
+0.41%
1Y
Winner
TBG
+21.09%
FTF
+1.24%
5Y(CAGR)
TBG
N/A
FTF
+1.85%
10Y(CAGR)
TBG
N/A
FTF
+3.66%
Max(CAGR)
Winner
TBG
+20.93%
FTF
+4.99%

TBG vs FTF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearTBGFTF
2026+19.13%+1.26%
2025+7.41%+4.80%
2024+19.45%+17.84%
2023+9.66%+12.41%
2022N/A-22.54%
2021N/A+8.60%
2020N/A+9.26%
2019N/A+17.39%
2018N/A-14.85%
2017N/A+9.32%
2016N/A+20.34%
2015N/A-5.63%
2014N/A+0.29%
2013N/A-6.21%
2012N/A+17.68%
2011N/A+8.07%
2010N/A+18.35%
2009N/A+52.93%
2008N/A-20.82%
2007N/A-7.48%
2006N/A+17.38%
2005N/A-8.66%
2004N/A+8.08%
2003N/A-1.02%

TBG vs FTF Drawdown Comparison

The maximum drawdown for TBG was -14.76%, occurring on Apr 8, 2025. Recovery took 121 trading sessions.

The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.

The current TBG drawdown is -0.15%. The current FTF drawdown is -0.96%.

RankTBGFTF
#1-14.76%
Feb 28, 2025 - Aug 22, 2025
-51.16%
May 31, 2007 - Sep 28, 2009
#2-6.67%
Nov 29, 2024 - Feb 19, 2025
-36.64%
Aug 28, 2018 - Dec 18, 2020
#3-6.13%
Feb 11, 2026 - May 20, 2026
-28.55%
Dec 28, 2021 - Sep 16, 2024
#4-4.57%
Mar 28, 2024 - May 15, 2024
-20.46%
Feb 19, 2013 - Oct 21, 2016
#5-3.93%
May 17, 2024 - Jul 15, 2024
-17.04%
Jul 8, 2011 - Mar 27, 2012
#6-3.87%
Jul 31, 2024 - Aug 15, 2024
-15.13%
Mar 7, 2005 - Sep 15, 2006
#7-3.51%
Sep 11, 2025 - Nov 26, 2025
-14.73%
Apr 29, 2010 - Sep 29, 2010
#8-3.12%
Oct 18, 2024 - Nov 6, 2024
-11.70%
Mar 17, 2004 - Sep 3, 2004
#9-2.50%
Jun 12, 2026 - Jul 2, 2026
-11.58%
Feb 19, 2025 - Jul 1, 2025
#10-2.22%
Aug 30, 2024 - Sep 13, 2024
-10.83%
Oct 1, 2012 - Jan 2, 2013
#11-1.66%
May 22, 2026 - Jun 11, 2026
-8.82%
May 24, 2012 - Jun 27, 2012
#12-1.59%
Nov 11, 2024 - Nov 21, 2024
-7.52%
Oct 26, 2010 - Feb 11, 2011
#13-1.53%
Aug 22, 2025 - Sep 11, 2025
-6.54%
Feb 10, 2026 - Jul 21, 2026
#14-1.49%
Jan 8, 2024 - Jan 23, 2024
-6.32%
Sep 29, 2009 - Dec 14, 2009
#15-1.41%
Jul 7, 2026 - Jul 16, 2026
-6.09%
Jan 26, 2018 - Aug 22, 2018

Correlation

Correlation between TBG and FTF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2003 - 2026)

TBG vs FTF dividend yield comparison.

YearTBGFTF
20261.20%8.57%
20252.80%12.00%
20242.33%11.13%
20230.48%11.41%
20220.00%12.62%
20210.00%10.26%
20200.00%9.50%
20190.00%10.73%
20180.00%12.37%
20170.00%10.86%
20160.00%6.56%
20150.00%6.94%
20140.00%7.05%
20130.00%6.90%
20120.00%6.35%
20110.00%7.73%
20100.00%7.84%
20090.00%7.95%
20080.00%11.27%
20070.00%8.71%
20060.00%7.83%
20050.00%9.04%
20040.00%8.11%
20030.00%2.03%

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