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FTSD Franklin Liberty Short Dur US Govt ETF

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Fund FTSD Franklin Liberty Short Dur US Govt ETF VSGBX Vanguard Short-Term Federal Inv  
Similarity
?
100% 87%
Annual Fees
?
$30.60
(0.30% Exp. Ratio)
$20.40
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.00% annual return
$16,528.52 $17,033.17
Est. savings over 30 yrs +$504.65
Return
As of 11/30/16
1 YR RETURN 0.78%
3 YR 0.65%
5 YR --
10 YR --
1 YR RETURN 1.05%
3 YR 0.91%
5 YR 0.89%
10 YR 2.71%
Description
The investment seeks a high level of current income as is consistent with prudent investing, while seeking preservation of capital. Under normal market conditions, the fund invests at least 80% of its net assets in securities issued or guaranteed by the U.S. government, its agencies, or instrumentalities. It is an actively managed exchange-traded fund ("ETF") that does not seek to replicate the performance of a specified index. To pursue its investment goal, it may invest in certain interest rate-related derivative transactions, principally interest rate, bond, U.S. Treasury and fixed income index futures contracts.
The investment seeks current income while maintaining limited price volatility. The fund invests at least 80% of its assets in short-term bonds issued or guaranteed by the U.S. government and its agencies and instrumentalities, many of which are not backed by the full faith and credit of the U.S. government. It is expected to maintain a dollar-weighted average maturity of 1 to 4 years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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