FLBL vs. UBT - ETF Comparison
FLBL - Franklin Senior Loan ETF Franklin Liberty Senior Loan Fund
The Franklin Liberty Senior Loan ETF (FLBL) is an actively managed fund that invests in senior loans, offering high yields to investors willing to take on significant risks. The fund focuses on leveraged loans, bank loans, and floating-rate loans, often extended to below investment-grade credit rated borrowers, including companies involved in bankruptcy proceedings and restructuring.
UBT - ProShares Ultra 20+ Year Treasury
The ProShares Ultra 20+ Year Treasury ETF provides 2x leveraged exposure to the U.S. 20+ Year Treasury Index, offering a powerful tool for sophisticated investors with a bullish short-term outlook for U.S. long-term treasuries.
| FLBL | UBT | |
|---|---|---|
| Fund Name | Franklin Senior Loan ETF Franklin Liberty Senior Loan Fund | ProShares Ultra 20+ Year Treasury |
| Fund Provider | Franklin Templeton | Proshare Advisors LLC |
| Index | Active (No Index) | U.S. Treasury 20+ Year Index (-200%) |
| Asset Class | Bonds | Bonds |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.45% | 0.95% |
| Inception Date | 2018-05-30 | 2010-01-19 |
| Number Of Holdings | 244 | 2 |
| Currency | USD | USD |
| Region | United States | United States |
| Sector | Financials | Financials |
| Sector Detail | Banks | Government Bonds |
| Bond Type | Specialized Bonds | Government Bonds |
| Leveraged | Leveraged | Leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.