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500P.L vs. FRXE.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

500P.L vs. FRXE.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) and Franklin Euro Short Maturity UCITS ETF (FRXE.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, 500P.L achieves a 7.78% return, which is significantly higher than FRXE.L's -1.41% return.


500P.L

1D
0.00%
1M
-0.09%
6M
8.30%
YTD
7.78%
1Y
18.14%
3Y*
18.29%
5Y*
12.86%
10Y*

FRXE.L

1D
0.18%
1M
-1.09%
6M
-0.71%
YTD
-1.41%
1Y
0.23%
3Y*
3.05%
5Y*
2.23%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

500P.L vs. FRXE.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
500P.L
Franklin S&P 500 Paris Aligned Climate UCITS ETF
7.78%7.74%28.94%23.30%-12.86%34.04%11.40%
FRXE.L
Franklin Euro Short Maturity UCITS ETF
-1.41%7.71%-0.48%1.28%5.69%-6.36%0.04%

Correlation

The correlation between 500P.L and FRXE.L is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2020

0.08

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Return for Risk

500P.L vs. FRXE.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

500P.L
500P.L Risk / Return Rank: 5050
Overall Rank
500P.L Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
500P.L Sortino Ratio Rank: 5555
Sortino Ratio Rank
500P.L Omega Ratio Rank: 5757
Omega Ratio Rank
500P.L Calmar Ratio Rank: 4040
Calmar Ratio Rank
500P.L Martin Ratio Rank: 4040
Martin Ratio Rank

FRXE.L
FRXE.L Risk / Return Rank: 99
Overall Rank
FRXE.L Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
FRXE.L Sortino Ratio Rank: 88
Sortino Ratio Rank
FRXE.L Omega Ratio Rank: 88
Omega Ratio Rank
FRXE.L Calmar Ratio Rank: 99
Calmar Ratio Rank
FRXE.L Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

500P.L vs. FRXE.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) and Franklin Euro Short Maturity UCITS ETF (FRXE.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


500P.LFRXE.LDifference
Sharpe ratioReturn per unit of total volatility

+1.57

Sortino ratioReturn per unit of downside risk

+2.16

Omega ratioGain probability vs. loss probability

1.29

1.00

+0.28

Calmar ratioReturn relative to maximum drawdown

1.69

0.00

+1.68

Martin ratioReturn relative to average drawdown

5.22

0.00

+5.21

500P.L vs. FRXE.L - Sharpe Ratio Comparison

The current 500P.L Sharpe Ratio is 1.57, which is higher than the FRXE.L Sharpe Ratio of 0.00. The chart below compares the historical Sharpe Ratios of 500P.L and FRXE.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

500P.L vs. FRXE.L - Drawdown Comparison

The maximum 500P.L drawdown since its inception was -20.32%, which is greater than FRXE.L's maximum drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for 500P.L and FRXE.L.


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Drawdown Indicators


500P.LFRXE.LDifference

Max Drawdown

Largest peak-to-trough decline

-20.32%

-17.03%

-3.29%

Max Drawdown (1Y)

Largest decline over 1 year

-10.81%

-2.46%

-8.35%

Max Drawdown (3Y)

Largest decline over 3 years

-20.32%

-3.04%

-17.28%

Max Drawdown (5Y)

Largest decline over 5 years

-20.32%

-4.56%

-15.76%

Current Drawdown

Current decline from peak

-1.03%

-4.75%

+3.72%

Average Drawdown

Average peak-to-trough decline

-4.10%

-10.95%

+6.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.49%

1.06%

+2.43%

Volatility

500P.L vs. FRXE.L - Volatility Comparison

Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) has a higher volatility of 3.54% compared to Franklin Euro Short Maturity UCITS ETF (FRXE.L) at 0.83%. This indicates that 500P.L's price experiences larger fluctuations and is considered to be riskier than FRXE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


500P.LFRXE.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.54%

0.83%

+2.71%

Volatility (6M)

Calculated over the trailing 6-month period

8.64%

2.77%

+5.87%

Volatility (1Y)

Calculated over the trailing 1-year period

11.58%

4.02%

+7.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.97%

5.44%

+9.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.04%

7.54%

+7.50%

Dividends

500P.L vs. FRXE.L - Dividend Comparison

500P.L has not paid dividends to shareholders, while FRXE.L's dividend yield for the trailing twelve months is around 1.94%.


PositionTTM2025202420232022
500P.L
Franklin S&P 500 Paris Aligned Climate UCITS ETF
0.00%0.00%0.00%0.00%0.00%
FRXE.L
Franklin Euro Short Maturity UCITS ETF
1.94%2.54%2.59%1.19%0.25%

Frequently Asked Questions


500P.L and FRXE.L have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

500P.L is categorized as S&P 500, while FRXE.L is Global Equities. 500P.L tracks S&P 500 Net Zero 2050 Paris-Aligned ESG Index, while FRXE.L tracks Franklin Euro Short Maturity UCITS ETF.

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