ARGFX vs. FLEU
Compare and contrast key facts about Ariel Fund (ARGFX) and Franklin FTSE Eurozone ETF (FLEU).
ARGFX is managed by Ariel Investments. It was launched on Nov 6, 1986. FLEU is a passively managed fund by Franklin that tracks the performance of the FTSE Developed Eurozone Index - Benchmark TR Net. It was launched on Nov 2, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARGFX or FLEU.
Correlation
The correlation between ARGFX and FLEU is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARGFX vs. FLEU - Performance Comparison
Key characteristics
ARGFX:
-0.40
FLEU:
0.70
ARGFX:
-0.39
FLEU:
1.12
ARGFX:
0.94
FLEU:
1.15
ARGFX:
-0.26
FLEU:
0.18
ARGFX:
-0.95
FLEU:
2.48
ARGFX:
10.27%
FLEU:
5.52%
ARGFX:
24.54%
FLEU:
19.59%
ARGFX:
-73.49%
FLEU:
-87.49%
ARGFX:
-34.14%
FLEU:
-72.05%
Returns By Period
In the year-to-date period, ARGFX achieves a -17.30% return, which is significantly lower than FLEU's 14.07% return.
ARGFX
-17.30%
-11.55%
-23.88%
-9.52%
5.77%
-2.00%
FLEU
14.07%
-4.87%
6.54%
13.71%
13.86%
N/A
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ARGFX vs. FLEU - Expense Ratio Comparison
ARGFX has a 1.00% expense ratio, which is higher than FLEU's 0.09% expense ratio.
Risk-Adjusted Performance
ARGFX vs. FLEU — Risk-Adjusted Performance Rank
ARGFX
FLEU
ARGFX vs. FLEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ariel Fund (ARGFX) and Franklin FTSE Eurozone ETF (FLEU). 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.
Dividends
ARGFX vs. FLEU - Dividend Comparison
ARGFX's dividend yield for the trailing twelve months is around 0.15%, less than FLEU's 2.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGFX Ariel Fund | 0.15% | 0.12% | 0.42% | 0.43% | 0.04% | 0.30% | 0.84% | 1.07% | 0.68% | 0.29% | 0.69% | 0.55% |
FLEU Franklin FTSE Eurozone ETF | 2.79% | 3.18% | 3.25% | 21.46% | 3.03% | 1.94% | 6.06% | 12.17% | 0.07% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARGFX vs. FLEU - Drawdown Comparison
The maximum ARGFX drawdown since its inception was -73.49%, smaller than the maximum FLEU drawdown of -87.49%. Use the drawdown chart below to compare losses from any high point for ARGFX and FLEU. For additional features, visit the drawdowns tool.
Volatility
ARGFX vs. FLEU - Volatility Comparison
Ariel Fund (ARGFX) has a higher volatility of 15.43% compared to Franklin FTSE Eurozone ETF (FLEU) at 12.49%. This indicates that ARGFX's price experiences larger fluctuations and is considered to be riskier than FLEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.