FLAX vs. EPP
Compare and contrast key facts about Franklin FTSE Asia ex Japan ETF (FLAX) and iShares MSCI Pacific ex Japan ETF (EPP).
FLAX and EPP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLAX is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE Asia ex Japan RIC Capped Index. It was launched on Feb 6, 2018. EPP is a passively managed fund by iShares that tracks the performance of the MSCI Pacific ex-Japan Index. It was launched on Oct 25, 2001. Both FLAX and EPP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLAX or EPP.
Correlation
The correlation between FLAX and EPP is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FLAX vs. EPP - Performance Comparison
Key characteristics
FLAX:
1.03
EPP:
0.90
FLAX:
1.52
EPP:
1.34
FLAX:
1.19
EPP:
1.16
FLAX:
0.58
EPP:
0.93
FLAX:
2.82
EPP:
3.20
FLAX:
5.90%
EPP:
4.25%
FLAX:
16.21%
EPP:
15.14%
FLAX:
-42.51%
EPP:
-66.01%
FLAX:
-16.60%
EPP:
-4.37%
Returns By Period
The year-to-date returns for both investments are quite close, with FLAX having a 4.83% return and EPP slightly higher at 5.07%.
FLAX
4.83%
5.01%
4.46%
16.24%
4.08%
N/A
EPP
5.07%
4.12%
4.81%
13.39%
3.96%
4.06%
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FLAX vs. EPP - Expense Ratio Comparison
FLAX has a 0.19% expense ratio, which is lower than EPP's 0.48% expense ratio.
Risk-Adjusted Performance
FLAX vs. EPP — Risk-Adjusted Performance Rank
FLAX
EPP
FLAX vs. EPP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE Asia ex Japan ETF (FLAX) and iShares MSCI Pacific ex Japan ETF (EPP). 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
FLAX vs. EPP - Dividend Comparison
FLAX's dividend yield for the trailing twelve months is around 2.98%, less than EPP's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLAX Franklin FTSE Asia ex Japan ETF | 2.98% | 3.12% | 2.20% | 2.86% | 2.39% | 1.58% | 2.23% | 2.35% | 0.00% | 0.00% | 0.00% | 0.00% |
EPP iShares MSCI Pacific ex Japan ETF | 3.62% | 3.81% | 4.10% | 4.37% | 4.57% | 2.28% | 3.88% | 5.00% | 4.15% | 3.96% | 4.89% | 4.33% |
Drawdowns
FLAX vs. EPP - Drawdown Comparison
The maximum FLAX drawdown since its inception was -42.51%, smaller than the maximum EPP drawdown of -66.01%. Use the drawdown chart below to compare losses from any high point for FLAX and EPP. For additional features, visit the drawdowns tool.
Volatility
FLAX vs. EPP - Volatility Comparison
Franklin FTSE Asia ex Japan ETF (FLAX) has a higher volatility of 4.22% compared to iShares MSCI Pacific ex Japan ETF (EPP) at 3.58%. This indicates that FLAX's price experiences larger fluctuations and is considered to be riskier than EPP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.