FLEU vs. ARGFX
Compare and contrast key facts about Franklin FTSE Eurozone ETF (FLEU) and Ariel Fund (ARGFX).
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. ARGFX is managed by Ariel Investments. It was launched on Nov 6, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLEU or ARGFX.
Correlation
The correlation between FLEU and ARGFX 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
FLEU vs. ARGFX - Performance Comparison
Key characteristics
FLEU:
0.04
ARGFX:
-0.75
FLEU:
0.17
ARGFX:
-0.88
FLEU:
1.02
ARGFX:
0.88
FLEU:
0.01
ARGFX:
-0.48
FLEU:
0.14
ARGFX:
-1.85
FLEU:
5.29%
ARGFX:
8.84%
FLEU:
16.99%
ARGFX:
21.74%
FLEU:
-87.49%
ARGFX:
-73.49%
FLEU:
-74.14%
ARGFX:
-34.07%
Returns By Period
In the year-to-date period, FLEU achieves a 5.57% return, which is significantly higher than ARGFX's -17.22% return.
FLEU
5.57%
-10.63%
-1.76%
1.49%
12.11%
N/A
ARGFX
-17.22%
-12.94%
-21.32%
-15.57%
6.95%
-2.03%
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FLEU vs. ARGFX - Expense Ratio Comparison
FLEU has a 0.09% expense ratio, which is lower than ARGFX's 1.00% expense ratio.
Risk-Adjusted Performance
FLEU vs. ARGFX — Risk-Adjusted Performance Rank
FLEU
ARGFX
FLEU vs. ARGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE Eurozone ETF (FLEU) and Ariel Fund (ARGFX). 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
FLEU vs. ARGFX - Dividend Comparison
FLEU's dividend yield for the trailing twelve months is around 3.01%, more than ARGFX's 0.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLEU Franklin FTSE Eurozone ETF | 3.01% | 3.18% | 3.25% | 21.46% | 3.03% | 1.94% | 6.06% | 12.17% | 0.07% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
FLEU vs. ARGFX - Drawdown Comparison
The maximum FLEU drawdown since its inception was -87.49%, which is greater than ARGFX's maximum drawdown of -73.49%. Use the drawdown chart below to compare losses from any high point for FLEU and ARGFX. For additional features, visit the drawdowns tool.
Volatility
FLEU vs. ARGFX - Volatility Comparison
The current volatility for Franklin FTSE Eurozone ETF (FLEU) is 8.14%, while Ariel Fund (ARGFX) has a volatility of 10.80%. This indicates that FLEU experiences smaller price fluctuations and is considered to be less risky than ARGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.