FLEU vs. SWPPX
Compare and contrast key facts about Franklin FTSE Eurozone ETF (FLEU) and Schwab S&P 500 Index Fund (SWPPX).
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. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLEU or SWPPX.
Correlation
The correlation between FLEU and SWPPX is 0.60, 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. SWPPX - Performance Comparison
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Key characteristics
FLEU:
0.80
SWPPX:
0.73
FLEU:
1.30
SWPPX:
1.15
FLEU:
1.17
SWPPX:
1.17
FLEU:
0.21
SWPPX:
0.77
FLEU:
2.92
SWPPX:
2.96
FLEU:
5.53%
SWPPX:
4.86%
FLEU:
19.68%
SWPPX:
19.62%
FLEU:
-87.49%
SWPPX:
-55.06%
FLEU:
-69.78%
SWPPX:
-3.92%
Returns By Period
In the year-to-date period, FLEU achieves a 23.34% return, which is significantly higher than SWPPX's 0.53% return.
FLEU
23.34%
10.60%
23.22%
15.60%
15.19%
N/A
SWPPX
0.53%
9.84%
-0.99%
14.22%
17.41%
12.49%
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FLEU vs. SWPPX - Expense Ratio Comparison
FLEU has a 0.09% expense ratio, which is higher than SWPPX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FLEU vs. SWPPX — Risk-Adjusted Performance Rank
FLEU
SWPPX
FLEU vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE Eurozone ETF (FLEU) and Schwab S&P 500 Index Fund (SWPPX). 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.
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Dividends
FLEU vs. SWPPX - Dividend Comparison
FLEU's dividend yield for the trailing twelve months is around 2.58%, more than SWPPX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLEU Franklin FTSE Eurozone ETF | 2.58% | 3.18% | 3.25% | 21.46% | 3.03% | 1.94% | 6.06% | 12.17% | 0.07% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.22% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
FLEU vs. SWPPX - Drawdown Comparison
The maximum FLEU drawdown since its inception was -87.49%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for FLEU and SWPPX. For additional features, visit the drawdowns tool.
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Volatility
FLEU vs. SWPPX - Volatility Comparison
The current volatility for Franklin FTSE Eurozone ETF (FLEU) is 3.54%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 6.10%. This indicates that FLEU experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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