FLGB vs. IUKD.L
Compare and contrast key facts about Franklin FTSE United Kingdom ETF (FLGB) and iShares UK Dividend UCITS ETF (IUKD.L).
FLGB and IUKD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLGB is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE UK RIC Capped Index. It was launched on Nov 2, 2017. IUKD.L is a passively managed fund by iShares that tracks the performance of the FTSE UK Dividend+ Index. It was launched on Nov 4, 2005. Both FLGB and IUKD.L 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: FLGB or IUKD.L.
Key characteristics
| FLGB | IUKD.L | |
|---|---|---|
| YTD Return | 8.56% | 8.53% |
| 1Y Return | 15.69% | 15.17% |
| 3Y Return (Ann) | 5.77% | 4.89% |
| 5Y Return (Ann) | 5.66% | 4.28% |
| Sharpe Ratio | 1.45 | 1.31 |
| Sortino Ratio | 2.05 | 1.88 |
| Omega Ratio | 1.25 | 1.23 |
| Calmar Ratio | 2.46 | 1.64 |
| Martin Ratio | 8.50 | 6.93 |
| Ulcer Index | 2.12% | 2.07% |
| Daily Std Dev | 12.39% | 11.03% |
| Max Drawdown | -42.61% | -61.95% |
| Current Drawdown | -7.30% | -5.59% |
Correlation
The correlation between FLGB and IUKD.L is 0.73, 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
FLGB vs. IUKD.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with FLGB having a 8.56% return and IUKD.L slightly lower at 8.53%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FLGB vs. IUKD.L - Expense Ratio Comparison
FLGB has a 0.09% expense ratio, which is lower than IUKD.L's 0.40% expense ratio.
Risk-Adjusted Performance
FLGB vs. IUKD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE United Kingdom ETF (FLGB) and iShares UK Dividend UCITS ETF (IUKD.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.
Dividends
FLGB vs. IUKD.L - Dividend Comparison
FLGB's dividend yield for the trailing twelve months is around 4.32%, less than IUKD.L's 5.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLGB Franklin FTSE United Kingdom ETF | 4.32% | 3.95% | 4.24% | 2.93% | 2.67% | 4.30% | 3.92% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% |
IUKD.L iShares UK Dividend UCITS ETF | 5.71% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% | 4.53% | 4.16% |
Drawdowns
FLGB vs. IUKD.L - Drawdown Comparison
The maximum FLGB drawdown since its inception was -42.61%, smaller than the maximum IUKD.L drawdown of -61.95%. Use the drawdown chart below to compare losses from any high point for FLGB and IUKD.L. For additional features, visit the drawdowns tool.
Volatility
FLGB vs. IUKD.L - Volatility Comparison
The current volatility for Franklin FTSE United Kingdom ETF (FLGB) is 3.98%, while iShares UK Dividend UCITS ETF (IUKD.L) has a volatility of 4.24%. This indicates that FLGB experiences smaller price fluctuations and is considered to be less risky than IUKD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.