FLQH vs. EPI
Compare and contrast key facts about Franklin LibertyQ International Equity Hedged ETF (FLQH) and WisdomTree India Earnings Fund (EPI).
FLQH and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLQH is a passively managed fund by Franklin Templeton that tracks the performance of the LibertyQ International Equity Hedged Index. It was launched on Jun 1, 2016. EPI is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree India Earnings Index. It was launched on Feb 22, 2008. Both FLQH and EPI 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: FLQH or EPI.
Key characteristics
| FLQH | EPI |
|---|
Correlation
The correlation between FLQH and EPI is 0.45, 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
FLQH vs. EPI - Performance Comparison
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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FLQH vs. EPI - Expense Ratio Comparison
FLQH has a 0.40% expense ratio, which is lower than EPI's 0.84% expense ratio.
Risk-Adjusted Performance
FLQH vs. EPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin LibertyQ International Equity Hedged ETF (FLQH) and WisdomTree India Earnings Fund (EPI). 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
FLQH vs. EPI - Dividend Comparison
FLQH has not paid dividends to shareholders, while EPI's dividend yield for the trailing twelve months is around 0.13%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLQH Franklin LibertyQ International Equity Hedged ETF | 3.08% | 3.17% | 0.87% | 2.77% | 6.23% | 1.61% | 5.67% | 4.02% | 11.56% | 0.00% | 0.00% | 0.00% |
EPI WisdomTree India Earnings Fund | 0.13% | 0.15% | 6.01% | 1.18% | 0.78% | 1.65% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% | 0.75% |
Drawdowns
FLQH vs. EPI - Drawdown Comparison
Volatility
FLQH vs. EPI - Volatility Comparison
The current volatility for Franklin LibertyQ International Equity Hedged ETF (FLQH) is 0.00%, while WisdomTree India Earnings Fund (EPI) has a volatility of 3.37%. This indicates that FLQH experiences smaller price fluctuations and is considered to be less risky than EPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.