FLQH vs. IVLU
Compare and contrast key facts about Franklin LibertyQ International Equity Hedged ETF (FLQH) and iShares MSCI Intl Value Factor ETF (IVLU).
FLQH and IVLU 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. IVLU is a passively managed fund by iShares that tracks the performance of the MSCI World ex USA Enhanced Value. It was launched on Jun 16, 2015. Both FLQH and IVLU 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 IVLU.
Key characteristics
| FLQH | IVLU |
|---|
Correlation
The correlation between FLQH and IVLU is 0.74, 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
FLQH vs. IVLU - 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. IVLU - Expense Ratio Comparison
FLQH has a 0.40% expense ratio, which is higher than IVLU's 0.30% expense ratio.
Risk-Adjusted Performance
FLQH vs. IVLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin LibertyQ International Equity Hedged ETF (FLQH) and iShares MSCI Intl Value Factor ETF (IVLU). 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. IVLU - Dividend Comparison
FLQH has not paid dividends to shareholders, while IVLU's dividend yield for the trailing twelve months is around 4.32%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
IVLU iShares MSCI Intl Value Factor ETF | 4.32% | 4.69% | 3.59% | 3.25% | 2.05% | 3.53% | 2.82% | 2.87% | 2.53% | 0.93% |
Drawdowns
FLQH vs. IVLU - Drawdown Comparison
Volatility
FLQH vs. IVLU - Volatility Comparison
The current volatility for Franklin LibertyQ International Equity Hedged ETF (FLQH) is 0.00%, while iShares MSCI Intl Value Factor ETF (IVLU) has a volatility of 3.31%. This indicates that FLQH experiences smaller price fluctuations and is considered to be less risky than IVLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.