FLSW vs. UNA.AS
Compare and contrast key facts about Franklin FTSE Switzerland ETF (FLSW) and Unilever PLC (UNA.AS).
FLSW is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE Switzerland RIC Capped Index. It was launched on Feb 6, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLSW or UNA.AS.
Performance
FLSW vs. UNA.AS - Performance Comparison
Returns By Period
In the year-to-date period, FLSW achieves a 0.78% return, which is significantly lower than UNA.AS's 28.59% return.
FLSW
0.78%
-7.08%
0.27%
8.84%
6.78%
N/A
UNA.AS
28.59%
-4.42%
10.51%
29.28%
4.25%
8.73%
Key characteristics
| FLSW | UNA.AS | |
|---|---|---|
| Sharpe Ratio | 0.78 | 1.91 |
| Sortino Ratio | 1.15 | 3.26 |
| Omega Ratio | 1.13 | 1.40 |
| Calmar Ratio | 0.79 | 0.44 |
| Martin Ratio | 2.82 | 10.00 |
| Ulcer Index | 3.35% | 2.87% |
| Daily Std Dev | 12.11% | 14.98% |
| Max Drawdown | -28.16% | -92.87% |
| Current Drawdown | -10.36% | -54.31% |
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Correlation
The correlation between FLSW and UNA.AS is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
FLSW vs. UNA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE Switzerland ETF (FLSW) and Unilever PLC (UNA.AS). 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
FLSW vs. UNA.AS - Dividend Comparison
FLSW's dividend yield for the trailing twelve months is around 2.09%, less than UNA.AS's 3.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLSW Franklin FTSE Switzerland ETF | 2.09% | 2.36% | 2.02% | 1.86% | 2.28% | 1.15% | 2.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNA.AS Unilever PLC | 3.18% | 3.89% | 3.64% | 3.63% | 3.31% | 3.16% | 3.21% | 2.95% | 3.23% | 2.92% | 3.46% | 3.59% |
Drawdowns
FLSW vs. UNA.AS - Drawdown Comparison
The maximum FLSW drawdown since its inception was -28.16%, smaller than the maximum UNA.AS drawdown of -92.87%. Use the drawdown chart below to compare losses from any high point for FLSW and UNA.AS. For additional features, visit the drawdowns tool.
Volatility
FLSW vs. UNA.AS - Volatility Comparison
The current volatility for Franklin FTSE Switzerland ETF (FLSW) is 3.70%, while Unilever PLC (UNA.AS) has a volatility of 6.31%. This indicates that FLSW experiences smaller price fluctuations and is considered to be less risky than UNA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.