FLXI.DE vs. 4UBQ.DE
FLXI.DE (Franklin FTSE India UCITS ETF) and 4UBQ.DE (UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc) are both exchange-traded funds - FLXI.DE is a Asia Pacific Equities fund tracking the FTSE India 30/18 Capped, while 4UBQ.DE is a S&P 500 fund tracking the S&P 500 ESG. Both are passively managed. Over the past 5 years, FLXI.DE returned 5.31%/yr vs 15.51%/yr for 4UBQ.DE. At a 0.43 correlation, their price movements are largely independent. FLXI.DE charges 0.19%/yr vs 0.10%/yr for 4UBQ.DE.
Performance
FLXI.DE vs. 4UBQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, FLXI.DE achieves a -9.32% return, which is significantly lower than 4UBQ.DE's 11.15% return.
FLXI.DE
- 1D
- 1.07%
- 1M
- -3.08%
- YTD
- -9.32%
- 6M
- -10.31%
- 1Y
- -11.71%
- 3Y*
- 3.83%
- 5Y*
- 5.31%
- 10Y*
- —
4UBQ.DE
- 1D
- 0.58%
- 1M
- 4.20%
- YTD
- 11.15%
- 6M
- 11.13%
- 1Y
- 28.46%
- 3Y*
- 18.50%
- 5Y*
- 15.51%
- 10Y*
- —
FLXI.DE vs. 4UBQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FLXI.DE Franklin FTSE India UCITS ETF | -9.32% | -8.72% | 16.97% | 17.26% | -1.79% | 35.49% | 18.02% |
4UBQ.DE UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc | 11.15% | 5.39% | 31.02% | 24.03% | -13.92% | 43.62% | 8.66% |
Correlation
The correlation between FLXI.DE and 4UBQ.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2020 | 0.43 |
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Return for Risk
FLXI.DE vs. 4UBQ.DE — Risk / Return Rank
FLXI.DE
4UBQ.DE
FLXI.DE vs. 4UBQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE India UCITS ETF (FLXI.DE) and UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE). 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.
| FLXI.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.26 | ||
| Sortino ratioReturn per unit of downside risk | -4.45 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.46 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | 4.10 | -4.77 |
| Martin ratioReturn relative to average drawdown | -1.44 | 15.73 | -17.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLXI.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.79 | 2.47 | -3.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 1.00 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.11 | -0.78 |
Drawdowns
FLXI.DE vs. 4UBQ.DE - Drawdown Comparison
The maximum FLXI.DE drawdown since its inception was -40.58%, which is greater than 4UBQ.DE's maximum drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for FLXI.DE and 4UBQ.DE.
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Drawdown Indicators
| FLXI.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.58% | -23.35% | -17.23% |
Max Drawdown (1Y)Largest decline over 1 year | -17.48% | -6.93% | -10.55% |
Max Drawdown (3Y)Largest decline over 3 years | -24.76% | -23.35% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -24.76% | -23.35% | -1.41% |
Current DrawdownCurrent decline from peak | -21.26% | 0.00% | -21.26% |
Average DrawdownAverage peak-to-trough decline | -7.78% | -4.02% | -3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.08% | 1.81% | +6.27% |
Volatility
FLXI.DE vs. 4UBQ.DE - Volatility Comparison
Franklin FTSE India UCITS ETF (FLXI.DE) has a higher volatility of 5.52% compared to UBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc (4UBQ.DE) at 2.81%. This indicates that FLXI.DE's price experiences larger fluctuations and is considered to be riskier than 4UBQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLXI.DE | 4UBQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 2.81% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 7.61% | +4.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.69% | 11.53% | +3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 15.27% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.96% | 15.39% | +4.57% |
FLXI.DE vs. 4UBQ.DE - Expense Ratio Comparison
FLXI.DE has a 0.19% expense ratio, which is higher than 4UBQ.DE's 0.10% 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%.
Dividends
FLXI.DE vs. 4UBQ.DE - Dividend Comparison
Neither FLXI.DE nor 4UBQ.DE has paid dividends to shareholders.
Frequently Asked Questions
FLXI.DE and 4UBQ.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4UBQ.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4UBQ.DE is cheaper with a 0.10% expense ratio, compared with 0.19% for FLXI.DE.
FLXI.DE is categorized as Asia Pacific Equities, while 4UBQ.DE is S&P 500. FLXI.DE tracks FTSE India 30/18 Capped, while 4UBQ.DE tracks S&P 500 ESG. They also come from different issuers: Franklin Templeton and UBS. Their fees differ too: 0.19% for FLXI.DE and 0.10% for 4UBQ.DE.
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