FLXI.DE vs. BRK-B
Compare and contrast key facts about Franklin FTSE India UCITS ETF (FLXI.DE) and Berkshire Hathaway Inc. (BRK-B).
FLXI.DE is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE India 30/18 Capped. It was launched on Jun 25, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLXI.DE or BRK-B.
Key characteristics
| FLXI.DE | BRK-B | |
|---|---|---|
| YTD Return | 16.90% | 29.93% |
| 1Y Return | 26.04% | 33.09% |
| 3Y Return (Ann) | 9.86% | 17.46% |
| 5Y Return (Ann) | 13.15% | 15.96% |
| Sharpe Ratio | 1.65 | 2.35 |
| Sortino Ratio | 2.23 | 3.28 |
| Omega Ratio | 1.34 | 1.42 |
| Calmar Ratio | 4.23 | 4.46 |
| Martin Ratio | 12.54 | 11.72 |
| Ulcer Index | 2.02% | 2.88% |
| Daily Std Dev | 15.26% | 14.37% |
| Max Drawdown | -40.58% | -53.86% |
| Current Drawdown | -4.92% | -3.17% |
Correlation
The correlation between FLXI.DE and BRK-B is 0.33, 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.
Performance
FLXI.DE vs. BRK-B - Performance Comparison
In the year-to-date period, FLXI.DE achieves a 16.90% return, which is significantly lower than BRK-B's 29.93% return. 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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Risk-Adjusted Performance
FLXI.DE vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE India UCITS ETF (FLXI.DE) and Berkshire Hathaway Inc. (BRK-B). 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
FLXI.DE vs. BRK-B - Dividend Comparison
Neither FLXI.DE nor BRK-B has paid dividends to shareholders.
Drawdowns
FLXI.DE vs. BRK-B - Drawdown Comparison
The maximum FLXI.DE drawdown since its inception was -40.58%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FLXI.DE and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FLXI.DE vs. BRK-B - Volatility Comparison
The current volatility for Franklin FTSE India UCITS ETF (FLXI.DE) is 3.57%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.68%. This indicates that FLXI.DE experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.