FLXI.DE vs. QDV5.DE
Compare and contrast key facts about Franklin FTSE India UCITS ETF (FLXI.DE) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE).
FLXI.DE and QDV5.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. QDV5.DE is a passively managed fund by iShares that tracks the performance of the MSCI India. It was launched on May 25, 2018. Both FLXI.DE and QDV5.DE 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: FLXI.DE or QDV5.DE.
Key characteristics
| FLXI.DE | QDV5.DE | |
|---|---|---|
| YTD Return | 16.90% | 16.06% |
| 1Y Return | 26.04% | 26.00% |
| 3Y Return (Ann) | 9.86% | 8.78% |
| 5Y Return (Ann) | 13.15% | 13.01% |
| Sharpe Ratio | 1.65 | 1.53 |
| Sortino Ratio | 2.23 | 2.04 |
| Omega Ratio | 1.34 | 1.32 |
| Calmar Ratio | 4.23 | 3.46 |
| Martin Ratio | 12.54 | 10.72 |
| Ulcer Index | 2.02% | 2.37% |
| Daily Std Dev | 15.26% | 16.45% |
| Max Drawdown | -40.58% | -41.06% |
| Current Drawdown | -4.92% | -6.10% |
Correlation
The correlation between FLXI.DE and QDV5.DE is 0.96, 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
FLXI.DE vs. QDV5.DE - Performance Comparison
The year-to-date returns for both stocks are quite close, with FLXI.DE having a 16.90% return and QDV5.DE slightly lower at 16.06%. 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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FLXI.DE vs. QDV5.DE - Expense Ratio Comparison
FLXI.DE has a 0.19% expense ratio, which is lower than QDV5.DE's 0.65% expense ratio.
Risk-Adjusted Performance
FLXI.DE vs. QDV5.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE India UCITS ETF (FLXI.DE) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.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.
Dividends
FLXI.DE vs. QDV5.DE - Dividend Comparison
Neither FLXI.DE nor QDV5.DE has paid dividends to shareholders.
Drawdowns
FLXI.DE vs. QDV5.DE - Drawdown Comparison
The maximum FLXI.DE drawdown since its inception was -40.58%, roughly equal to the maximum QDV5.DE drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for FLXI.DE and QDV5.DE. For additional features, visit the drawdowns tool.
Volatility
FLXI.DE vs. QDV5.DE - Volatility Comparison
The current volatility for Franklin FTSE India UCITS ETF (FLXI.DE) is 3.56%, while iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) has a volatility of 3.82%. This indicates that FLXI.DE experiences smaller price fluctuations and is considered to be less risky than QDV5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.