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FLXU.DE vs. IQQN.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLXU.DE vs. IQQN.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Franklin U.S. Equity UCITS ETF (FLXU.DE) and iShares MSCI North America UCITS ETF (IQQN.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FLXU.DE achieves a 12.87% return, which is significantly higher than IQQN.DE's 11.09% return.


FLXU.DE

1D
-0.15%
1M
4.09%
YTD
12.87%
6M
12.35%
1Y
26.95%
3Y*
15.56%
5Y*
13.12%
10Y*

IQQN.DE

1D
-0.05%
1M
4.42%
YTD
11.09%
6M
10.54%
1Y
24.97%
3Y*
18.64%
5Y*
13.97%
10Y*
14.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLXU.DE vs. IQQN.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FLXU.DE
Franklin U.S. Equity UCITS ETF
12.87%8.49%16.79%11.05%-3.81%38.42%-0.68%31.79%1.30%11.68%
IQQN.DE
iShares MSCI North America UCITS ETF
11.09%4.95%31.43%22.31%-15.50%38.10%8.53%34.21%-2.31%9.82%

Correlation

The correlation between FLXU.DE and IQQN.DE is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.88

Correlation (5Y)
Calculated over the trailing 5-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2017

0.92

The correlation between FLXU.DE and IQQN.DE has been stable across timeframes, ranging from 0.88 to 0.95 - a consistent structural relationship.

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Return for Risk

FLXU.DE vs. IQQN.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLXU.DE
FLXU.DE Risk / Return Rank: 7676
Overall Rank
FLXU.DE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
FLXU.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
FLXU.DE Omega Ratio Rank: 7070
Omega Ratio Rank
FLXU.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
FLXU.DE Martin Ratio Rank: 8484
Martin Ratio Rank

IQQN.DE
IQQN.DE Risk / Return Rank: 6868
Overall Rank
IQQN.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
IQQN.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
IQQN.DE Omega Ratio Rank: 6868
Omega Ratio Rank
IQQN.DE Calmar Ratio Rank: 7171
Calmar Ratio Rank
IQQN.DE Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FLXU.DE vs. IQQN.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Equity UCITS ETF (FLXU.DE) and iShares MSCI North America UCITS ETF (IQQN.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.


FLXU.DEIQQN.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.07

Sortino ratioReturn per unit of downside risk

+0.22

Omega ratioGain probability vs. loss probability

1.41

1.40

+0.01

Calmar ratioReturn relative to maximum drawdown

4.70

3.46

+1.23

Martin ratioReturn relative to average drawdown

17.09

12.25

+4.84

FLXU.DE vs. IQQN.DE - Sharpe Ratio Comparison

The current FLXU.DE Sharpe Ratio is 2.23, which is comparable to the IQQN.DE Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of FLXU.DE and IQQN.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FLXU.DEIQQN.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.23

2.16

+0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

0.91

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.59

+0.31

Drawdowns

FLXU.DE vs. IQQN.DE - Drawdown Comparison

The maximum FLXU.DE drawdown since its inception was -32.92%, smaller than the maximum IQQN.DE drawdown of -52.40%. Use the drawdown chart below to compare losses from any high point for FLXU.DE and IQQN.DE.


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Drawdown Indicators


FLXU.DEIQQN.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.92%

-52.40%

+19.48%

Max Drawdown (1Y)

Largest decline over 1 year

-5.76%

-7.22%

+1.46%

Max Drawdown (3Y)

Largest decline over 3 years

-23.04%

-23.46%

+0.42%

Max Drawdown (5Y)

Largest decline over 5 years

-23.04%

-23.46%

+0.42%

Max Drawdown (10Y)

Largest decline over 10 years

-34.38%

Current Drawdown

Current decline from peak

-0.15%

-0.35%

+0.20%

Average Drawdown

Average peak-to-trough decline

-3.92%

-9.11%

+5.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.59%

2.05%

-0.46%

Volatility

FLXU.DE vs. IQQN.DE - Volatility Comparison

Franklin U.S. Equity UCITS ETF (FLXU.DE) has a higher volatility of 3.43% compared to iShares MSCI North America UCITS ETF (IQQN.DE) at 2.66%. This indicates that FLXU.DE's price experiences larger fluctuations and is considered to be riskier than IQQN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLXU.DEIQQN.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.43%

2.66%

+0.77%

Volatility (6M)

Calculated over the trailing 6-month period

8.59%

7.55%

+1.04%

Volatility (1Y)

Calculated over the trailing 1-year period

12.12%

11.56%

+0.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.86%

15.24%

-1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.48%

16.09%

-0.61%

FLXU.DE vs. IQQN.DE - Expense Ratio Comparison

FLXU.DE has a 0.25% expense ratio, which is lower than IQQN.DE's 0.40% expense ratio.


Dividends

FLXU.DE vs. IQQN.DE - Dividend Comparison

FLXU.DE has not paid dividends to shareholders, while IQQN.DE's dividend yield for the trailing twelve months is around 0.61%.


PositionTTM20252024202320222021202020192018201720162015
FLXU.DE
Franklin U.S. Equity UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IQQN.DE
iShares MSCI North America UCITS ETF
0.61%0.68%0.75%0.99%1.15%0.73%1.09%1.22%1.42%1.34%1.37%1.53%

Frequently Asked Questions


With a correlation of 0.95, FLXU.DE and IQQN.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, FLXU.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FLXU.DE is cheaper with a 0.25% expense ratio, compared with 0.40% for IQQN.DE.

FLXU.DE tracks Russell 1000 TR USD, while IQQN.DE tracks MSCI North America. They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.25% for FLXU.DE and 0.40% for IQQN.DE.

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