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

Performance

FLXU.DE vs. QDVB.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 Edge MSCI USA Quality Factor UCITS ETF (QDVB.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 13.80% return, which is significantly higher than QDVB.DE's 10.48% return.


FLXU.DE

1D
-0.81%
1M
1.33%
YTD
13.80%
6M
13.80%
1Y
27.92%
3Y*
16.01%
5Y*
12.73%
10Y*

QDVB.DE

1D
-0.69%
1M
1.28%
YTD
10.48%
6M
10.79%
1Y
22.56%
3Y*
16.85%
5Y*
12.25%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
FLXU.DE
Franklin U.S. Equity UCITS ETF
13.80%8.49%16.79%11.05%-3.82%38.45%-0.70%31.77%1.32%-6.89%
QDVB.DE
iShares Edge MSCI USA Quality Factor UCITS ETF
10.48%0.35%29.28%26.64%-16.49%39.07%5.34%37.19%-2.63%11.04%

Correlation

The correlation between FLXU.DE and QDVB.DE is 0.88, 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

0.88

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

0.83

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

0.87

Correlation (All Time)
Calculated using the full available price history since Sep 6, 2017

0.91

The correlation between FLXU.DE and QDVB.DE has been stable across timeframes, ranging from 0.83 to 0.91 - a consistent structural relationship.

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Return for Risk

FLXU.DE vs. QDVB.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: 8484
Overall Rank
FLXU.DE Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
FLXU.DE Sortino Ratio Rank: 8181
Sortino Ratio Rank
FLXU.DE Omega Ratio Rank: 8080
Omega Ratio Rank
FLXU.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
FLXU.DE Martin Ratio Rank: 8989
Martin Ratio Rank

QDVB.DE
QDVB.DE Risk / Return Rank: 7373
Overall Rank
QDVB.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
QDVB.DE Sortino Ratio Rank: 7373
Sortino Ratio Rank
QDVB.DE Omega Ratio Rank: 7373
Omega Ratio Rank
QDVB.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
QDVB.DE Martin Ratio Rank: 7474
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. QDVB.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 Edge MSCI USA Quality Factor UCITS ETF (QDVB.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


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

+0.23

Sortino ratioReturn per unit of downside risk

+0.28

Omega ratioGain probability vs. loss probability

1.41

1.38

+0.03

Calmar ratioReturn relative to maximum drawdown

4.82

3.32

+1.50

Martin ratioReturn relative to average drawdown

17.45

12.21

+5.23

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

The current FLXU.DE Sharpe Ratio is 2.24, which is comparable to the QDVB.DE Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of FLXU.DE and QDVB.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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Drawdowns

FLXU.DE vs. QDVB.DE - Drawdown Comparison

The maximum FLXU.DE drawdown since its inception was -32.90%, roughly equal to the maximum QDVB.DE drawdown of -33.25%. Use the drawdown chart below to compare losses from any high point for FLXU.DE and QDVB.DE.


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Drawdown Indicators


FLXU.DEQDVB.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.90%

-33.25%

+0.35%

Max Drawdown (1Y)

Largest decline over 1 year

-5.76%

-6.77%

+1.01%

Max Drawdown (3Y)

Largest decline over 3 years

-23.03%

-22.69%

-0.34%

Max Drawdown (5Y)

Largest decline over 5 years

-23.03%

-22.69%

-0.34%

Current Drawdown

Current decline from peak

-0.81%

-0.82%

+0.01%

Average Drawdown

Average peak-to-trough decline

-4.48%

-5.02%

+0.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

1.84%

-0.24%

Volatility

FLXU.DE vs. QDVB.DE - Volatility Comparison

Franklin U.S. Equity UCITS ETF (FLXU.DE) has a higher volatility of 3.49% compared to iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) at 2.49%. This indicates that FLXU.DE's price experiences larger fluctuations and is considered to be riskier than QDVB.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.DEQDVB.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.49%

2.49%

+1.00%

Volatility (6M)

Calculated over the trailing 6-month period

8.92%

7.46%

+1.46%

Volatility (1Y)

Calculated over the trailing 1-year period

12.39%

11.15%

+1.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.92%

15.55%

-1.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.48%

17.96%

-1.48%

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

FLXU.DE has a 0.25% expense ratio, which is higher than QDVB.DE's 0.20% 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

FLXU.DE vs. QDVB.DE - Dividend Comparison

Neither FLXU.DE nor QDVB.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


FLXU.DE and QDVB.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QDVB.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QDVB.DE is cheaper with a 0.20% expense ratio, compared with 0.25% for FLXU.DE.

FLXU.DE tracks Russell 1000 TR USD, while QDVB.DE tracks MSCI USA Sector Neutral Quality. They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.25% for FLXU.DE and 0.20% for QDVB.DE.

Portfolio Optimizer

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