PortfoliosLab logoPortfoliosLab logo
FLXU.L vs. XZMD.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FLXU.L vs. XZMD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Franklin LibertyQ U.S. Equity UCITS ETF (FLXU.L) and Xtrackers MSCI USA ESG UCITS ETF 1D (XZMD.L). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FLXU.L vs. XZMD.L - Yearly Performance Comparison


2026 (YTD)2025202420232022
FLXU.L
Franklin LibertyQ U.S. Equity UCITS ETF
-0.65%13.10%12.49%8.52%2.95%
XZMD.L
Xtrackers MSCI USA ESG UCITS ETF 1D
-5.14%8.37%27.57%23.85%-5.73%
Different Trading Currencies

FLXU.L is traded in GBP, while XZMD.L is traded in USD. To make them comparable, the XZMD.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, FLXU.L achieves a -0.65% return, which is significantly higher than XZMD.L's -5.14% return.


FLXU.L

1D
2.09%
1M
-2.81%
YTD
-0.65%
6M
1.98%
1Y
18.48%
3Y*
10.99%
5Y*
11.15%
10Y*

XZMD.L

1D
2.63%
1M
-3.18%
YTD
-5.14%
6M
1.73%
1Y
17.29%
3Y*
16.40%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FLXU.L vs. XZMD.L - Expense Ratio Comparison

FLXU.L has a 0.25% expense ratio, which is higher than XZMD.L's 0.15% 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%.


Return for Risk

FLXU.L vs. XZMD.L — Risk / Return Rank

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

FLXU.L
FLXU.L Risk / Return Rank: 7272
Overall Rank
FLXU.L Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FLXU.L Sortino Ratio Rank: 6363
Sortino Ratio Rank
FLXU.L Omega Ratio Rank: 6262
Omega Ratio Rank
FLXU.L Calmar Ratio Rank: 8888
Calmar Ratio Rank
FLXU.L Martin Ratio Rank: 8282
Martin Ratio Rank

XZMD.L
XZMD.L Risk / Return Rank: 7171
Overall Rank
XZMD.L Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
XZMD.L Sortino Ratio Rank: 9393
Sortino Ratio Rank
XZMD.L Omega Ratio Rank: 8585
Omega Ratio Rank
XZMD.L Calmar Ratio Rank: 4444
Calmar Ratio Rank
XZMD.L Martin Ratio Rank: 4444
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.L vs. XZMD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin LibertyQ U.S. Equity UCITS ETF (FLXU.L) and Xtrackers MSCI USA ESG UCITS ETF 1D (XZMD.L). 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.LXZMD.LDifference

Sharpe ratio

Return per unit of total volatility

1.19

1.70

-0.51

Sortino ratio

Return per unit of downside risk

1.71

2.54

-0.83

Omega ratio

Gain probability vs. loss probability

1.25

1.32

-0.07

Calmar ratio

Return relative to maximum drawdown

3.10

0.95

+2.15

Martin ratio

Return relative to average drawdown

10.21

2.81

+7.40

FLXU.L vs. XZMD.L - Sharpe Ratio Comparison

The current FLXU.L Sharpe Ratio is 1.19, which is lower than the XZMD.L Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of FLXU.L and XZMD.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FLXU.LXZMD.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

1.70

-0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

1.05

-0.25

Correlation

The correlation between FLXU.L and XZMD.L is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FLXU.L vs. XZMD.L - Dividend Comparison

FLXU.L has not paid dividends to shareholders, while XZMD.L's dividend yield for the trailing twelve months is around 0.76%.


TTM2025202420232022
FLXU.L
Franklin LibertyQ U.S. Equity UCITS ETF
0.00%0.00%0.00%0.00%0.00%
XZMD.L
Xtrackers MSCI USA ESG UCITS ETF 1D
0.76%0.79%0.95%0.95%0.54%

Drawdowns

FLXU.L vs. XZMD.L - Drawdown Comparison

The maximum FLXU.L drawdown since its inception was -24.72%, which is greater than XZMD.L's maximum drawdown of -22.72%. Use the drawdown chart below to compare losses from any high point for FLXU.L and XZMD.L.


Loading graphics...

Drawdown Indicators


FLXU.LXZMD.LDifference

Max Drawdown

Largest peak-to-trough decline

-24.72%

-20.62%

-4.10%

Max Drawdown (1Y)

Largest decline over 1 year

-10.59%

-11.61%

+1.02%

Max Drawdown (5Y)

Largest decline over 5 years

-20.13%

Current Drawdown

Current decline from peak

-3.21%

-8.24%

+5.03%

Average Drawdown

Average peak-to-trough decline

-3.06%

-5.05%

+1.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

5.60%

-3.81%

Volatility

FLXU.L vs. XZMD.L - Volatility Comparison

The current volatility for Franklin LibertyQ U.S. Equity UCITS ETF (FLXU.L) is 4.43%, while Xtrackers MSCI USA ESG UCITS ETF 1D (XZMD.L) has a volatility of 5.26%. This indicates that FLXU.L experiences smaller price fluctuations and is considered to be less risky than XZMD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FLXU.LXZMD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.43%

5.26%

-0.83%

Volatility (6M)

Calculated over the trailing 6-month period

8.93%

Volatility (1Y)

Calculated over the trailing 1-year period

15.52%

23.47%

-7.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.04%

22.09%

-9.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.99%

22.09%

-7.10%