FNGZX vs. FNGU
Compare and contrast key facts about Franklin International Growth Fund (FNGZX) and MicroSectors FANG+™ Index 3X Leveraged ETN (FNGU).
FNGZX is managed by Franklin Templeton. It was launched on Jun 2, 2008. FNGU is a passively managed fund by Bank of Montreal that tracks the performance of the NYSE FANG (TR) (300%). It was launched on Jan 22, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNGZX or FNGU.
Correlation
The correlation between FNGZX and FNGU is 0.68, 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.
Performance
FNGZX vs. FNGU - Performance Comparison
Key characteristics
FNGZX:
0.69
FNGU:
1.45
FNGZX:
1.07
FNGU:
1.94
FNGZX:
1.12
FNGU:
1.26
FNGZX:
0.32
FNGU:
2.27
FNGZX:
2.69
FNGU:
6.01
FNGZX:
3.96%
FNGU:
17.81%
FNGZX:
15.50%
FNGU:
74.13%
FNGZX:
-47.65%
FNGU:
-92.34%
FNGZX:
-21.50%
FNGU:
-3.02%
Returns By Period
In the year-to-date period, FNGZX achieves a 9.86% return, which is significantly lower than FNGU's 15.49% return.
FNGZX
9.86%
7.23%
3.88%
9.14%
1.54%
5.53%
FNGU
15.49%
12.90%
57.72%
112.69%
43.86%
N/A
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FNGZX vs. FNGU - Expense Ratio Comparison
FNGZX has a 0.86% expense ratio, which is lower than FNGU's 0.95% expense ratio.
Risk-Adjusted Performance
FNGZX vs. FNGU — Risk-Adjusted Performance Rank
FNGZX
FNGU
FNGZX vs. FNGU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin International Growth Fund (FNGZX) and MicroSectors FANG+™ Index 3X Leveraged ETN (FNGU). 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
FNGZX vs. FNGU - Dividend Comparison
FNGZX's dividend yield for the trailing twelve months is around 1.89%, while FNGU has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNGZX Franklin International Growth Fund | 1.89% | 2.08% | 0.00% | 1.74% | 1.09% | 0.03% | 0.30% | 0.39% | 0.53% | 0.89% | 0.36% | 0.60% |
FNGU MicroSectors FANG+™ Index 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNGZX vs. FNGU - Drawdown Comparison
The maximum FNGZX drawdown since its inception was -47.65%, smaller than the maximum FNGU drawdown of -92.34%. Use the drawdown chart below to compare losses from any high point for FNGZX and FNGU. For additional features, visit the drawdowns tool.
Volatility
FNGZX vs. FNGU - Volatility Comparison
The current volatility for Franklin International Growth Fund (FNGZX) is 5.20%, while MicroSectors FANG+™ Index 3X Leveraged ETN (FNGU) has a volatility of 20.80%. This indicates that FNGZX experiences smaller price fluctuations and is considered to be less risky than FNGU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.