FNGZX vs. FNGU

In the year-to-date period, FNGZX achieves a 9.86% return, which is significantly higher than FNGU's -25.65% return.

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

FNGZX has a 0.86% expense ratio, which is lower than FNGU's 0.95% expense ratio.

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.

The current FNGZX Sharpe Ratio is 0.41, which is higher than the FNGU Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of FNGZX and FNGU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNGZX's dividend yield for the trailing twelve months is around 1.89%, while FNGU has not paid dividends to shareholders.

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.

The current volatility for Franklin International Growth Fund (FNGZX) is 4.22%, while MicroSectors FANG+™ Index 3X Leveraged ETN (FNGU) has a volatility of 10.08%. 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.