FQCHX vs. BATEX
Compare and contrast key facts about Franklin Templeton SMACS: Series CH (FQCHX) and BlackRock Allocation Target Shares Series E Portfolio (BATEX).
FQCHX is managed by Franklin Templeton. It was launched on Jun 2, 2019. BATEX is managed by BlackRock. It was launched on Aug 3, 2014.
Performance
FQCHX vs. BATEX - Performance Comparison
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FQCHX vs. BATEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FQCHX Franklin Templeton SMACS: Series CH | -0.39% | 4.96% | 8.85% | 4.90% | -13.94% | 6.00% | 4.25% | 4.13% |
BATEX BlackRock Allocation Target Shares Series E Portfolio | -0.39% | 3.22% | 4.74% | 6.45% | -14.23% | 8.28% | 5.77% | 4.03% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FQCHX at -0.39% and BATEX at -0.39%.
FQCHX
- 1D
- 0.35%
- 1M
- -1.61%
- YTD
- -0.39%
- 6M
- 1.61%
- 1Y
- 3.08%
- 3Y*
- 5.16%
- 5Y*
- 1.43%
- 10Y*
- —
BATEX
- 1D
- 0.51%
- 1M
- -2.17%
- YTD
- -0.39%
- 6M
- 0.76%
- 1Y
- 1.94%
- 3Y*
- 3.68%
- 5Y*
- 0.78%
- 10Y*
- 2.99%
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FQCHX vs. BATEX - Expense Ratio Comparison
FQCHX has a 0.00% expense ratio, which is lower than BATEX's 0.11% expense ratio. Despite the difference, 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
FQCHX vs. BATEX — Risk / Return Rank
FQCHX
BATEX
FQCHX vs. BATEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Templeton SMACS: Series CH (FQCHX) and BlackRock Allocation Target Shares Series E Portfolio (BATEX). 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.
| FQCHX | BATEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.29 | +0.31 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.44 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.10 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.43 | +0.42 |
Martin ratioReturn relative to average drawdown | 2.45 | 1.09 | +1.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FQCHX | BATEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.29 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.14 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.59 | -0.21 |
Correlation
The correlation between FQCHX and BATEX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FQCHX vs. BATEX - Dividend Comparison
FQCHX's dividend yield for the trailing twelve months is around 5.57%, more than BATEX's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FQCHX Franklin Templeton SMACS: Series CH | 5.57% | 7.32% | 6.12% | 3.92% | 4.22% | 3.39% | 3.35% | 3.17% | 0.00% | 0.00% | 0.00% | 0.00% |
BATEX BlackRock Allocation Target Shares Series E Portfolio | 4.70% | 5.01% | 3.74% | 2.98% | 5.41% | 3.29% | 3.50% | 3.80% | 4.75% | 2.88% | 0.98% | 0.13% |
Drawdowns
FQCHX vs. BATEX - Drawdown Comparison
The maximum FQCHX drawdown since its inception was -21.05%, which is greater than BATEX's maximum drawdown of -19.90%. Use the drawdown chart below to compare losses from any high point for FQCHX and BATEX.
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Drawdown Indicators
| FQCHX | BATEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.05% | -19.90% | -1.15% |
Max Drawdown (1Y)Largest decline over 1 year | -5.55% | -7.14% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -21.05% | -19.90% | -1.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.90% | — |
Current DrawdownCurrent decline from peak | -1.95% | -2.45% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -5.75% | -4.08% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.80% | -0.88% |
Volatility
FQCHX vs. BATEX - Volatility Comparison
Franklin Templeton SMACS: Series CH (FQCHX) and BlackRock Allocation Target Shares Series E Portfolio (BATEX) have volatilities of 1.39% and 1.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FQCHX | BATEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.39% | 1.45% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 2.16% | 2.34% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.85% | 7.69% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 5.73% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.62% | 5.87% | +0.75% |