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FVUI.DE vs. XYLD.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FVUI.DE vs. XYLD.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Franklin USD Investment Grade Corporate Bond UCITS ETF (FVUI.DE) and Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D (XYLD.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, FVUI.DE achieves a 1.32% return, which is significantly lower than XYLD.DE's 1.60% return.


FVUI.DE

1D
0.08%
1M
1.16%
YTD
1.32%
6M
0.52%
1Y
3.14%
3Y*
1.75%
5Y*
0.97%
10Y*

XYLD.DE

1D
-0.01%
1M
1.12%
YTD
1.60%
6M
0.96%
1Y
2.06%
3Y*
1.98%
5Y*
2.51%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FVUI.DE vs. XYLD.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FVUI.DE
Franklin USD Investment Grade Corporate Bond UCITS ETF
1.32%-4.78%7.37%2.60%-8.69%4.81%-0.94%16.34%0.00%
XYLD.DE
Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D
1.60%-5.84%10.46%1.93%-3.25%8.11%0.18%19.31%-0.36%

Correlation

The correlation between FVUI.DE and XYLD.DE is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.77

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

0.74

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

0.55

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2018

0.41

Over the past year, FVUI.DE and XYLD.DE have become more correlated (0.77) than their long-term average of 0.41, meaning their price movements have been converging.

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Return for Risk

FVUI.DE vs. XYLD.DE — Risk / Return Rank

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

FVUI.DE
FVUI.DE Risk / Return Rank: 1717
Overall Rank
FVUI.DE Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
FVUI.DE Sortino Ratio Rank: 1515
Sortino Ratio Rank
FVUI.DE Omega Ratio Rank: 1515
Omega Ratio Rank
FVUI.DE Calmar Ratio Rank: 1919
Calmar Ratio Rank
FVUI.DE Martin Ratio Rank: 1818
Martin Ratio Rank

XYLD.DE
XYLD.DE Risk / Return Rank: 1414
Overall Rank
XYLD.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
XYLD.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
XYLD.DE Omega Ratio Rank: 1212
Omega Ratio Rank
XYLD.DE Calmar Ratio Rank: 1515
Calmar Ratio Rank
XYLD.DE Martin Ratio Rank: 1515
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.

FVUI.DE vs. XYLD.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin USD Investment Grade Corporate Bond UCITS ETF (FVUI.DE) and Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D (XYLD.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.


FVUI.DEXYLD.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.21

Omega ratioGain probability vs. loss probability

1.08

1.06

+0.03

Calmar ratioReturn relative to maximum drawdown

0.78

0.52

+0.26

Martin ratioReturn relative to average drawdown

1.84

1.24

+0.59

FVUI.DE vs. XYLD.DE - Sharpe Ratio Comparison

The current FVUI.DE Sharpe Ratio is 0.45, which is higher than the XYLD.DE Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of FVUI.DE and XYLD.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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Sharpe Ratios by Period


FVUI.DEXYLD.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

0.32

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

0.35

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.58

-0.30

Drawdowns

FVUI.DE vs. XYLD.DE - Drawdown Comparison

The maximum FVUI.DE drawdown since its inception was -16.78%, roughly equal to the maximum XYLD.DE drawdown of -16.92%. Use the drawdown chart below to compare losses from any high point for FVUI.DE and XYLD.DE.


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Drawdown Indicators


FVUI.DEXYLD.DEDifference

Max Drawdown

Largest peak-to-trough decline

-16.78%

-16.92%

+0.14%

Max Drawdown (1Y)

Largest decline over 1 year

-3.55%

-3.30%

-0.25%

Max Drawdown (3Y)

Largest decline over 3 years

-11.53%

-10.33%

-1.20%

Max Drawdown (5Y)

Largest decline over 5 years

-13.77%

-11.09%

-2.68%

Current Drawdown

Current decline from peak

-6.12%

-6.41%

+0.29%

Average Drawdown

Average peak-to-trough decline

-6.88%

-4.13%

-2.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.51%

1.40%

+0.11%

Volatility

FVUI.DE vs. XYLD.DE - Volatility Comparison

Franklin USD Investment Grade Corporate Bond UCITS ETF (FVUI.DE) has a higher volatility of 1.38% compared to Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D (XYLD.DE) at 0.83%. This indicates that FVUI.DE's price experiences larger fluctuations and is considered to be riskier than XYLD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FVUI.DEXYLD.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.38%

0.83%

+0.55%

Volatility (6M)

Calculated over the trailing 6-month period

4.44%

3.68%

+0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

6.12%

5.44%

+0.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.35%

7.00%

+2.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.95%

7.66%

+5.29%

FVUI.DE vs. XYLD.DE - Expense Ratio Comparison

FVUI.DE has a 0.35% expense ratio, which is higher than XYLD.DE's 0.16% expense ratio.


Dividends

FVUI.DE vs. XYLD.DE - Dividend Comparison

FVUI.DE's dividend yield for the trailing twelve months is around 3.48%, more than XYLD.DE's 3.18% yield.


PositionTTM20252024202320222021202020192018
FVUI.DE
Franklin USD Investment Grade Corporate Bond UCITS ETF
3.48%3.53%3.94%3.22%2.63%1.81%2.06%2.99%1.40%
XYLD.DE
Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 1D
3.18%3.52%2.90%2.74%5.87%3.00%3.60%2.59%0.00%

Frequently Asked Questions


FVUI.DE and XYLD.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XYLD.DE is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XYLD.DE is cheaper with a 0.16% expense ratio, compared with 0.35% for FVUI.DE.

FVUI.DE tracks Franklin USD Investment Grade Corporate Bond, while XYLD.DE tracks Bloomberg US Corp Bond TR USD. They also come from different issuers: Franklin Templeton and Xtrackers. Their fees differ too: 0.35% for FVUI.DE and 0.16% for XYLD.DE.

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