IUSA.MI vs. FLXI.DE
IUSA.MI (iShares Core S&P 500 UCITS ETF USD Dist) and FLXI.DE (Franklin FTSE India UCITS ETF) are both exchange-traded funds - IUSA.MI is a S&P 500 fund tracking the S&P 500 Index, while FLXI.DE is a Asia Pacific Equities fund tracking the FTSE India 30/18 Capped. Both are passively managed. Over the past 5 years, IUSA.MI returned 14.11%/yr vs 6.23%/yr for FLXI.DE. At a 0.45 correlation, their price movements are largely independent. IUSA.MI charges 0.07%/yr vs 0.19%/yr for FLXI.DE.
Performance
IUSA.MI vs. FLXI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSA.MI achieves a 11.78% return, which is significantly higher than FLXI.DE's -4.45% return.
IUSA.MI
- 1D
- 0.00%
- 1M
- 1.14%
- YTD
- 11.78%
- 6M
- 12.16%
- 1Y
- 25.85%
- 3Y*
- 19.30%
- 5Y*
- 14.11%
- 10Y*
- 15.21%
FLXI.DE
- 1D
- -0.60%
- 1M
- 3.96%
- YTD
- -4.45%
- 6M
- -5.34%
- 1Y
- -6.72%
- 3Y*
- 5.67%
- 5Y*
- 6.23%
- 10Y*
- —
IUSA.MI vs. FLXI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUSA.MI iShares Core S&P 500 UCITS ETF USD Dist | 11.78% | 4.30% | 33.67% | 22.28% | -14.70% | 40.93% | 7.52% | 12.35% |
FLXI.DE Franklin FTSE India UCITS ETF | -4.45% | -8.72% | 16.97% | 17.28% | -1.80% | 35.51% | 1.87% | 1.08% |
Correlation
The correlation between IUSA.MI and FLXI.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | 0.45 |
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Return for Risk
IUSA.MI vs. FLXI.DE — Risk / Return Rank
IUSA.MI
FLXI.DE
IUSA.MI vs. FLXI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.MI) and Franklin FTSE India UCITS ETF (FLXI.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUSA.MI | FLXI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.68 | ||
| Sortino ratioReturn per unit of downside risk | +3.59 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 0.94 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 3.64 | -0.40 | +4.04 |
| Martin ratioReturn relative to average drawdown | 12.88 | -0.86 | +13.74 |
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Drawdowns
IUSA.MI vs. FLXI.DE - Drawdown Comparison
The maximum IUSA.MI drawdown since its inception was -47.45%, which is greater than FLXI.DE's maximum drawdown of -40.58%. Use the drawdown chart below to compare losses from any high point for IUSA.MI and FLXI.DE.
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Drawdown Indicators
| IUSA.MI | FLXI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.45% | -40.58% | -6.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.16% | -16.84% | +9.68% |
Max Drawdown (3Y)Largest decline over 3 years | -23.27% | -24.76% | +1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -23.27% | -24.76% | +1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | — | — |
Current DrawdownCurrent decline from peak | -0.05% | -17.03% | +16.98% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -7.86% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 7.83% | -5.81% |
Volatility
IUSA.MI vs. FLXI.DE - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.MI) is 3.31%, while Franklin FTSE India UCITS ETF (FLXI.DE) has a volatility of 4.31%. This indicates that IUSA.MI experiences smaller price fluctuations and is considered to be less risky than FLXI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSA.MI | FLXI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 4.31% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.96% | 12.58% | -4.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.69% | 15.09% | -3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 15.89% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 19.94% | -3.82% |
IUSA.MI vs. FLXI.DE - Expense Ratio Comparison
IUSA.MI has a 0.07% expense ratio, which is lower than FLXI.DE's 0.19% 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%.
Dividends
IUSA.MI vs. FLXI.DE - Dividend Comparison
IUSA.MI's dividend yield for the trailing twelve months is around 0.86%, while FLXI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLXI.DE Franklin FTSE India UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSA.MI iShares Core S&P 500 UCITS ETF USD Dist | 0.86% | 0.94% | 0.99% | 1.26% | 1.47% | 0.99% | 1.40% | 1.49% | 1.71% | 1.52% | 1.38% | 1.52% |
Frequently Asked Questions
IUSA.MI and FLXI.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.MI is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.MI is cheaper with a 0.07% expense ratio, compared with 0.19% for FLXI.DE.
IUSA.MI is categorized as S&P 500, while FLXI.DE is Asia Pacific Equities. IUSA.MI tracks S&P 500 Index, while FLXI.DE tracks FTSE India 30/18 Capped. They also come from different issuers: iShares and Franklin Templeton. Their fees differ too: 0.07% for IUSA.MI and 0.19% for FLXI.DE.
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