IVLU vs. FLQH
Compare and contrast key facts about iShares MSCI Intl Value Factor ETF (IVLU) and Franklin LibertyQ International Equity Hedged ETF (FLQH).
IVLU and FLQH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVLU is a passively managed fund by iShares that tracks the performance of the MSCI World ex USA Enhanced Value. It was launched on Jun 16, 2015. FLQH is a passively managed fund by Franklin Templeton that tracks the performance of the LibertyQ International Equity Hedged Index. It was launched on Jun 1, 2016. Both IVLU and FLQH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVLU or FLQH.
Key characteristics
| IVLU | FLQH |
|---|
Correlation
The correlation between IVLU and FLQH is 0.71, 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.
Performance
IVLU vs. FLQH - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IVLU vs. FLQH - Expense Ratio Comparison
IVLU has a 0.30% expense ratio, which is lower than FLQH's 0.40% expense ratio.
Risk-Adjusted Performance
IVLU vs. FLQH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Intl Value Factor ETF (IVLU) and Franklin LibertyQ International Equity Hedged ETF (FLQH). 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
IVLU vs. FLQH - Dividend Comparison
IVLU's dividend yield for the trailing twelve months is around 4.55%, while FLQH has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVLU iShares MSCI Intl Value Factor ETF | 4.55% | 4.69% | 3.59% | 3.25% | 2.05% | 3.53% | 2.82% | 2.87% | 2.53% | 0.93% |
FLQH Franklin LibertyQ International Equity Hedged ETF | 3.83% | 3.17% | 0.87% | 2.77% | 6.23% | 1.61% | 5.67% | 4.02% | 11.56% | 0.00% |
Drawdowns
IVLU vs. FLQH - Drawdown Comparison
Volatility
IVLU vs. FLQH - Volatility Comparison
iShares MSCI Intl Value Factor ETF (IVLU) has a higher volatility of 4.13% compared to Franklin LibertyQ International Equity Hedged ETF (FLQH) at 0.00%. This indicates that IVLU's price experiences larger fluctuations and is considered to be riskier than FLQH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.