JPTS.L vs. FLXX.L
JPTS.L (JPM USD Ultra-Short Income Active UCITS ETF USD (Dist)) and FLXX.L (Franklin Global Quality Dividend UCITS ETF USD (Dist)) are both exchange-traded funds - JPTS.L is a Ultrashort Bond fund actively managed by JPMorgan, while FLXX.L is a Dividend fund tracking the LibertyQ Global Dividend Index - Net Return. JPTS.L is actively managed, while FLXX.L is passively managed. Over the past 5 years, JPTS.L returned 4.17%/yr vs 10.14%/yr for FLXX.L. At a 0.17 correlation, their price movements are largely independent. JPTS.L charges 0.18%/yr vs 0.30%/yr for FLXX.L.
Performance
JPTS.L vs. FLXX.L - Performance Comparison
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Returns By Period
In the year-to-date period, JPTS.L achieves a 1.83% return, which is significantly lower than FLXX.L's 12.48% return.
JPTS.L
- 1D
- 0.24%
- 1M
- -0.20%
- 6M
- 1.14%
- YTD
- 1.83%
- 1Y
- 3.80%
- 3Y*
- 4.09%
- 5Y*
- 4.17%
- 10Y*
- —
FLXX.L
- 1D
- 0.68%
- 1M
- -0.18%
- 6M
- 8.58%
- YTD
- 12.48%
- 1Y
- 18.80%
- 3Y*
- 14.72%
- 5Y*
- 10.14%
- 10Y*
- —
JPTS.L vs. FLXX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JPTS.L JPM USD Ultra-Short Income Active UCITS ETF USD (Dist) | 1.83% | -2.07% | 7.29% | -0.72% | 13.11% | 1.38% | -1.15% | 0.16% | -20.16% |
FLXX.L Franklin Global Quality Dividend UCITS ETF USD (Dist) | 12.48% | 6.53% | 17.14% | 4.43% | 1.45% | 20.91% | 1.97% | 19.18% | 2.32% |
Correlation
The correlation between JPTS.L and FLXX.L is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2018 | 0.17 |
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Return for Risk
JPTS.L vs. FLXX.L — Risk / Return Rank
JPTS.L
FLXX.L
JPTS.L vs. FLXX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM USD Ultra-Short Income Active UCITS ETF USD (Dist) (JPTS.L) and Franklin Global Quality Dividend UCITS ETF USD (Dist) (FLXX.L). 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.
| JPTS.L | FLXX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.39 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 3.26 | -2.39 |
| Martin ratioReturn relative to average drawdown | 2.22 | 12.21 | -9.99 |
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Drawdowns
JPTS.L vs. FLXX.L - Drawdown Comparison
The maximum JPTS.L drawdown since its inception was -30.07%, which is greater than FLXX.L's maximum drawdown of -26.51%. Use the drawdown chart below to compare losses from any high point for JPTS.L and FLXX.L.
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Drawdown Indicators
| JPTS.L | FLXX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.07% | -26.51% | -3.56% |
Max Drawdown (1Y)Largest decline over 1 year | -4.35% | -5.74% | +1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -9.36% | -14.05% | +4.69% |
Max Drawdown (5Y)Largest decline over 5 years | -15.32% | -14.05% | -1.27% |
Current DrawdownCurrent decline from peak | -4.15% | -2.11% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -13.92% | -3.38% | -10.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 1.54% | +0.17% |
Volatility
JPTS.L vs. FLXX.L - Volatility Comparison
The current volatility for JPM USD Ultra-Short Income Active UCITS ETF USD (Dist) (JPTS.L) is 1.23%, while Franklin Global Quality Dividend UCITS ETF USD (Dist) (FLXX.L) has a volatility of 4.04%. This indicates that JPTS.L experiences smaller price fluctuations and is considered to be less risky than FLXX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPTS.L | FLXX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 4.04% | -2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 4.68% | 7.41% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.37% | 9.07% | -2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.32% | 11.05% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.95% | 13.05% | -0.10% |
JPTS.L vs. FLXX.L - Expense Ratio Comparison
JPTS.L has a 0.18% expense ratio, which is lower than FLXX.L's 0.30% expense ratio.
Dividends
JPTS.L vs. FLXX.L - Dividend Comparison
JPTS.L's dividend yield for the trailing twelve months is around 4.11%, more than FLXX.L's 2.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FLXX.L Franklin Global Quality Dividend UCITS ETF USD (Dist) | 2.50% | 2.70% | 2.40% | 2.79% | 2.97% | 2.30% | 2.58% | 3.30% | 3.23% | 0.45% |
JPTS.L JPM USD Ultra-Short Income Active UCITS ETF USD (Dist) | 4.11% | 4.38% | 5.19% | 4.55% | 1.16% | 0.66% | 2.03% | 2.76% | 1.74% | 0.00% |
Frequently Asked Questions
JPTS.L and FLXX.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPTS.L is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPTS.L is cheaper with a 0.18% expense ratio, compared with 0.30% for FLXX.L.
JPTS.L is categorized as Ultrashort Bond, while FLXX.L is Dividend. They also come from different issuers: JPMorgan and Franklin. Their fees differ too: 0.18% for JPTS.L and 0.30% for FLXX.L.
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