LDIFX vs. FGQD.L
Compare and contrast key facts about Franklin Global Dividend Fund (LDIFX) and Fidelity Global Quality Income ETF (FGQD.L).
LDIFX is managed by Legg Mason. It was launched on Feb 27, 2013. FGQD.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity Global Quality Income index. It was launched on Mar 27, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LDIFX or FGQD.L.
Correlation
The correlation between LDIFX and FGQD.L is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LDIFX vs. FGQD.L - Performance Comparison
Key characteristics
Returns By Period
LDIFX
N/A
N/A
N/A
N/A
N/A
N/A
FGQD.L
3.08%
-1.08%
6.79%
11.98%
10.56%
N/A
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LDIFX vs. FGQD.L - Expense Ratio Comparison
LDIFX has a 0.81% expense ratio, which is higher than FGQD.L's 0.40% expense ratio.
Risk-Adjusted Performance
LDIFX vs. FGQD.L — Risk-Adjusted Performance Rank
LDIFX
FGQD.L
LDIFX vs. FGQD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Dividend Fund (LDIFX) and Fidelity Global Quality Income ETF (FGQD.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.
Dividends
LDIFX vs. FGQD.L - Dividend Comparison
LDIFX has not paid dividends to shareholders, while FGQD.L's dividend yield for the trailing twelve months is around 2.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDIFX Franklin Global Dividend Fund | 100.03% | 100.03% | 3.73% | 6.04% | 6.75% | 2.31% | 4.85% | 5.67% | 2.52% | 3.59% | 2.15% | 6.87% |
FGQD.L Fidelity Global Quality Income ETF | 2.24% | 2.31% | 2.78% | 2.69% | 2.46% | 2.60% | 2.44% | 2.70% | 1.56% | 0.00% | 0.00% | 0.00% |
Drawdowns
LDIFX vs. FGQD.L - Drawdown Comparison
Volatility
LDIFX vs. FGQD.L - Volatility Comparison
The current volatility for Franklin Global Dividend Fund (LDIFX) is 0.00%, while Fidelity Global Quality Income ETF (FGQD.L) has a volatility of 2.88%. This indicates that LDIFX experiences smaller price fluctuations and is considered to be less risky than FGQD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.