SRIU.L vs. FLQA.L
SRIU.L (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and FLQA.L (Franklin FTSE Asia ex China ex Japan UCITS ETF USD (Acc)) are both exchange-traded funds - SRIU.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while FLQA.L is a Asia Pacific Equities fund tracking the Linked FTSE Asia ex Japan ex China Index - Net Return. Both are passively managed. Over the past 5 years, SRIU.L returned 11.11%/yr vs 12.74%/yr for FLQA.L. A 0.51 correlation means they provide meaningful diversification when combined. SRIU.L charges 0.22%/yr vs 0.14%/yr for FLQA.L.
Performance
SRIU.L vs. FLQA.L - Performance Comparison
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Different Trading Currencies
SRIU.L is traded in GBp, while FLQA.L is traded in USD. To make them comparable, the FLQA.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, SRIU.L achieves a 11.80% return, which is significantly lower than FLQA.L's 30.36% return.
SRIU.L
- 1D
- -1.03%
- 1M
- -2.44%
- 6M
- 9.40%
- YTD
- 11.80%
- 1Y
- 19.66%
- 3Y*
- 14.99%
- 5Y*
- 11.11%
- 10Y*
- —
FLQA.L
- 1D
- -1.70%
- 1M
- -12.65%
- 6M
- 21.93%
- YTD
- 30.36%
- 1Y
- 47.65%
- 3Y*
- 23.13%
- 5Y*
- 12.74%
- 10Y*
- —
SRIU.L vs. FLQA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SRIU.L UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 11.80% | 3.18% | 21.26% | 25.24% | -16.33% | 32.89% | 21.42% |
FLQA.L Franklin FTSE Asia ex China ex Japan UCITS ETF USD (Acc) | 30.36% | 20.59% | 9.64% | 6.42% | -2.58% | 5.56% | 9.31% |
Correlation
The correlation between SRIU.L and FLQA.L is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since May 13, 2020 | 0.51 |
The correlation between SRIU.L and FLQA.L shifts across timeframes, from 0.50 (5 years) to 0.63 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SRIU.L vs. FLQA.L — Risk / Return Rank
SRIU.L
FLQA.L
SRIU.L vs. FLQA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L) and Franklin FTSE Asia ex China ex Japan UCITS ETF USD (Acc) (FLQA.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.
| SRIU.L | FLQA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 3.07 | -1.05 |
| Martin ratioReturn relative to average drawdown | 6.38 | 10.98 | -4.60 |
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Drawdowns
SRIU.L vs. FLQA.L - Drawdown Comparison
The maximum SRIU.L drawdown since its inception was -22.95%, which is greater than FLQA.L's maximum drawdown of -20.97%. Use the drawdown chart below to compare losses from any high point for SRIU.L and FLQA.L.
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Drawdown Indicators
| SRIU.L | FLQA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.95% | -20.97% | -1.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -15.46% | +5.75% |
Max Drawdown (3Y)Largest decline over 3 years | -22.56% | -19.58% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -22.95% | -19.58% | -3.37% |
Current DrawdownCurrent decline from peak | -4.56% | -15.46% | +10.90% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -4.06% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 4.33% | -1.25% |
Volatility
SRIU.L vs. FLQA.L - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L) is 5.08%, while Franklin FTSE Asia ex China ex Japan UCITS ETF USD (Acc) (FLQA.L) has a volatility of 10.51%. This indicates that SRIU.L experiences smaller price fluctuations and is considered to be less risky than FLQA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRIU.L | FLQA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 10.51% | -5.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.30% | 21.94% | -11.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.18% | 24.07% | -10.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.94% | 16.61% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.95% | 17.88% | -1.93% |
SRIU.L vs. FLQA.L - Expense Ratio Comparison
SRIU.L has a 0.22% expense ratio, which is higher than FLQA.L's 0.14% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
SRIU.L vs. FLQA.L - Dividend Comparison
SRIU.L's dividend yield for the trailing twelve months is around 0.71%, while FLQA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
FLQA.L Franklin FTSE Asia ex China ex Japan UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SRIU.L UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis | 0.71% | 0.98% | 0.51% | 0.94% | 1.08% | 0.79% | 0.21% |
Frequently Asked Questions
SRIU.L and FLQA.L have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FLQA.L is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FLQA.L is cheaper with a 0.14% expense ratio, compared with 0.22% for SRIU.L.
SRIU.L is categorized as Large Cap Blend Equities, while FLQA.L is Asia Pacific Equities. SRIU.L tracks Russell 1000 TR USD, while FLQA.L tracks Linked FTSE Asia ex Japan ex China Index - Net Return. They also come from different issuers: UBS and Franklin. Their fees differ too: 0.22% for SRIU.L and 0.14% for FLQA.L.
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