UMBMX vs. FLQM
Compare and contrast key facts about Carillon Scout Mid Cap Fund (UMBMX) and Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM).
UMBMX is managed by Carillon Family of Funds. It was launched on Oct 31, 2006. FLQM is a passively managed fund by Franklin Templeton that tracks the performance of the LibertyQ U.S. Mid Cap Equity Index. It was launched on Apr 26, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMBMX or FLQM.
Correlation
The correlation between UMBMX and FLQM is 0.83, 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
UMBMX vs. FLQM - Performance Comparison
Key characteristics
UMBMX:
0.25
FLQM:
0.95
UMBMX:
0.42
FLQM:
1.42
UMBMX:
1.08
FLQM:
1.17
UMBMX:
0.27
FLQM:
1.51
UMBMX:
0.80
FLQM:
3.50
UMBMX:
6.40%
FLQM:
3.41%
UMBMX:
20.07%
FLQM:
12.62%
UMBMX:
-53.84%
FLQM:
-37.26%
UMBMX:
-16.24%
FLQM:
-6.44%
Returns By Period
In the year-to-date period, UMBMX achieves a 3.11% return, which is significantly higher than FLQM's 0.87% return.
UMBMX
3.11%
-2.17%
-5.33%
3.08%
4.66%
4.52%
FLQM
0.87%
-2.98%
0.87%
10.48%
11.62%
N/A
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UMBMX vs. FLQM - Expense Ratio Comparison
UMBMX has a 0.95% expense ratio, which is higher than FLQM's 0.30% expense ratio.
Risk-Adjusted Performance
UMBMX vs. FLQM — Risk-Adjusted Performance Rank
UMBMX
FLQM
UMBMX vs. FLQM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Scout Mid Cap Fund (UMBMX) and Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM). 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
UMBMX vs. FLQM - Dividend Comparison
UMBMX's dividend yield for the trailing twelve months is around 0.51%, less than FLQM's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMBMX Carillon Scout Mid Cap Fund | 0.51% | 0.53% | 0.17% | 1.14% | 0.08% | 0.20% | 0.67% | 0.55% | 0.28% | 0.58% | 0.90% | 0.10% |
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF | 1.27% | 1.28% | 1.27% | 1.33% | 1.05% | 1.09% | 1.36% | 1.45% | 1.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
UMBMX vs. FLQM - Drawdown Comparison
The maximum UMBMX drawdown since its inception was -53.84%, which is greater than FLQM's maximum drawdown of -37.26%. Use the drawdown chart below to compare losses from any high point for UMBMX and FLQM. For additional features, visit the drawdowns tool.
Volatility
UMBMX vs. FLQM - Volatility Comparison
Carillon Scout Mid Cap Fund (UMBMX) has a higher volatility of 4.42% compared to Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) at 3.18%. This indicates that UMBMX's price experiences larger fluctuations and is considered to be riskier than FLQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.