UNA.AS vs. FLSW
UNA.AS (Unilever PLC) is a stock, while FLSW (Franklin FTSE Switzerland ETF) is Europe Equities fund tracking the FTSE Switzerland RIC Capped Index. Over the past 5 years, UNA.AS returned 2.76%/yr vs 7.81%/yr for FLSW. At a 0.32 correlation, their price movements are largely independent.
Performance
UNA.AS vs. FLSW - Performance Comparison
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Different Trading Currencies
UNA.AS is traded in EUR, while FLSW is traded in USD. To make them comparable, the FLSW values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, UNA.AS achieves a -12.88% return, which is significantly lower than FLSW's 2.99% return.
UNA.AS
- 1D
- 0.35%
- 1M
- -3.39%
- YTD
- -12.88%
- 6M
- -6.35%
- 1Y
- -11.69%
- 3Y*
- 3.63%
- 5Y*
- 2.76%
- 10Y*
- —
FLSW
- 1D
- -1.39%
- 1M
- 1.87%
- YTD
- 2.99%
- 6M
- 5.70%
- 1Y
- 11.06%
- 3Y*
- 8.63%
- 5Y*
- 7.81%
- 10Y*
- —
UNA.AS vs. FLSW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UNA.AS Unilever PLC | -12.88% | 3.73% | 29.86% | -2.64% | 3.83% | -1.17% | 3.26% |
FLSW Franklin FTSE Switzerland ETF | 2.99% | 17.14% | 4.71% | 13.28% | -13.07% | 29.86% | 2.64% |
Correlation
The correlation between UNA.AS and FLSW is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2020 | 0.32 |
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Return for Risk
UNA.AS vs. FLSW — Risk / Return Rank
UNA.AS
FLSW
UNA.AS vs. FLSW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (UNA.AS) and Franklin FTSE Switzerland ETF (FLSW). 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.
| UNA.AS | FLSW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.46 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.15 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 0.97 | -1.47 |
| Martin ratioReturn relative to average drawdown | -1.14 | 3.28 | -4.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UNA.AS | FLSW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.65 | 0.82 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.58 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.64 | -0.44 |
Drawdowns
UNA.AS vs. FLSW - Drawdown Comparison
The maximum UNA.AS drawdown since its inception was -23.14%, smaller than the maximum FLSW drawdown of -28.67%. Use the drawdown chart below to compare losses from any high point for UNA.AS and FLSW.
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Drawdown Indicators
| UNA.AS | FLSW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.14% | -28.67% | +5.53% |
Max Drawdown (1Y)Largest decline over 1 year | -23.14% | -11.48% | -11.66% |
Max Drawdown (3Y)Largest decline over 3 years | -23.14% | -13.81% | -9.33% |
Max Drawdown (5Y)Largest decline over 5 years | -23.14% | -18.13% | -5.01% |
Current DrawdownCurrent decline from peak | -22.88% | -4.60% | -18.28% |
Average DrawdownAverage peak-to-trough decline | -6.45% | -4.61% | -1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.23% | 3.38% | +6.85% |
Volatility
UNA.AS vs. FLSW - Volatility Comparison
Unilever PLC (UNA.AS) has a higher volatility of 5.30% compared to Franklin FTSE Switzerland ETF (FLSW) at 4.47%. This indicates that UNA.AS's price experiences larger fluctuations and is considered to be riskier than FLSW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNA.AS | FLSW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 4.47% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 15.55% | 10.47% | +5.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.92% | 13.63% | +4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.81% | 13.43% | +4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.81% | 15.95% | +1.86% |
Dividends
UNA.AS vs. FLSW - Dividend Comparison
UNA.AS's dividend yield for the trailing twelve months is around 4.09%, more than FLSW's 2.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
FLSW Franklin FTSE Switzerland ETF | 2.08% | 2.12% | 2.04% | 2.36% | 2.02% | 1.86% | 2.28% | 1.15% | 2.86% |
UNA.AS Unilever PLC | 4.09% | 3.66% | 3.50% | 4.31% | 4.03% | 4.02% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UNA.AS and FLSW have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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