XCX5.L vs. FLIN
Compare and contrast key facts about Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) and Franklin FTSE India ETF (FLIN).
XCX5.L and FLIN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCX5.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI India NR USD. It was launched on Jun 24, 2010. FLIN is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE India RIC Capped Index. It was launched on Feb 6, 2018. Both XCX5.L and FLIN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCX5.L or FLIN.
Key characteristics
| XCX5.L | FLIN | |
|---|---|---|
| YTD Return | 19.16% | 20.54% |
| 1Y Return | 26.61% | 31.26% |
| 3Y Return (Ann) | 11.35% | 9.74% |
| 5Y Return (Ann) | 14.54% | 15.90% |
| Sharpe Ratio | 1.75 | 2.12 |
| Daily Std Dev | 15.30% | 14.59% |
| Max Drawdown | -41.74% | -41.90% |
| Current Drawdown | -1.04% | 0.00% |
Correlation
The correlation between XCX5.L and FLIN is 0.80, 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
XCX5.L vs. FLIN - Performance Comparison
In the year-to-date period, XCX5.L achieves a 19.16% return, which is significantly lower than FLIN's 20.54% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XCX5.L vs. FLIN - Expense Ratio Comparison
XCX5.L has a 0.75% expense ratio, which is higher than FLIN's 0.19% expense ratio.
Risk-Adjusted Performance
XCX5.L vs. FLIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) and Franklin FTSE India ETF (FLIN). 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
XCX5.L vs. FLIN - Dividend Comparison
XCX5.L has not paid dividends to shareholders, while FLIN's dividend yield for the trailing twelve months is around 1.46%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
XCX5.L Xtrackers MSCI India Swap UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FLIN Franklin FTSE India ETF | 1.46% | 0.73% | 0.73% | 2.26% | 0.68% | 0.90% | 0.92% |
Drawdowns
XCX5.L vs. FLIN - Drawdown Comparison
The maximum XCX5.L drawdown since its inception was -41.74%, roughly equal to the maximum FLIN drawdown of -41.90%. Use the drawdown chart below to compare losses from any high point for XCX5.L and FLIN. For additional features, visit the drawdowns tool.
Volatility
XCX5.L vs. FLIN - Volatility Comparison
Xtrackers MSCI India Swap UCITS ETF 1C (XCX5.L) and Franklin FTSE India ETF (FLIN) have volatilities of 2.68% and 2.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.