FLMX vs. EWZS - ETF Comparison
FLMX - Franklin FTSE Mexico ETF
The Franklin FTSE Mexico ETF (FLMX) tracks a market-cap weighted index of large and mid-size companies in Mexico, offering a broad-based exposure to the country's equity market. With a lower expense ratio compared to its iShares rival, this ETF provides an attractive option for investors seeking tactical exposure to Mexico.
EWZS - iShares MSCI Brazil Small-Cap ETF
The iShares MSCI Brazil Small-Cap ETF provides targeted exposure to small-cap companies in Brazil, offering a way to fine-tune equity portfolios and capitalize on perceived mispricings. With a market capitalization-weighted approach, this fund provides a broad-based representation of the Brazilian economy, with a focus on small-cap companies that may offer higher returns over the long run.
| FLMX | EWZS | |
|---|---|---|
| Fund Name | Franklin FTSE Mexico ETF | iShares MSCI Brazil Small-Cap ETF |
| Fund Provider | Franklin Templeton | BlackRock |
| Index | FTSE Mexico RIC Capped Index | MSCI Brazil Small Cap |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.19% | 0.59% |
| Inception Date | 2017-11-03 | 2010-09-29 |
| Number Of Holdings | 40 | 85 |
| Region | Latin America | Latin America |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Small-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.