FLQM vs IYE
Comparison between FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF (FLQM, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).
5-Year PerformanceIYE has outperformed FLQM, delivering a return of +19.1% compared to +6.5%
FLQM vs IYE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FLQM
$1.70B
IYE
$1.70B
Expense Ratio
Winner
FLQM
0.30%
IYE
0.38%
Max Drawdown
Winner
FLQM
37.41%
IYE
78.21%
Sharpe Ratio
FLQM
0.43
Winner
IYE
1.70
5Y Beta
FLQM
0.75
Winner
IYE
0.59
P/E Ratio
Winner
FLQM
18.40
IYE
20.91
Forward P/E
Winner
FLQM
14.78
IYE
14.94
PEG Ratio
Winner
FLQM
0.13
IYE
0.82
5Y Dividends CAGR
Winner
FLQM
18.54%
IYE
11.55%
5Y EPS CAGR
FLQM
14.81%
Winner
IYE
22.38%
Debt to Equity
Winner
FLQM
-26.94%
IYE
40.52%
P/S Ratio
Winner
FLQM
1.40
IYE
1.73
P/B Ratio
FLQM
3.41
Winner
IYE
2.57
FLQM vs IYE - Holdings Comparison
FLQM and IYE have 9 common holdings. Overlap is 5.37%
FLQM's top 25 holdings weight is 27.60%. IYE's top 25 holdings weight is 94.36%.
| Rank | FLQM | IYE |
|---|---|---|
| #1 | TAPESTRY INC (TPR) - 1.33% | EXXON MOBIL CORP (XOM) - 22.44% |
| #2 | n/a (ODFL) - 1.33% | CHEVRON CORP (CVX) - 15.70% |
| #3 | GARMIN LTD (GRMN) - 1.24% | CONOCOPHILLIPS (COP) - 6.63% |
| #4 | CHENIERE ENERGY INC (LNG) - 1.20% | WILLIAMS COMPANIES INC (WMB) - 4.36% |
| #5 | ULTA BEAUTY INC (ULTA) - 1.19% | SLB LTD (SLB) - 3.76% |
| #6 | DOLLAR GENERAL CORP (DG) - 1.18% | EOG RESOURCES INC (EOG) - 3.60% |
| #7 | W.W. GRAINGER INC (GWW) - 1.18% | VALERO ENERGY CORP (VLO) - 3.50% |
| #8 | THE HERSHEY CO (HSY) - 1.18% | MARATHON PETROLEUM CORP (MPC) - 3.22% |
| #9 | FASTENAL CO (FAST) - 1.16% | PHILLIPS 66 (PSX) - 3.08% |
| #10 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.14% | KINDER MORGAN INC CLASS P (KMI) - 3.04% |
| #11 | EBAY INC (EBAY) - 1.12% | BAKER HUGHES CO CLASS A (BKR) - 2.95% |
| #12 | SYSCO CORP (SYY) - 1.11% | CHENIERE ENERGY INC (LNG) - 2.64% |
| #13 | CUMMINS INC (CMI) - 1.10% | ONEOK INC (OKE) - 2.52% |
| #14 | THE KROGER CO (KR) - 1.09% | TARGA RESOURCES CORP (TRGP) - 2.41% |
| #15 | TEXAS PACIFIC LAND CORP (TPL) - 1.08% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.90% |
| #16 | YUM BRANDS INC (YUM) - 1.04% | DIAMONDBACK ENERGY INC (FANG) - 1.73% |
| #17 | ARCH CAPITAL GROUP LTD (ACGL) - 1.02% | EQT CORP (EQT) - 1.65% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.00% | HALLIBURTON CO (HAL) - 1.47% |
| #19 | DEVON ENERGY CORP (DVN) - 0.99% | TECHNIPFMC PLC (FTI) - 1.38% |
| #20 | MSCI INC (MSCI) - 0.99% | DEVON ENERGY CORP (DVN) - 1.35% |
| #21 | WILLIAMS-SONOMA INC (WSM) - 0.99% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17% |
| #22 | RESMED INC (RMD) - 0.99% | TEXAS PACIFIC LAND CORP (TPL) - 1.10% |
| #23 | ELECTRONIC ARTS INC (EA) - 0.99% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05% |
| #24 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 0.98% | FIRST SOLAR INC (FSLR) - 0.96% |
| #25 | AMERICAN WATER WORKS CO INC (AWK) - 0.98% | OVINTIV INC (OVV) - 0.75% |
| Total Holdings | 206 | 41 |
FLQM vs IYE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FLQM
-0.17%
IYE
-4.01%
3M
FLQM
-3.07%
Winner
IYE
+4.75%
6M
FLQM
+1.98%
Winner
IYE
+25.73%
1Y
FLQM
+7.97%
Winner
IYE
+39.95%
5Y(CAGR)
FLQM
+6.53%
Winner
IYE
+19.13%
10Y(CAGR)
Winner
FLQM
+10.65%
IYE
+8.79%
Max(CAGR)
Winner
FLQM
+10.65%
IYE
+7.27%
FLQM vs IYE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | FLQM | IYE |
|---|---|---|
| 2026 | -0.09% | +22.32% |
| 2025 | +5.53% | +6.06% |
| 2024 | +14.77% | +5.01% |
| 2023 | +17.70% | +1.78% |
| 2022 | -12.00% | +55.61% |
| 2021 | +30.56% | +53.06% |
| 2020 | +15.29% | -34.05% |
| 2019 | +28.84% | +7.69% |
| 2018 | -4.18% | -20.69% |
| 2017 | +10.32% | -3.06% |
| 2016 | N/A | +25.79% |
| 2015 | N/A | -22.56% |
| 2014 | N/A | -8.39% |
| 2013 | N/A | +22.67% |
| 2012 | N/A | +1.63% |
| 2011 | N/A | +2.91% |
| 2010 | N/A | +15.56% |
| 2009 | N/A | +13.70% |
| 2008 | N/A | -37.78% |
| 2007 | N/A | +41.04% |
| 2006 | N/A | +15.31% |
| 2005 | N/A | +39.26% |
| 2004 | N/A | +32.27% |
| 2003 | N/A | +24.20% |
| 2002 | N/A | -15.27% |
| 2001 | N/A | -11.91% |
| 2000 | N/A | +6.75% |
FLQM vs IYE Drawdown Comparison
The maximum drawdown for FLQM was -37.25%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The current FLQM drawdown is -3.65%. The current IYE drawdown is -10.74%.
| Rank | FLQM | IYE |
|---|---|---|
| #1 | -37.25% Feb 19, 2020 - Sep 2, 2020 | -73.74% Jun 23, 2014 - May 6, 2022 |
| #2 | -22.51% Dec 31, 2021 - Dec 14, 2023 | -55.81% May 20, 2008 - Sep 18, 2013 |
| #3 | -19.70% Nov 25, 2024 - Jan 6, 2026 | -39.58% May 18, 2001 - Jun 23, 2004 |
| #4 | -17.73% Sep 25, 2018 - Mar 29, 2019 | -25.60% Jun 7, 2022 - Oct 28, 2022 |
| #5 | -7.76% Sep 2, 2020 - Oct 9, 2020 | -20.37% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -7.56% Feb 6, 2026 - Mar 27, 2026 | -18.82% Nov 15, 2022 - Mar 21, 2024 |
| #7 | -7.14% Jan 25, 2018 - Jun 13, 2018 | -16.18% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -6.80% Jul 24, 2019 - Oct 28, 2019 | -15.79% Sep 29, 2005 - Jan 17, 2006 |
| #9 | -6.72% Mar 28, 2024 - Jul 16, 2024 | -15.40% May 10, 2006 - Nov 9, 2006 |
| #10 | -6.62% May 3, 2019 - Jul 3, 2019 | -14.87% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -6.23% Sep 2, 2021 - Nov 3, 2021 | -14.10% Mar 9, 2001 - Apr 26, 2001 |
| #12 | -5.85% Nov 16, 2021 - Dec 27, 2021 | -12.60% Apr 5, 2024 - Nov 20, 2024 |
| #13 | -5.38% Oct 12, 2020 - Nov 5, 2020 | -12.57% Jul 19, 2007 - Sep 18, 2007 |
| #14 | -5.37% Jul 31, 2024 - Aug 21, 2024 | -12.38% Oct 12, 2000 - Mar 7, 2001 |
| #15 | -4.51% Feb 12, 2021 - Mar 11, 2021 | -12.31% Dec 14, 2006 - Apr 4, 2007 |
Correlation
Correlation between FLQM and IYE is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2000 - 2026)
FLQM vs IYE dividend yield comparison.
| Year | FLQM | IYE |
|---|---|---|
| 2026 | 0.23% | 0.52% |
| 2025 | 1.49% | 2.85% |
| 2024 | 1.28% | 2.75% |
| 2023 | 1.27% | 2.99% |
| 2022 | 1.33% | 3.37% |
| 2021 | 1.05% | 2.98% |
| 2020 | 1.10% | 4.75% |
| 2019 | 1.37% | 6.60% |
| 2018 | 1.42% | 3.16% |
| 2017 | 1.15% | 2.66% |
| 2016 | 0.00% | 2.11% |
| 2015 | 0.00% | 3.39% |
| 2014 | 0.00% | 2.05% |
| 2013 | 0.00% | 1.54% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.40% |
| 2010 | 0.00% | 1.28% |
| 2009 | 0.00% | 1.47% |
| 2008 | 0.00% | 1.54% |
| 2007 | 0.00% | 0.82% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 0.93% |
| 2004 | 0.00% | 1.18% |
| 2003 | 0.00% | 1.48% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.30% |
| 2000 | 0.00% | 0.48% |
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