FLUD vs XJH

Comparison between FRANKLIN ULTRA SHORT BOND ETF (FLUD, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).

5-Year PerformanceXJH has outperformed FLUD, delivering a return of +8.0% compared to +3.6%

FLUD vs XJH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLUD(ETF)	XJH(ETF)
Net Assets	$395M	$395M
Expense Ratio	0.15%	0.12%
Max Drawdown	2.89%	25.71%
Sharpe Ratio	0.32	1.33
5Y Beta	0.00	0.99
P/E Ratio	N/A	26.19
Forward P/E	N/A	16.54
5Y Dividends CAGR	25.35%	20.75%
5Y EPS CAGR	N/A	12.23%
Debt to Equity	N/A	44.34%
P/S Ratio	N/A	1.53
P/B Ratio	N/A	2.72

Net Assets

Winner

FLUD

$395M

XJH

$395M

Expense Ratio

FLUD

0.15%

Winner

XJH

0.12%

Max Drawdown

Winner

FLUD

2.89%

XJH

25.71%

Sharpe Ratio

FLUD

0.32

Winner

XJH

1.33

5Y Beta

Winner

FLUD

0.00

XJH

0.99

P/E Ratio

FLUD

N/A

XJH

26.19

Forward P/E

FLUD

N/A

XJH

16.54

5Y Dividends CAGR

Winner

FLUD

25.35%

XJH

20.75%

5Y EPS CAGR

FLUD

N/A

XJH

12.23%

Debt to Equity

FLUD

N/A

XJH

44.34%

P/S Ratio

FLUD

N/A

XJH

1.53

P/B Ratio

FLUD

N/A

XJH

2.72

FLUD vs XJH - Historical Returns

Returns include dividend reinvestment.

Period	FLUD	XJH
1 month	+0.27%	+3.62%
3 months	+0.96%	+12.66%
6 months	+1.74%	+12.81%
1 year	+4.27%	+25.49%
5 years(CAGR)	+3.64%	+8.03%
Max(CAGR)	+3.24%	+15.02%

FLUD

+0.27%

Winner

XJH

+3.62%

FLUD

+0.96%

Winner

XJH

+12.66%

FLUD

+1.74%

Winner

XJH

+12.81%

FLUD

+4.27%

Winner

XJH

+25.49%

5Y(CAGR)

FLUD

+3.64%

Winner

XJH

+8.03%

Max(CAGR)

FLUD

+3.24%

Winner

XJH

+15.02%

FLUD vs XJH - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FLUD	XJH
2026	+1.54%	+13.54%
2025	+5.04%	+8.63%
2024	+5.42%	+12.53%
2023	+5.96%	+17.08%
2022	+0.18%	-14.48%
2021	+0.07%	+25.63%
2020	+0.77%	+29.59%

FLUD vs XJH Drawdown Comparison

The maximum drawdown for FLUD was -1.66%, occurring on Jun 14, 2022. Recovery took 349 trading sessions.

The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.

The current FLUD drawdown is -0.04%. The current XJH drawdown is -0.38%.

Rank	FLUD	XJH
#1	-1.66% Aug 24, 2021 - Jan 12, 2023	-25.06% Nov 16, 2021 - Feb 15, 2024
#2	-0.65% Mar 13, 2023 - Apr 11, 2023	-24.55% Nov 25, 2024 - Dec 10, 2025
#3	-0.59% Nov 25, 2024 - Jan 15, 2025	-9.61% Feb 20, 2026 - Apr 17, 2026
#4	-0.44% Oct 17, 2025 - Nov 18, 2025	-8.10% Jul 16, 2024 - Sep 19, 2024
#5	-0.40% Oct 7, 2024 - Oct 15, 2024	-7.62% Mar 28, 2024 - Jul 15, 2024
#6	-0.36% Feb 5, 2021 - Jun 24, 2021	-7.29% May 7, 2021 - Sep 2, 2021
#7	-0.31% Aug 8, 2025 - Aug 19, 2025	-6.13% Mar 15, 2021 - Apr 12, 2021
#8	-0.30% Sep 25, 2024 - Oct 1, 2024	-5.93% Oct 23, 2020 - Nov 5, 2020
#9	-0.30% Sep 19, 2024 - Sep 23, 2024	-5.17% Jan 20, 2021 - Feb 5, 2021
#10	-0.30% Mar 25, 2026 - Apr 1, 2026	-5.12% Sep 2, 2021 - Oct 20, 2021
#11	-0.29% Sep 5, 2025 - Sep 11, 2025	-4.91% Feb 24, 2021 - Mar 10, 2021
#12	-0.28% Jun 6, 2024 - Jun 25, 2024	-4.36% May 6, 2026 - May 26, 2026
#13	-0.28% Apr 4, 2025 - Apr 22, 2025	-3.42% Oct 18, 2024 - Nov 6, 2024
#14	-0.27% Aug 7, 2024 - Aug 26, 2024	-3.39% Nov 11, 2024 - Nov 22, 2024
#15	-0.26% Sep 22, 2025 - Oct 7, 2025	-2.80% Apr 20, 2026 - May 6, 2026