XJH vs FLUD

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

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

XJH vs FLUD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XJH(ETF)	FLUD(ETF)
Net Assets	$395M	$395M
Expense Ratio	0.12%	0.15%
Max Drawdown	25.71%	2.89%
Sharpe Ratio	1.29	0.40
5Y Beta	0.99	0.00
P/E Ratio	26.19	N/A
Forward P/E	16.53	N/A
5Y Dividends CAGR	20.75%	25.35%
5Y EPS CAGR	12.23%	N/A
Debt to Equity	44.34%	N/A
P/S Ratio	1.53	N/A
P/B Ratio	2.72	N/A

Net Assets

XJH

$395M

Winner

FLUD

$395M

Expense Ratio

Winner

XJH

0.12%

FLUD

0.15%

Max Drawdown

XJH

25.71%

Winner

FLUD

2.89%

Sharpe Ratio

Winner

XJH

1.29

FLUD

0.40

5Y Beta

XJH

0.99

Winner

FLUD

0.00

P/E Ratio

XJH

26.19

FLUD

N/A

Forward P/E

XJH

16.53

FLUD

N/A

5Y Dividends CAGR

XJH

20.75%

Winner

FLUD

25.35%

5Y EPS CAGR

XJH

12.23%

FLUD

N/A

Debt to Equity

XJH

44.34%

FLUD

N/A

P/S Ratio

XJH

1.53

FLUD

N/A

P/B Ratio

XJH

2.72

FLUD

N/A

XJH vs FLUD - Historical Returns

Returns include dividend reinvestment.

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

Winner

XJH

+3.62%

FLUD

+0.27%

Winner

XJH

+12.66%

FLUD

+0.96%

Winner

XJH

+12.81%

FLUD

+1.74%

Winner

XJH

+25.49%

FLUD

+4.27%

5Y(CAGR)

Winner

XJH

+8.03%

FLUD

+3.64%

Max(CAGR)

Winner

XJH

+15.02%

FLUD

+3.24%

XJH vs FLUD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

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

XJH vs FLUD Drawdown Comparison

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

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

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

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