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Comparison report · official data side by side

FLESA vs FLES


FLESAFranklin Euro Short Maturity UCITS ETF (Acc)
IE000STIHQB2 · Bonds · EUR · 0-1 years · Eurozone
FLESFranklin Euro Short Maturity UCITS ETF (Dis)
IE00BFWXDY69 · Bonds · EUR · 0-1 years · Eurozone
Open the interactive comparison on rebalix.com →

Comparison window: 24 Apr 20238 Sept 2026 (max: from the most recent launch) · currency: 🇪🇺 EUR · inflation: 🇮🇹 Italy · distributions: reinvested where declared

Report produced on 10 September 2026 · data as of the dates shown per section
Sources: official issuer documents (KID, factsheet, declared NAV series and holdings), ESMA register, ECB rates, Eurostat
Public methodology: rebalix.com/en/methodology

Informational document generated by rebalix.com — facts side by side, no recommendations. It does not constitute investment advice or investment research under Directive 2014/65/EU (MiFID II). Past performance is not indicative of future results.

RebalixFLESA vs FLES · report of 10 September 2026

The funds at a glance

From official issuer documents and the ESMA register
FLESAIE000STIHQB2Franklin Euro Short Maturity UCITS ETF (Acc)Bonds · EUR · 0-1 years · Eurozone
Declared index
ICE BofA 0-1 Year Euro Broad Market Index
TER
0.15%
Transaction (KID)
0.03%
Fund size
598 mln EUR
Launch
24 Apr 2023
Currency
EUR
Replication
Active
Hedging
No
Holdings
82
Duration
0.92 yrs
Distributions 12m
acc.
Effective 🇮🇹 rate
17.22%
FLESIE00BFWXDY69Franklin Euro Short Maturity UCITS ETF (Dis)Bonds · EUR · 0-1 years · Eurozone
Declared index
ICE BofA 0-1 Year Euro Broad Market Index
TER
0.15%
Transaction (KID)
0.03%
Fund size
598 mln EUR
Launch
25 Jun 2018
Currency
EUR
Replication
Active
Hedging
No
Holdings
82
Duration
0.92 yrs
Distributions 12m
0.4906 EUR
Effective 🇮🇹 rate
17.22%

Tracking difference — year by year

Fund minus index, from issuer-declared series (complete calendar years). Each measures adherence to its OWN index.
FLESAn/d
not honestly computable
FLESn/d
not honestly computable
Rebalix · FLESA vs FLESsection 1 of 4
RebalixFLESA vs FLES · report of 10 September 2026
FLESAFranklin Euro Short Maturity UCITS ETF (Acc) · IE000STIHQB2 · Bonds · EUR · 0-1 years · Eurozone
FLESFranklin Euro Short Maturity UCITS ETF (Dis) · IE00BFWXDY69 · Bonds · EUR · 0-1 years · Eurozone

Performance over the period, in euro

From 24 Apr 2023 to 8 Sept 2026 · base 100 · ECB rates, dividends reinvested where declared
In euro (nominal)
100111100111111
In today’s purchasing power (net of Italy inflation)
100111100105105
FLESAFLES
Same scale in both panels: the gap between endpoints is Italian inflation over the period (Eurostat). Volatility stays nominal, as everywhere on the site.

How far they fell — drawdown from peak (nominal)

In euro · distance from the previous peak, day by day, on NAV: for distributing classes it includes ex-dividend drops (slightly deeper than total return)
0%-2%-4%FLESAFLES202420252026trough FLESA: −0.4% · 31 Oct 2025trough FLES: −2.6% · 11 Jun 2026
Filled area: FLESA; thin lines: the other funds.
The worst episode, fund by fund
FundMax drawdownTroughRecovery timeUnderwater
FLESA−0.4%31 Oct 202575 days76 days · back to break-even on 14 Jan 2026
FLES−2.6%11 Jun 2026not yet455 days (ongoing)
"Recovery time" = the climb only: trough to break-even (0%). "Underwater" = decline + recovery: peak to break-even.

Drawdown net of Italy inflation

Same curve in purchasing-power terms: as on the site, drawdown follows the real view (volatility stays nominal, per methodology)
0%-2%-4%-6%-8%-10%FLESAFLES202420252026trough FLESA: −3.8% · 01 May 2026trough FLES: −7.1% · 11 Jun 2026
In real terms declines are deeper and recoveries slower. Monthly price index (Eurostat), held at the last published value.
Rebalix · FLESA vs FLESsection 2 of 4
RebalixFLESA vs FLES · report of 10 September 2026
FLESAFranklin Euro Short Maturity UCITS ETF (Acc) · IE000STIHQB2 · Bonds · EUR · 0-1 years · Eurozone
FLESFranklin Euro Short Maturity UCITS ETF (Dis) · IE00BFWXDY69 · Bonds · EUR · 0-1 years · Eurozone

Geographic composition

% of portfolio, from full declared holdings
FLESAFLES

Sector composition

GICS sectors, same sources and dates
FLESAFLES

Portfolio overlap

81 common holdings · ticker match on full official portfolios
25%50%75%100%Weight of common holdings in FLESA100.0%Weight of common holdings in FLES100.0%Truly shared part (duplicated investment)100.0%
How the shared part is computed: for each security held by both funds, only the SMALLER of the two weights counts — a stock at 5% in one fund and 1% in the other overlaps by 1%, not 5%. Summed over all 81 common holdings this gives 100.0%: buying both funds, roughly this share of your money buys the same stocks twice.
Rebalix · FLESA vs FLESsection 3 of 4
RebalixFLESA vs FLES · report of 10 September 2026

Full comparison table

"—" = not published by the source, never estimated
FLESAFranklin Euro Short Maturity UCITS ETF (Acc) · IE000STIHQB2 · Bonds · EUR · 0-1 years · Eurozone
FLESFranklin Euro Short Maturity UCITS ETF (Dis) · IE00BFWXDY69 · Bonds · EUR · 0-1 years · Eurozone
MetricFLESAFLESNote
Identity
CategoryBonds · EUR · 0-1 years · EurozoneBonds · EUR · 0-1 years · EurozoneRebalix engine classification
ReplicationActiveActiveas declared by the issuer
Currency hedgingNoNosource: class name, factsheet
Income policyaccumulatingdistributing
Costs
TER0.15%0.15%from the KID
Transaction costs (KID)0.03%0.03%internal
All-in cost0.18%0.18%TER + transaction
Tracking difference (3a)vs its OWN index
Performance in euro (ECB rates)
1 year+1.7%+1.8%
3 years+9.5%+9.5%
5 years+11.4%
10 years— = series younger than the window
Risk · last 3 years
Volatility (ann.)+0.45%+2.32%
Max drawdown−0.36%−2.61%
Sharpe-0.50-1.08risk-free = ECB MRO avg
Sortino-0.65-1.08like Sharpe, downside only
Fixed income
Duration0.92 yrs (eff.)0.92 yrs (eff.)FLESA: issuer page 2 Sept 2026 · FLES: issuer page 2 Sept 2026
Duration bandshort (≤3 years)short (≤3 years)short ≤3 · medium 3–7 · long >7 yrs
Investment-grade sharenot declarednot declaredBBB−/Baa3 and above
Heaviest rating bucketnot declarednot declared
Most represented maturitynot declarednot declared
Distributions (fund currency)
Frequencyaccumulating classannual
Distributions, last 12 monthsaccumulating class0.4906 EURper share
Distribution yieldaccumulating class1.91%12 months / NAV
Last ex-dateaccumulating class11 Jun 2026 · 0.4906 EUR
Italian taxation
Effective capital-gains rate17.22%17.22%white list, current half-year
Documents & exchanges
Listing venues99ESMA register
Borsa Italiana tickerFLESAFLES
Indicative cumulative cost: on 10,000 euro over 5 years (stated assumption: 5%/yr growth, cost = TER + transaction) ~114 euro FLESA · ~114 euro FLES. Broker costs not included.

Disclaimer

This document is for information only and does not constitute investment advice under Directive 2014/65/EU (MiFID II), investment research, a personal recommendation, or an offer or solicitation to buy or sell financial instruments.

Past performance is not indicative of, nor a guarantee of, future results. The value of an investment can go down as well as up and investors may not get back the capital invested. Euro returns are affected by currency fluctuations.

Before any investment decision, read the KID and the Prospectus, available from the issuers. Tax treatment depends on individual circumstances and may change.

Data come from official issuer documents and public registers, following the public methodology at rebalix.com/en/methodology. "—" fields were not published by the source and have not been estimated. Rebalix receives no compensation from the issuers mentioned.

Rebalix · FLESA vs FLESsection 4 of 4