BEN vs. SCHW
BEN (Franklin Resources, Inc.) and SCHW (The Charles Schwab Corporation) are both stocks. Both are in the Financial Services sector — BEN in Asset Management, SCHW in Capital Markets. Over the past 10 years, BEN returned 4.28%/yr vs 13.40%/yr for SCHW. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
BEN vs. SCHW - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BEN achieves a 33.31% return, which is significantly higher than SCHW's -11.23% return. Over the past 10 years, BEN has underperformed SCHW with an annualized return of 4.28%, while SCHW has yielded a comparatively higher 13.40% annualized return.
BEN
- 1D
- 0.19%
- 1M
- 1.10%
- YTD
- 33.31%
- 6M
- 39.64%
- 1Y
- 51.74%
- 3Y*
- 11.88%
- 5Y*
- 2.91%
- 10Y*
- 4.28%
SCHW
- 1D
- -0.86%
- 1M
- -0.60%
- YTD
- -11.23%
- 6M
- -5.92%
- 1Y
- 1.07%
- 3Y*
- 18.65%
- 5Y*
- 5.26%
- 10Y*
- 13.40%
BEN vs. SCHW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 33.31% | 24.76% | -27.21% | 16.96% | -17.52% | 38.88% | 1.46% | -9.29% | -23.34% | 11.58% |
SCHW The Charles Schwab Corporation | -11.23% | 36.65% | 9.17% | -15.97% | 0.11% | 60.23% | 13.57% | 16.38% | -18.43% | 31.15% |
Correlation
The correlation between BEN and SCHW is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jul 3, 1989 | 0.53 |
The correlation between BEN and SCHW shifts across timeframes, from 0.39 (1 year) to 0.58 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BEN:
$16.27B
SCHW:
$154.32B
BEN:
$1.57
SCHW:
$5.26
BEN:
19.99
SCHW:
16.74
BEN:
1.80
SCHW:
6.53
BEN:
1.34
SCHW:
57.15K
BEN:
$9.03B
SCHW:
$24.17B
BEN:
$6.66B
SCHW:
$18.86B
BEN:
$1.77B
SCHW:
$13.11B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BEN vs. SCHW — Risk / Return Rank
BEN
SCHW
BEN vs. SCHW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and The Charles Schwab Corporation (SCHW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BEN | SCHW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.85 | ||
| Sortino ratioReturn per unit of downside risk | +2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.03 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 0.05 | +2.65 |
| Martin ratioReturn relative to average drawdown | 6.80 | 0.13 | +6.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BEN | SCHW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 0.04 | +1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.16 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.40 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.42 | +0.04 |
Drawdowns
BEN vs. SCHW - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for BEN and SCHW.
Loading charts...
Drawdown Indicators
| BEN | SCHW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.80% | -86.79% | +13.99% |
Max Drawdown (1Y)Largest decline over 1 year | -19.21% | -19.83% | +0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -40.01% | -27.11% | -12.90% |
Max Drawdown (5Y)Largest decline over 5 years | -47.43% | -49.70% | +2.27% |
Max Drawdown (10Y)Largest decline over 10 years | -62.10% | -51.08% | -11.02% |
Current DrawdownCurrent decline from peak | -9.96% | -17.27% | +7.31% |
Average DrawdownAverage peak-to-trough decline | -22.88% | -35.54% | +12.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.63% | 8.26% | -0.63% |
Volatility
BEN vs. SCHW - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 8.66% compared to The Charles Schwab Corporation (SCHW) at 7.73%. This indicates that BEN's price experiences larger fluctuations and is considered to be riskier than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BEN | SCHW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.66% | 7.73% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 21.42% | 19.69% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.56% | 24.04% | +3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.13% | 32.24% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.96% | 33.42% | -0.46% |
Dividends
BEN vs. SCHW - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 4.14%, more than SCHW's 1.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 4.14% | 5.40% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% |
SCHW The Charles Schwab Corporation | 1.34% | 1.08% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% |
Financials
BEN vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. and The Charles Schwab Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BEN vs. SCHW - Profitability Comparison
BEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Franklin Resources, Inc. reported a gross profit of 1.21B and revenue of 2.29B. Therefore, the gross margin over that period was 52.8%.
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported a gross profit of 1.03B and revenue of 3.14B. Therefore, the gross margin over that period was 32.7%.
BEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Franklin Resources, Inc. reported an operating income of 323.30M and revenue of 2.29B, resulting in an operating margin of 14.1%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported an operating income of -730.00M and revenue of 3.14B, resulting in an operating margin of -23.2%.
BEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Franklin Resources, Inc. reported a net income of 346.60M and revenue of 2.29B, resulting in a net margin of 15.1%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported a net income of 2.48B and revenue of 3.14B, resulting in a net margin of 78.9%.
Frequently Asked Questions
BEN and SCHW have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEN has higher volatility (8.66%) compared to SCHW (7.73%). In terms of maximum drawdown, BEN dropped -72.80% vs SCHW's -86.79%.
BEN currently has the higher Sharpe Ratio (1.89 vs 0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BEN and SCHW
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer