BEN vs. SWPPX
Compare and contrast key facts about Franklin Resources, Inc. (BEN) and Schwab S&P 500 Index Fund (SWPPX).
SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
BEN vs. SWPPX - Performance Comparison
Loading graphics...
BEN vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 0.31% | 24.76% | -27.21% | 16.96% | -17.52% | 38.88% | 1.46% | -9.29% | -23.34% | 11.58% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, BEN achieves a 0.31% return, which is significantly higher than SWPPX's -4.39% return. Over the past 10 years, BEN has underperformed SWPPX with an annualized return of -0.21%, while SWPPX has yielded a comparatively higher 14.04% annualized return.
BEN
- 1D
- 4.61%
- 1M
- -9.70%
- YTD
- 0.31%
- 6M
- 5.03%
- 1Y
- 29.72%
- 3Y*
- 1.04%
- 5Y*
- 0.04%
- 10Y*
- -0.21%
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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. SWPPX — Risk / Return Rank
BEN
SWPPX
BEN vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.97 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.49 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.52 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.18 | 7.29 | -3.11 |
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 graphics...
Sharpe Ratios by Period
| BEN | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.97 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.70 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | 0.77 | -0.78 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.04 |
Correlation
The correlation between BEN and SWPPX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BEN vs. SWPPX - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.50%, more than SWPPX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 5.50% | 5.40% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
BEN vs. SWPPX - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for BEN and SWPPX.
Loading graphics...
Drawdown Indicators
| BEN | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.80% | -55.06% | -17.74% |
Max Drawdown (1Y)Largest decline over 1 year | -19.21% | -12.10% | -7.11% |
Max Drawdown (5Y)Largest decline over 5 years | -47.43% | -24.51% | -22.92% |
Max Drawdown (10Y)Largest decline over 10 years | -62.10% | -33.80% | -28.30% |
Current DrawdownCurrent decline from peak | -32.25% | -6.26% | -25.99% |
Average DrawdownAverage peak-to-trough decline | -22.91% | -10.00% | -12.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.58% | 2.52% | +5.06% |
Volatility
BEN vs. SWPPX - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 10.37% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.36%. This indicates that BEN's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BEN | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.37% | 5.36% | +5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 20.25% | 9.55% | +10.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.51% | 18.32% | +12.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.13% | 16.94% | +15.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.84% | 18.21% | +14.63% |