DIVI vs. ^GSPC
Compare and contrast key facts about Franklin International Core Dividend Tilt Index ETF (DIVI) and S&P 500 (^GSPC).
DIVI is an actively managed fund by Franklin. It was launched on Jun 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVI or ^GSPC.
Correlation
The correlation between DIVI and ^GSPC is 0.69, 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.
Performance
DIVI vs. ^GSPC - Performance Comparison
Key characteristics
DIVI:
0.25
^GSPC:
1.90
DIVI:
0.42
^GSPC:
2.54
DIVI:
1.05
^GSPC:
1.35
DIVI:
0.31
^GSPC:
2.87
DIVI:
0.74
^GSPC:
11.84
DIVI:
4.32%
^GSPC:
2.06%
DIVI:
12.96%
^GSPC:
12.86%
DIVI:
-27.76%
^GSPC:
-56.78%
DIVI:
-8.96%
^GSPC:
-2.30%
Returns By Period
In the year-to-date period, DIVI achieves a 0.90% return, which is significantly lower than ^GSPC's 1.16% return.
DIVI
0.90%
-1.40%
-5.00%
4.87%
6.17%
N/A
^GSPC
1.16%
-2.04%
6.47%
24.84%
12.36%
11.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
DIVI vs. ^GSPC — Risk-Adjusted Performance Rank
DIVI
^GSPC
DIVI vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin International Core Dividend Tilt Index ETF (DIVI) and S&P 500 (^GSPC). 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.
Drawdowns
DIVI vs. ^GSPC - Drawdown Comparison
The maximum DIVI drawdown since its inception was -27.76%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for DIVI and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
DIVI vs. ^GSPC - Volatility Comparison
The current volatility for Franklin International Core Dividend Tilt Index ETF (DIVI) is 3.60%, while S&P 500 (^GSPC) has a volatility of 4.97%. This indicates that DIVI experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.