DIVI vs. ^SP500TR
Compare and contrast key facts about Franklin International Core Dividend Tilt Index ETF (DIVI) and S&P 500 Total Return (^SP500TR).
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 ^SP500TR.
Correlation
The correlation between DIVI and ^SP500TR 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. ^SP500TR - Performance Comparison
Key characteristics
DIVI:
0.64
^SP500TR:
0.54
DIVI:
1.01
^SP500TR:
0.88
DIVI:
1.14
^SP500TR:
1.13
DIVI:
0.77
^SP500TR:
0.56
DIVI:
2.26
^SP500TR:
2.30
DIVI:
4.97%
^SP500TR:
4.55%
DIVI:
17.41%
^SP500TR:
19.44%
DIVI:
-27.76%
^SP500TR:
-55.25%
DIVI:
-1.33%
^SP500TR:
-9.86%
Returns By Period
In the year-to-date period, DIVI achieves a 11.83% return, which is significantly higher than ^SP500TR's -5.68% return.
DIVI
11.83%
2.04%
6.86%
11.28%
12.20%
N/A
^SP500TR
-5.68%
-0.91%
-4.24%
9.81%
15.89%
12.27%
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Risk-Adjusted Performance
DIVI vs. ^SP500TR — Risk-Adjusted Performance Rank
DIVI
^SP500TR
DIVI vs. ^SP500TR - 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 Total Return (^SP500TR). 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. ^SP500TR - Drawdown Comparison
The maximum DIVI drawdown since its inception was -27.76%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for DIVI and ^SP500TR. For additional features, visit the drawdowns tool.
Volatility
DIVI vs. ^SP500TR - Volatility Comparison
The current volatility for Franklin International Core Dividend Tilt Index ETF (DIVI) is 11.48%, while S&P 500 Total Return (^SP500TR) has a volatility of 14.21%. This indicates that DIVI experiences smaller price fluctuations and is considered to be less risky than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.