DIVI vs. ^SP500TR

In the year-to-date period, DIVI achieves a 15.93% return, which is significantly higher than ^SP500TR's 1.81% return.

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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.

The current DIVI Sharpe Ratio is 0.59, which is comparable to the ^SP500TR Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of DIVI and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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.

The current volatility for Franklin International Core Dividend Tilt Index ETF (DIVI) is 3.31%, while S&P 500 Total Return (^SP500TR) has a volatility of 5.42%. 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.