FCEUX vs. ORDNX
Compare and contrast key facts about Franklin U.S. Core Equity (IU) Fund Advisor (FCEUX) and North Square Preferred and Income Securities Fund (ORDNX).
FCEUX is managed by Franklin Templeton. It was launched on Aug 1, 2019. ORDNX is managed by North Square. It was launched on Jun 28, 2013.
Performance
FCEUX vs. ORDNX - Performance Comparison
Loading graphics...
FCEUX vs. ORDNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FCEUX Franklin U.S. Core Equity (IU) Fund Advisor | -4.21% | 18.76% | 31.47% | 22.29% | -14.71% | 31.00% | 19.13% | 7.05% |
ORDNX North Square Preferred and Income Securities Fund | -0.77% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 12.29% | 8.80% |
Returns By Period
In the year-to-date period, FCEUX achieves a -4.21% return, which is significantly lower than ORDNX's -0.77% return.
FCEUX
- 1D
- 3.05%
- 1M
- -4.88%
- YTD
- -4.21%
- 6M
- -0.99%
- 1Y
- 18.86%
- 3Y*
- 19.67%
- 5Y*
- 13.49%
- 10Y*
- —
ORDNX
- 1D
- 0.43%
- 1M
- -1.55%
- YTD
- -0.77%
- 6M
- -0.18%
- 1Y
- 5.08%
- 3Y*
- 12.10%
- 5Y*
- 7.57%
- 10Y*
- 11.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCEUX vs. ORDNX - Expense Ratio Comparison
FCEUX has a 0.00% expense ratio, which is lower than ORDNX's 1.27% expense ratio.
Return for Risk
FCEUX vs. ORDNX — Risk / Return Rank
FCEUX
ORDNX
FCEUX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Core Equity (IU) Fund Advisor (FCEUX) and North Square Preferred and Income Securities Fund (ORDNX). 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.
| FCEUX | ORDNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.92 | -0.83 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.42 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.43 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.87 | -0.20 |
Martin ratioReturn relative to average drawdown | 8.22 | 7.04 | +1.18 |
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
| FCEUX | ORDNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.92 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 1.08 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.73 | +0.07 |
Correlation
The correlation between FCEUX and ORDNX is 0.59, 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
FCEUX vs. ORDNX - Dividend Comparison
FCEUX's dividend yield for the trailing twelve months is around 3.80%, less than ORDNX's 6.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCEUX Franklin U.S. Core Equity (IU) Fund Advisor | 3.80% | 3.64% | 8.90% | 1.45% | 8.08% | 8.52% | 2.20% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
ORDNX North Square Preferred and Income Securities Fund | 6.74% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Drawdowns
FCEUX vs. ORDNX - Drawdown Comparison
The maximum FCEUX drawdown since its inception was -33.57%, roughly equal to the maximum ORDNX drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for FCEUX and ORDNX.
Loading graphics...
Drawdown Indicators
| FCEUX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.57% | -34.40% | +0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.97% | -2.66% | -9.31% |
Max Drawdown (5Y)Largest decline over 5 years | -23.03% | -18.77% | -4.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.40% | — |
Current DrawdownCurrent decline from peak | -5.69% | -2.15% | -3.54% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -3.86% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 0.71% | +1.73% |
Volatility
FCEUX vs. ORDNX - Volatility Comparison
Franklin U.S. Core Equity (IU) Fund Advisor (FCEUX) has a higher volatility of 5.46% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.18%. This indicates that FCEUX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FCEUX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 1.18% | +4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 1.74% | +8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.84% | 2.66% | +15.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 7.08% | +9.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.95% | 14.24% | +5.71% |