FFOG vs. ATFV
Compare and contrast key facts about Franklin Focused Growth ETF (FFOG) and Alger 35 ETF (ATFV).
FFOG and ATFV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FFOG is an actively managed fund by Franklin. It was launched on Apr 12, 2016. ATFV is a passively managed fund by Alger Group Holdings LLC that tracks the performance of the S&P 500. It was launched on May 4, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFOG or ATFV.
Key characteristics
| FFOG | ATFV | |
|---|---|---|
| YTD Return | 37.05% | 38.96% |
| 1Y Return | 51.60% | 57.29% |
| Sharpe Ratio | 2.50 | 2.68 |
| Sortino Ratio | 3.22 | 3.34 |
| Omega Ratio | 1.44 | 1.43 |
| Calmar Ratio | 3.46 | 1.65 |
| Martin Ratio | 13.04 | 15.01 |
| Ulcer Index | 4.02% | 3.87% |
| Daily Std Dev | 21.00% | 21.69% |
| Max Drawdown | -15.14% | -45.34% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FFOG and ATFV is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FFOG vs. ATFV - Performance Comparison
In the year-to-date period, FFOG achieves a 37.05% return, which is significantly lower than ATFV's 38.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FFOG vs. ATFV - Expense Ratio Comparison
Both FFOG and ATFV have an expense ratio of 0.55%.
Risk-Adjusted Performance
FFOG vs. ATFV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Focused Growth ETF (FFOG) and Alger 35 ETF (ATFV). 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.
Dividends
FFOG vs. ATFV - Dividend Comparison
FFOG has not paid dividends to shareholders, while ATFV's dividend yield for the trailing twelve months is around 0.01%.
| TTM | 2023 | 2022 | |
|---|---|---|---|
FFOG Franklin Focused Growth ETF | 0.00% | 0.00% | 0.00% |
ATFV Alger 35 ETF | 0.01% | 0.01% | 0.05% |
Drawdowns
FFOG vs. ATFV - Drawdown Comparison
The maximum FFOG drawdown since its inception was -15.14%, smaller than the maximum ATFV drawdown of -45.34%. Use the drawdown chart below to compare losses from any high point for FFOG and ATFV. For additional features, visit the drawdowns tool.
Volatility
FFOG vs. ATFV - Volatility Comparison
Franklin Focused Growth ETF (FFOG) and Alger 35 ETF (ATFV) have volatilities of 6.01% and 6.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.