FHAIX vs. VGLT
Compare and contrast key facts about Franklin High Income Fund (FHAIX) and Vanguard Long-Term Treasury ETF (VGLT).
FHAIX is managed by Franklin Templeton. It was launched on Dec 31, 1969. VGLT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. Long Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHAIX or VGLT.
Correlation
The correlation between FHAIX and VGLT is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FHAIX vs. VGLT - Performance Comparison
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Key characteristics
FHAIX:
1.64
VGLT:
0.08
FHAIX:
2.43
VGLT:
0.19
FHAIX:
1.55
VGLT:
1.02
FHAIX:
1.91
VGLT:
0.02
FHAIX:
9.28
VGLT:
0.13
FHAIX:
0.83%
VGLT:
6.92%
FHAIX:
4.76%
VGLT:
13.08%
FHAIX:
-49.36%
VGLT:
-46.18%
FHAIX:
-0.05%
VGLT:
-39.46%
Returns By Period
In the year-to-date period, FHAIX achieves a 2.14% return, which is significantly higher than VGLT's 0.55% return. Over the past 10 years, FHAIX has outperformed VGLT with an annualized return of 4.43%, while VGLT has yielded a comparatively lower -0.42% annualized return.
FHAIX
2.14%
3.55%
2.02%
7.73%
6.80%
4.43%
VGLT
0.55%
-0.12%
-3.16%
1.01%
-8.90%
-0.42%
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FHAIX vs. VGLT - Expense Ratio Comparison
FHAIX has a 0.77% expense ratio, which is higher than VGLT's 0.04% expense ratio.
Risk-Adjusted Performance
FHAIX vs. VGLT — Risk-Adjusted Performance Rank
FHAIX
VGLT
FHAIX vs. VGLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin High Income Fund (FHAIX) and Vanguard Long-Term Treasury ETF (VGLT). 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.
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Dividends
FHAIX vs. VGLT - Dividend Comparison
FHAIX's dividend yield for the trailing twelve months is around 6.27%, more than VGLT's 4.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAIX Franklin High Income Fund | 6.27% | 6.74% | 6.09% | 5.97% | 5.62% | 5.19% | 5.45% | 6.01% | 5.49% | 5.84% | 7.19% | 6.36% |
VGLT Vanguard Long-Term Treasury ETF | 4.46% | 4.33% | 3.33% | 2.84% | 1.82% | 2.15% | 2.46% | 2.71% | 2.55% | 2.69% | 3.21% | 2.75% |
Drawdowns
FHAIX vs. VGLT - Drawdown Comparison
The maximum FHAIX drawdown since its inception was -49.36%, which is greater than VGLT's maximum drawdown of -46.18%. Use the drawdown chart below to compare losses from any high point for FHAIX and VGLT. For additional features, visit the drawdowns tool.
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Volatility
FHAIX vs. VGLT - Volatility Comparison
The current volatility for Franklin High Income Fund (FHAIX) is 1.90%, while Vanguard Long-Term Treasury ETF (VGLT) has a volatility of 3.54%. This indicates that FHAIX experiences smaller price fluctuations and is considered to be less risky than VGLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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