FHAIX vs. VGSH
Compare and contrast key facts about Franklin High Income Fund (FHAIX) and Vanguard Short-Term Treasury ETF (VGSH).
FHAIX is managed by Franklin Templeton. It was launched on Dec 31, 1969. VGSH is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-3 Year 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 VGSH.
Correlation
The correlation between FHAIX and VGSH is 0.02, 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. VGSH - Performance Comparison
Key characteristics
FHAIX:
2.43
VGSH:
2.57
FHAIX:
4.06
VGSH:
3.96
FHAIX:
1.96
VGSH:
1.53
FHAIX:
7.63
VGSH:
4.55
FHAIX:
26.36
VGSH:
10.97
FHAIX:
0.37%
VGSH:
0.40%
FHAIX:
3.98%
VGSH:
1.72%
FHAIX:
-49.35%
VGSH:
-5.70%
FHAIX:
0.00%
VGSH:
0.00%
Returns By Period
In the year-to-date period, FHAIX achieves a 1.15% return, which is significantly higher than VGSH's 0.36% return. Over the past 10 years, FHAIX has outperformed VGSH with an annualized return of 4.80%, while VGSH has yielded a comparatively lower 1.33% annualized return.
FHAIX
1.15%
1.15%
3.83%
9.08%
4.85%
4.80%
VGSH
0.36%
0.55%
2.25%
4.31%
1.34%
1.33%
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FHAIX vs. VGSH - Expense Ratio Comparison
FHAIX has a 0.77% expense ratio, which is higher than VGSH's 0.04% expense ratio.
Risk-Adjusted Performance
FHAIX vs. VGSH — Risk-Adjusted Performance Rank
FHAIX
VGSH
FHAIX vs. VGSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin High Income Fund (FHAIX) and Vanguard Short-Term Treasury ETF (VGSH). 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
FHAIX vs. VGSH - Dividend Comparison
FHAIX's dividend yield for the trailing twelve months is around 5.74%, more than VGSH's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAIX Franklin High Income Fund | 5.74% | 6.38% | 6.16% | 6.09% | 4.95% | 5.21% | 5.48% | 6.05% | 5.32% | 6.15% | 7.17% | 6.36% |
VGSH Vanguard Short-Term Treasury ETF | 4.17% | 4.19% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% |
Drawdowns
FHAIX vs. VGSH - Drawdown Comparison
The maximum FHAIX drawdown since its inception was -49.35%, which is greater than VGSH's maximum drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for FHAIX and VGSH. For additional features, visit the drawdowns tool.
Volatility
FHAIX vs. VGSH - Volatility Comparison
Franklin High Income Fund (FHAIX) has a higher volatility of 1.15% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.36%. This indicates that FHAIX's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.