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 0.01, 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:
1.99
VGSH:
2.24
FHAIX:
3.19
VGSH:
3.43
FHAIX:
1.70
VGSH:
1.45
FHAIX:
6.59
VGSH:
4.02
FHAIX:
20.49
VGSH:
9.76
FHAIX:
0.40%
VGSH:
0.40%
FHAIX:
4.16%
VGSH:
1.75%
FHAIX:
-51.73%
VGSH:
-5.70%
FHAIX:
-0.63%
VGSH:
-0.51%
Returns By Period
In the year-to-date period, FHAIX achieves a 7.74% return, which is significantly higher than VGSH's 3.70% return. Over the past 10 years, FHAIX has outperformed VGSH with an annualized return of 4.70%, while VGSH has yielded a comparatively lower 1.32% annualized return.
FHAIX
7.74%
-0.57%
3.91%
8.27%
4.67%
4.70%
VGSH
3.70%
0.34%
2.55%
3.86%
1.31%
1.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 5.83%, more than VGSH's 3.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAIX Franklin High Income Fund | 5.83% | 6.16% | 6.09% | 4.95% | 5.21% | 5.48% | 6.05% | 5.32% | 5.66% | 7.17% | 6.36% | 6.35% |
VGSH Vanguard Short-Term Treasury ETF | 3.84% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% | 0.34% |
Drawdowns
FHAIX vs. VGSH - Drawdown Comparison
The maximum FHAIX drawdown since its inception was -51.73%, 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 1.30% 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.