FHAIX vs. VOO
Compare and contrast key facts about Franklin High Income Fund (FHAIX) and Vanguard S&P 500 ETF (VOO).
FHAIX is managed by Franklin Templeton. It was launched on Dec 31, 1969. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHAIX or VOO.
Correlation
The correlation between FHAIX and VOO is 0.35, 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. VOO - Performance Comparison
Key characteristics
FHAIX:
1.57
VOO:
0.32
FHAIX:
2.31
VOO:
0.57
FHAIX:
1.53
VOO:
1.08
FHAIX:
1.78
VOO:
0.32
FHAIX:
9.74
VOO:
1.42
FHAIX:
0.74%
VOO:
4.19%
FHAIX:
4.57%
VOO:
18.73%
FHAIX:
-49.36%
VOO:
-33.99%
FHAIX:
-2.34%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FHAIX achieves a -0.20% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, FHAIX has underperformed VOO with an annualized return of 4.23%, while VOO has yielded a comparatively higher 11.66% annualized return.
FHAIX
-0.20%
-1.78%
-0.31%
7.20%
6.03%
4.23%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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FHAIX vs. VOO - Expense Ratio Comparison
FHAIX has a 0.77% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FHAIX vs. VOO — Risk-Adjusted Performance Rank
FHAIX
VOO
FHAIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin High Income Fund (FHAIX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FHAIX's dividend yield for the trailing twelve months is around 6.49%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAIX Franklin High Income Fund | 6.49% | 6.38% | 6.16% | 6.09% | 4.95% | 5.21% | 5.48% | 6.05% | 5.32% | 5.66% | 7.17% | 6.36% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FHAIX vs. VOO - Drawdown Comparison
The maximum FHAIX drawdown since its inception was -49.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FHAIX and VOO. For additional features, visit the drawdowns tool.
Volatility
FHAIX vs. VOO - Volatility Comparison
The current volatility for Franklin High Income Fund (FHAIX) is 2.44%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that FHAIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.