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 0.34, 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. VOO - Performance Comparison
Key characteristics
FHAIX:
2.11
VOO:
1.99
FHAIX:
3.45
VOO:
2.65
FHAIX:
1.79
VOO:
1.36
FHAIX:
6.64
VOO:
3.03
FHAIX:
22.84
VOO:
12.71
FHAIX:
0.37%
VOO:
2.01%
FHAIX:
4.02%
VOO:
12.90%
FHAIX:
-49.35%
VOO:
-33.99%
FHAIX:
-0.57%
VOO:
-0.86%
Returns By Period
In the year-to-date period, FHAIX achieves a 0.57% return, which is significantly lower than VOO's 3.16% return. Over the past 10 years, FHAIX has underperformed VOO with an annualized return of 4.74%, while VOO has yielded a comparatively higher 13.80% annualized return.
FHAIX
0.57%
0.57%
3.24%
8.46%
4.73%
4.74%
VOO
3.16%
1.60%
12.30%
24.73%
14.88%
13.80%
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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 5.77%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAIX Franklin High Income Fund | 5.77% | 6.38% | 6.16% | 6.09% | 4.95% | 5.21% | 5.48% | 6.05% | 5.32% | 6.15% | 7.17% | 6.36% |
VOO Vanguard S&P 500 ETF | 1.21% | 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 -49.35%, 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 1.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.18%. 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.