FISAX vs. SVOL
Compare and contrast key facts about Franklin Adjustable U.S. Government Securities Fund (FISAX) and Simplify Volatility Premium ETF (SVOL).
FISAX is managed by Franklin Templeton. It was launched on Oct 20, 1987. SVOL is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISAX or SVOL.
Correlation
The correlation between FISAX and SVOL is 0.14, 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
FISAX vs. SVOL - Performance Comparison
Key characteristics
FISAX:
2.91
SVOL:
0.73
FISAX:
5.78
SVOL:
1.06
FISAX:
2.00
SVOL:
1.18
FISAX:
5.90
SVOL:
0.98
FISAX:
17.68
SVOL:
5.26
FISAX:
0.31%
SVOL:
2.03%
FISAX:
1.87%
SVOL:
14.57%
FISAX:
-4.76%
SVOL:
-15.62%
FISAX:
0.00%
SVOL:
0.00%
Returns By Period
In the year-to-date period, FISAX achieves a 0.43% return, which is significantly lower than SVOL's 5.13% return.
FISAX
0.43%
0.56%
1.86%
5.42%
1.40%
0.96%
SVOL
5.13%
2.90%
3.83%
11.07%
N/A
N/A
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FISAX vs. SVOL - Expense Ratio Comparison
FISAX has a 0.85% expense ratio, which is higher than SVOL's 0.50% expense ratio.
Risk-Adjusted Performance
FISAX vs. SVOL — Risk-Adjusted Performance Rank
FISAX
SVOL
FISAX vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Adjustable U.S. Government Securities Fund (FISAX) and Simplify Volatility Premium ETF (SVOL). 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
FISAX vs. SVOL - Dividend Comparison
FISAX's dividend yield for the trailing twelve months is around 4.87%, less than SVOL's 16.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISAX Franklin Adjustable U.S. Government Securities Fund | 4.87% | 4.80% | 3.59% | 1.41% | 0.90% | 1.91% | 3.01% | 2.50% | 1.97% | 1.52% | 1.21% | 1.13% |
SVOL Simplify Volatility Premium ETF | 16.03% | 16.79% | 16.37% | 18.32% | 4.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FISAX vs. SVOL - Drawdown Comparison
The maximum FISAX drawdown since its inception was -4.76%, smaller than the maximum SVOL drawdown of -15.62%. Use the drawdown chart below to compare losses from any high point for FISAX and SVOL. For additional features, visit the drawdowns tool.
Volatility
FISAX vs. SVOL - Volatility Comparison
The current volatility for Franklin Adjustable U.S. Government Securities Fund (FISAX) is 0.48%, while Simplify Volatility Premium ETF (SVOL) has a volatility of 3.21%. This indicates that FISAX experiences smaller price fluctuations and is considered to be less risky than SVOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.