FISCX vs. VTIP
Compare and contrast key facts about Franklin Convertible Securities Fund (FISCX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
FISCX is managed by Franklin Templeton. It was launched on Apr 14, 1987. VTIP is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. It was launched on Oct 12, 2012.
Performance
FISCX vs. VTIP - Performance Comparison
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FISCX vs. VTIP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISCX Franklin Convertible Securities Fund | -3.19% | 13.63% | 16.62% | 9.96% | -15.95% | -5.70% | 46.28% | 33.99% | 4.15% | 17.98% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 0.99% | 6.07% | 4.74% | 4.62% | -2.94% | 5.36% | 4.95% | 4.86% | 0.56% | 0.82% |
Returns By Period
In the year-to-date period, FISCX achieves a -3.19% return, which is significantly lower than VTIP's 0.99% return. Over the past 10 years, FISCX has outperformed VTIP with an annualized return of 11.24%, while VTIP has yielded a comparatively lower 3.07% annualized return.
FISCX
- 1D
- -0.82%
- 1M
- -4.91%
- YTD
- -3.19%
- 6M
- -0.23%
- 1Y
- 13.11%
- 3Y*
- 10.67%
- 5Y*
- 1.92%
- 10Y*
- 11.24%
VTIP
- 1D
- 0.02%
- 1M
- 0.10%
- YTD
- 0.99%
- 6M
- 1.37%
- 1Y
- 3.94%
- 3Y*
- 4.66%
- 5Y*
- 3.48%
- 10Y*
- 3.07%
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FISCX vs. VTIP - Expense Ratio Comparison
FISCX has a 0.83% expense ratio, which is higher than VTIP's 0.03% expense ratio.
Return for Risk
FISCX vs. VTIP — Risk / Return Rank
FISCX
VTIP
FISCX vs. VTIP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Convertible Securities Fund (FISCX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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.
| FISCX | VTIP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 2.09 | -1.03 |
Sortino ratioReturn per unit of downside risk | 1.50 | 3.15 | -1.65 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.44 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 4.11 | -2.60 |
Martin ratioReturn relative to average drawdown | 6.28 | 13.24 | -6.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FISCX | VTIP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.09 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 1.26 | -1.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 1.12 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.87 | -0.09 |
Correlation
The correlation between FISCX and VTIP is 0.07, 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.
Dividends
FISCX vs. VTIP - Dividend Comparison
FISCX's dividend yield for the trailing twelve months is around 10.23%, more than VTIP's 3.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISCX Franklin Convertible Securities Fund | 10.23% | 9.94% | 4.87% | 2.22% | 8.70% | 8.10% | 11.30% | 16.05% | 7.09% | 7.68% | 4.62% | 4.68% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 3.77% | 3.81% | 2.70% | 2.86% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% |
Drawdowns
FISCX vs. VTIP - Drawdown Comparison
The maximum FISCX drawdown since its inception was -49.16%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for FISCX and VTIP.
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Drawdown Indicators
| FISCX | VTIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.16% | -6.27% | -42.89% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -0.98% | -6.47% |
Max Drawdown (5Y)Largest decline over 5 years | -34.37% | -5.50% | -28.87% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -6.27% | -28.10% |
Current DrawdownCurrent decline from peak | -6.38% | -0.26% | -6.12% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -1.05% | -5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 0.30% | +1.49% |
Volatility
FISCX vs. VTIP - Volatility Comparison
Franklin Convertible Securities Fund (FISCX) has a higher volatility of 4.43% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.60%. This indicates that FISCX's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISCX | VTIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 0.60% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 0.97% | +7.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.13% | 1.90% | +10.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 2.78% | +9.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.42% | 2.74% | +10.68% |