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 Investments. It was launched on Apr 14, 1987. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISCX or VTIP.
Correlation
The correlation between FISCX and VTIP is 0.09, 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
FISCX vs. VTIP - Performance Comparison
Key characteristics
FISCX:
1.82
VTIP:
3.49
FISCX:
2.54
VTIP:
5.47
FISCX:
1.33
VTIP:
1.74
FISCX:
0.46
VTIP:
7.70
FISCX:
6.96
VTIP:
22.96
FISCX:
2.22%
VTIP:
0.25%
FISCX:
8.50%
VTIP:
1.67%
FISCX:
-51.01%
VTIP:
-6.27%
FISCX:
-22.63%
VTIP:
-0.22%
Returns By Period
In the year-to-date period, FISCX achieves a 3.13% return, which is significantly higher than VTIP's 0.97% return. Over the past 10 years, FISCX has outperformed VTIP with an annualized return of 4.17%, while VTIP has yielded a comparatively lower 2.65% annualized return.
FISCX
3.13%
3.71%
11.41%
16.43%
1.51%
4.17%
VTIP
0.97%
0.85%
2.15%
5.98%
3.54%
2.65%
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FISCX vs. VTIP - Expense Ratio Comparison
FISCX has a 0.83% expense ratio, which is higher than VTIP's 0.04% expense ratio.
Risk-Adjusted Performance
FISCX vs. VTIP — Risk-Adjusted Performance Rank
FISCX
VTIP
FISCX vs. VTIP - Risk-Adjusted Performance 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.
Dividends
FISCX vs. VTIP - Dividend Comparison
FISCX's dividend yield for the trailing twelve months is around 1.10%, less than VTIP's 2.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISCX Franklin Convertible Securities Fund | 1.10% | 1.14% | 0.83% | 0.76% | 0.88% | 0.96% | 1.19% | 3.13% | 2.32% | 2.71% | 2.60% | 1.88% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.68% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
FISCX vs. VTIP - Drawdown Comparison
The maximum FISCX drawdown since its inception was -51.01%, 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. For additional features, visit the drawdowns tool.
Volatility
FISCX vs. VTIP - Volatility Comparison
Franklin Convertible Securities Fund (FISCX) has a higher volatility of 2.03% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.47%. 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.