FISEX vs. SVOL
Compare and contrast key facts about Franklin Equity Income Fund (FISEX) and Simplify Volatility Premium ETF (SVOL).
FISEX is managed by Franklin Templeton. It was launched on Mar 15, 1988. 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: FISEX or SVOL.
Correlation
The correlation between FISEX and SVOL is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FISEX vs. SVOL - Performance Comparison
Key characteristics
FISEX:
1.10
SVOL:
0.53
FISEX:
1.39
SVOL:
0.80
FISEX:
1.23
SVOL:
1.14
FISEX:
1.02
SVOL:
0.70
FISEX:
3.85
SVOL:
3.76
FISEX:
3.46%
SVOL:
2.02%
FISEX:
12.15%
SVOL:
14.27%
FISEX:
-58.50%
SVOL:
-15.62%
FISEX:
-10.23%
SVOL:
-2.49%
Returns By Period
In the year-to-date period, FISEX achieves a 2.72% return, which is significantly higher than SVOL's 1.49% return.
FISEX
2.72%
-6.82%
-0.99%
14.22%
5.93%
6.11%
SVOL
1.49%
-1.14%
0.89%
8.37%
N/A
N/A
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FISEX vs. SVOL - Expense Ratio Comparison
FISEX has a 0.85% expense ratio, which is higher than SVOL's 0.50% expense ratio.
Risk-Adjusted Performance
FISEX vs. SVOL — Risk-Adjusted Performance Rank
FISEX
SVOL
FISEX vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Equity Income Fund (FISEX) 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
FISEX vs. SVOL - Dividend Comparison
FISEX's dividend yield for the trailing twelve months is around 2.25%, less than SVOL's 16.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | 2.25% | 2.31% | 3.19% | 2.39% | 1.86% | 2.25% | 2.16% | 2.55% | 2.32% | 2.54% | 2.63% | 2.96% |
SVOL Simplify Volatility Premium ETF | 16.54% | 16.79% | 16.37% | 18.32% | 4.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FISEX vs. SVOL - Drawdown Comparison
The maximum FISEX drawdown since its inception was -58.50%, which is greater than SVOL's maximum drawdown of -15.62%. Use the drawdown chart below to compare losses from any high point for FISEX and SVOL. For additional features, visit the drawdowns tool.
Volatility
FISEX vs. SVOL - Volatility Comparison
Franklin Equity Income Fund (FISEX) and Simplify Volatility Premium ETF (SVOL) have volatilities of 7.82% and 7.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.