FKDNX vs. QQQ

In the year-to-date period, FKDNX achieves a -5.49% return, which is significantly lower than QQQ's -4.41% return. Over the past 10 years, FKDNX has underperformed QQQ with an annualized return of 12.97%, while QQQ has yielded a comparatively higher 17.26% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FKDNX has a 0.79% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and Invesco QQQ (QQQ). 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.

The current FKDNX Sharpe Ratio is 0.33, which is comparable to the QQQ Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of FKDNX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKDNX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.61%.

The maximum FKDNX drawdown since its inception was -55.85%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for FKDNX and QQQ. For additional features, visit the drawdowns tool.

Franklin DynaTech Fund (FKDNX) has a higher volatility of 9.42% compared to Invesco QQQ (QQQ) at 8.24%. This indicates that FKDNX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.