FKDNX vs. VOO
Compare and contrast key facts about Franklin DynaTech Fund (FKDNX) and Vanguard S&P 500 ETF (VOO).
FKDNX is managed by Franklin Templeton. It was launched on Jan 2, 1968. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKDNX or VOO.
Key characteristics
| FKDNX | VOO | |
|---|---|---|
| YTD Return | 21.06% | 19.30% |
| 1Y Return | 33.95% | 28.36% |
| 3Y Return (Ann) | -0.58% | 10.06% |
| 5Y Return (Ann) | 14.29% | 15.26% |
| 10Y Return (Ann) | 15.00% | 12.92% |
| Sharpe Ratio | 1.58 | 2.26 |
| Daily Std Dev | 21.40% | 12.63% |
| Max Drawdown | -58.29% | -33.99% |
| Current Drawdown | -5.18% | -0.28% |
Correlation
The correlation between FKDNX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FKDNX vs. VOO - Performance Comparison
In the year-to-date period, FKDNX achieves a 21.06% return, which is significantly higher than VOO's 19.30% return. Over the past 10 years, FKDNX has outperformed VOO with an annualized return of 15.00%, while VOO has yielded a comparatively lower 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FKDNX vs. VOO - Expense Ratio Comparison
FKDNX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FKDNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and Vanguard S&P 500 ETF (VOO). 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
FKDNX vs. VOO - Dividend Comparison
FKDNX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKDNX Franklin DynaTech Fund | 0.00% | 0.00% | 0.00% | 1.43% | 0.00% | 0.74% | 2.92% | 1.77% | 3.55% | 2.46% | 3.50% | 4.06% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FKDNX vs. VOO - Drawdown Comparison
The maximum FKDNX drawdown since its inception was -58.29%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FKDNX and VOO. For additional features, visit the drawdowns tool.
Volatility
FKDNX vs. VOO - Volatility Comparison
Franklin DynaTech Fund (FKDNX) has a higher volatility of 7.09% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that FKDNX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.