FKGRX vs. VOO
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and Vanguard S&P 500 ETF (VOO).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. 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.
Performance
FKGRX vs. VOO - Performance Comparison
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FKGRX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | -5.57% | 15.38% | 17.96% | 27.54% | -25.32% | 21.61% | 30.71% | 32.08% | -3.37% | 26.31% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, FKGRX achieves a -5.57% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, FKGRX has underperformed VOO with an annualized return of 12.88%, while VOO has yielded a comparatively higher 14.14% annualized return.
FKGRX
- 1D
- 3.23%
- 1M
- -5.71%
- YTD
- -5.57%
- 6M
- -4.46%
- 1Y
- 15.13%
- 3Y*
- 14.51%
- 5Y*
- 7.54%
- 10Y*
- 12.88%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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FKGRX vs. VOO - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
FKGRX vs. VOO — Risk / Return Rank
FKGRX
VOO
FKGRX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) 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.
| FKGRX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.01 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.53 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.55 | -0.17 |
Martin ratioReturn relative to average drawdown | 5.21 | 7.31 | -2.10 |
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
| FKGRX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.01 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.71 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.79 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.83 | -0.14 |
Correlation
The correlation between FKGRX and VOO is 0.96, 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.
Dividends
FKGRX vs. VOO - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 15.22%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | 15.22% | 14.37% | 8.34% | 6.26% | 10.49% | 9.19% | 7.97% | 5.75% | 1.65% | 2.38% | 3.26% | 3.88% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
FKGRX vs. VOO - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -51.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FKGRX and VOO.
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Drawdown Indicators
| FKGRX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.08% | -33.99% | -17.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -11.98% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -32.22% | -24.52% | -7.70% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -33.99% | +1.47% |
Current DrawdownCurrent decline from peak | -8.62% | -5.55% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -3.72% | -3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 2.55% | +0.50% |
Volatility
FKGRX vs. VOO - Volatility Comparison
Franklin Growth Fund (FKGRX) has a higher volatility of 5.85% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that FKGRX'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.
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Volatility by Period
| FKGRX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 5.34% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 9.47% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.91% | 18.11% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.62% | 16.82% | +2.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 17.99% | +1.51% |