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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKGRX or VOO.
Correlation
The correlation between FKGRX and VOO is 0.95, 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
FKGRX vs. VOO - Performance Comparison
Key characteristics
FKGRX:
-0.17
VOO:
0.54
FKGRX:
-0.09
VOO:
0.88
FKGRX:
0.99
VOO:
1.13
FKGRX:
-0.11
VOO:
0.55
FKGRX:
-0.42
VOO:
2.27
FKGRX:
8.60%
VOO:
4.55%
FKGRX:
21.53%
VOO:
19.19%
FKGRX:
-59.01%
VOO:
-33.99%
FKGRX:
-24.76%
VOO:
-9.90%
Returns By Period
The year-to-date returns for both investments are quite close, with FKGRX having a -5.92% return and VOO slightly higher at -5.74%. Over the past 10 years, FKGRX has underperformed VOO with an annualized return of 5.20%, while VOO has yielded a comparatively higher 12.12% annualized return.
FKGRX
-5.92%
-2.18%
-14.28%
-4.78%
3.64%
5.20%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKGRX vs. VOO - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FKGRX vs. VOO — Risk-Adjusted Performance Rank
FKGRX
VOO
FKGRX vs. VOO - Risk-Adjusted Performance 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.
Dividends
FKGRX vs. VOO - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 0.04%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | 0.04% | 0.04% | 0.18% | 0.00% | 0.00% | 0.14% | 0.41% | 0.49% | 0.38% | 0.51% | 0.65% | 0.25% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FKGRX vs. VOO - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -59.01%, 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. For additional features, visit the drawdowns tool.
Volatility
FKGRX vs. VOO - Volatility Comparison
Franklin Growth Fund (FKGRX) and Vanguard S&P 500 ETF (VOO) have volatilities of 14.37% and 13.96%, 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.