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:
0.58
VOO:
2.10
FKGRX:
0.84
VOO:
2.80
FKGRX:
1.12
VOO:
1.39
FKGRX:
0.32
VOO:
3.12
FKGRX:
3.35
VOO:
13.83
FKGRX:
2.72%
VOO:
1.90%
FKGRX:
15.78%
VOO:
12.54%
FKGRX:
-51.50%
VOO:
-33.99%
FKGRX:
-19.67%
VOO:
-1.98%
Returns By Period
In the year-to-date period, FKGRX achieves a 9.42% return, which is significantly lower than VOO's 26.64% return. Over the past 10 years, FKGRX has underperformed VOO with an annualized return of 6.34%, while VOO has yielded a comparatively higher 13.07% annualized return.
FKGRX
9.42%
-10.54%
-4.35%
9.42%
3.72%
6.34%
VOO
26.64%
-0.83%
9.44%
26.33%
14.77%
13.07%
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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.
Risk-Adjusted Performance
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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | 0.00% | 0.18% | 0.00% | 0.00% | 0.14% | 0.41% | 0.49% | 0.38% | 0.51% | 0.65% | 0.25% | 0.45% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FKGRX vs. VOO - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -51.50%, 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) has a higher volatility of 7.80% compared to Vanguard S&P 500 ETF (VOO) at 4.04%. 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.