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:
0.35
VOO:
1.89
FKGRX:
0.55
VOO:
2.54
FKGRX:
1.08
VOO:
1.35
FKGRX:
0.23
VOO:
2.83
FKGRX:
1.21
VOO:
11.83
FKGRX:
4.62%
VOO:
2.02%
FKGRX:
15.74%
VOO:
12.66%
FKGRX:
-51.50%
VOO:
-33.99%
FKGRX:
-17.62%
VOO:
-0.42%
Returns By Period
In the year-to-date period, FKGRX achieves a 3.01% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, FKGRX has underperformed VOO with an annualized return of 6.13%, while VOO has yielded a comparatively higher 13.26% annualized return.
FKGRX
3.01%
-0.51%
-3.26%
6.50%
3.20%
6.13%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 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 1.19% 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 | 1.19% | 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 -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 3.58% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.