FKGRX vs. VUG
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and Vanguard Growth ETF (VUG).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKGRX or VUG.
Correlation
The correlation between FKGRX and VUG 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. VUG - Performance Comparison
Key characteristics
FKGRX:
0.26
VUG:
0.58
FKGRX:
0.52
VUG:
0.96
FKGRX:
1.07
VUG:
1.14
FKGRX:
0.27
VUG:
0.63
FKGRX:
1.04
VUG:
2.27
FKGRX:
5.13%
VUG:
6.38%
FKGRX:
20.51%
VUG:
24.91%
FKGRX:
-59.01%
VUG:
-50.68%
FKGRX:
-11.36%
VUG:
-13.14%
Returns By Period
In the year-to-date period, FKGRX achieves a -6.57% return, which is significantly higher than VUG's -9.51% return. Over the past 10 years, FKGRX has underperformed VUG with an annualized return of 11.08%, while VUG has yielded a comparatively higher 14.03% annualized return.
FKGRX
-6.57%
-4.58%
-7.76%
3.75%
12.58%
11.08%
VUG
-9.51%
-5.18%
-4.81%
12.60%
16.94%
14.03%
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FKGRX vs. VUG - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
FKGRX vs. VUG — Risk-Adjusted Performance Rank
FKGRX
VUG
FKGRX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 8.93%, more than VUG's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | 8.93% | 8.34% | 6.26% | 10.49% | 9.19% | 7.97% | 5.75% | 1.65% | 2.77% | 3.77% | 3.88% | 0.25% |
VUG Vanguard Growth ETF | 0.52% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
FKGRX vs. VUG - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -59.01%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FKGRX and VUG. For additional features, visit the drawdowns tool.
Volatility
FKGRX vs. VUG - Volatility Comparison
The current volatility for Franklin Growth Fund (FKGRX) is 14.41%, while Vanguard Growth ETF (VUG) has a volatility of 16.82%. This indicates that FKGRX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.