FKINX vs. RSP
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and Invesco S&P 500 Equal Weight ETF (RSP).
FKINX is managed by Franklin Templeton. RSP is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Index. It was launched on Apr 24, 2003.
Performance
FKINX vs. RSP - Performance Comparison
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FKINX vs. RSP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 2.96% | 12.24% | 7.12% | 8.65% | -5.29% | 17.21% | 3.57% | 15.75% | -5.54% | 8.43% |
RSP Invesco S&P 500 Equal Weight ETF | 0.94% | 11.21% | 12.79% | 13.70% | -11.62% | 29.41% | 12.66% | 28.91% | -7.84% | 18.52% |
Returns By Period
In the year-to-date period, FKINX achieves a 2.96% return, which is significantly higher than RSP's 0.94% return. Over the past 10 years, FKINX has underperformed RSP with an annualized return of 7.65%, while RSP has yielded a comparatively higher 11.21% annualized return.
FKINX
- 1D
- 0.79%
- 1M
- -1.55%
- YTD
- 2.96%
- 6M
- 5.46%
- 1Y
- 12.96%
- 3Y*
- 9.39%
- 5Y*
- 6.73%
- 10Y*
- 7.65%
RSP
- 1D
- 0.32%
- 1M
- -5.49%
- YTD
- 0.94%
- 6M
- 2.11%
- 1Y
- 12.90%
- 3Y*
- 11.84%
- 5Y*
- 7.88%
- 10Y*
- 11.21%
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FKINX vs. RSP - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is higher than RSP's 0.20% expense ratio.
Return for Risk
FKINX vs. RSP — Risk / Return Rank
FKINX
RSP
FKINX vs. RSP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Invesco S&P 500 Equal Weight ETF (RSP). 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.
| FKINX | RSP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.75 | +0.91 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.17 | +1.16 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.17 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.04 | +0.90 |
Martin ratioReturn relative to average drawdown | 9.23 | 4.64 | +4.59 |
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
| FKINX | RSP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.75 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.49 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.61 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.55 | +0.35 |
Correlation
The correlation between FKINX and RSP is 0.76, 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
FKINX vs. RSP - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.10%, more than RSP's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.10% | 5.58% | 5.59% | 5.52% | 5.22% | 6.52% | 5.22% | 5.11% | 5.34% | 5.04% | 5.19% | 5.71% |
RSP Invesco S&P 500 Equal Weight ETF | 1.62% | 1.64% | 1.52% | 1.64% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% |
Drawdowns
FKINX vs. RSP - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.18%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for FKINX and RSP.
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Drawdown Indicators
| FKINX | RSP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.18% | -59.92% | +16.74% |
Max Drawdown (1Y)Largest decline over 1 year | -6.72% | -12.54% | +5.82% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -21.38% | +8.18% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -39.04% | +15.13% |
Current DrawdownCurrent decline from peak | -1.88% | -5.66% | +3.78% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -6.69% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 2.80% | -1.39% |
Volatility
FKINX vs. RSP - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.19%, while Invesco S&P 500 Equal Weight ETF (RSP) has a volatility of 4.40%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than RSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKINX | RSP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.19% | 4.40% | -2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 4.17% | 8.84% | -4.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.87% | 17.16% | -9.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.95% | 16.20% | -8.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.31% | 18.36% | -9.05% |