FKINX vs. VOO
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and Vanguard S&P 500 ETF (VOO).
FKINX is managed by Franklin Templeton. 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: FKINX or VOO.
Correlation
The correlation between FKINX and VOO is 0.74, 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
FKINX vs. VOO - Performance Comparison
Key characteristics
FKINX:
1.86
VOO:
2.21
FKINX:
2.57
VOO:
2.93
FKINX:
1.40
VOO:
1.41
FKINX:
2.80
VOO:
3.35
FKINX:
8.94
VOO:
14.09
FKINX:
1.16%
VOO:
2.01%
FKINX:
5.60%
VOO:
12.78%
FKINX:
-44.30%
VOO:
-33.99%
FKINX:
-1.19%
VOO:
-0.46%
Returns By Period
In the year-to-date period, FKINX achieves a 1.75% return, which is significantly lower than VOO's 2.90% return. Over the past 10 years, FKINX has underperformed VOO with an annualized return of 5.57%, while VOO has yielded a comparatively higher 13.46% annualized return.
FKINX
1.75%
2.18%
3.65%
9.89%
5.90%
5.57%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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FKINX vs. VOO - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FKINX vs. VOO — Risk-Adjusted Performance Rank
FKINX
VOO
FKINX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) 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
FKINX vs. VOO - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.52%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.52% | 5.59% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 6.07% | 5.04% | 5.63% | 5.71% | 5.04% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FKINX vs. VOO - Drawdown Comparison
The maximum FKINX drawdown since its inception was -44.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FKINX and VOO. For additional features, visit the drawdowns tool.
Volatility
FKINX vs. VOO - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.04%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.12%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.