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.
Key characteristics
| FKINX | VOO | |
|---|---|---|
| YTD Return | 0.85% | 7.31% |
| 1Y Return | 5.68% | 25.21% |
| 3Y Return (Ann) | 3.55% | 8.45% |
| 5Y Return (Ann) | 5.57% | 13.50% |
| 10Y Return (Ann) | 4.64% | 12.57% |
| Sharpe Ratio | 0.73 | 2.36 |
| Daily Std Dev | 7.15% | 11.75% |
| Max Drawdown | -43.23% | -33.99% |
| Current Drawdown | -2.13% | -2.94% |
Correlation
The correlation between FKINX and VOO 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.
Performance
FKINX vs. VOO - Performance Comparison
In the year-to-date period, FKINX achieves a 0.85% return, which is significantly lower than VOO's 7.31% return. Over the past 10 years, FKINX has underperformed VOO with an annualized return of 4.64%, while VOO has yielded a comparatively higher 12.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 5.87%, more than VOO's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.87% | 5.51% | 5.22% | 6.52% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.02% | 5.35% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FKINX vs. VOO - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.23%, 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 2.12%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.60%. 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.