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FKINX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.0
Correlation: 0.7

Performance

FKINX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Income Fund Class A1 (FKINX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
152.38%
557.08%
FKINX
VOO

Key characteristics

Sharpe Ratio

FKINX:

0.89

VOO:

0.54

Sortino Ratio

FKINX:

1.25

VOO:

0.88

Omega Ratio

FKINX:

1.20

VOO:

1.13

Calmar Ratio

FKINX:

0.95

VOO:

0.55

Martin Ratio

FKINX:

4.17

VOO:

2.27

Ulcer Index

FKINX:

1.70%

VOO:

4.55%

Daily Std Dev

FKINX:

7.94%

VOO:

19.19%

Max Drawdown

FKINX:

-44.31%

VOO:

-33.99%

Current Drawdown

FKINX:

-2.83%

VOO:

-9.90%

Returns By Period

In the year-to-date period, FKINX achieves a 0.57% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, FKINX has underperformed VOO with an annualized return of 4.96%, while VOO has yielded a comparatively higher 12.07% annualized return.


FKINX

YTD

0.57%

1M

-2.06%

6M

-1.03%

1Y

7.55%

5Y*

8.70%

10Y*

4.96%

VOO

YTD

-5.74%

1M

-3.16%

6M

-4.28%

1Y

10.88%

5Y*

16.04%

10Y*

12.07%

*Annualized

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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.


Expense ratio chart for FKINX: current value is 0.62%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FKINX: 0.62%
Expense ratio chart for VOO: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VOO: 0.03%

Risk-Adjusted Performance

FKINX vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FKINX
The Risk-Adjusted Performance Rank of FKINX is 7878
Overall Rank
The Sharpe Ratio Rank of FKINX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of FKINX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of FKINX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of FKINX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of FKINX is 8181
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6161
Overall Rank
The Sharpe Ratio Rank of VOO is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6464
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for FKINX, currently valued at 0.89, compared to the broader market-1.000.001.002.003.00
FKINX: 0.89
VOO: 0.54
The chart of Sortino ratio for FKINX, currently valued at 1.25, compared to the broader market-2.000.002.004.006.008.00
FKINX: 1.25
VOO: 0.88
The chart of Omega ratio for FKINX, currently valued at 1.20, compared to the broader market0.501.001.502.002.503.00
FKINX: 1.20
VOO: 1.13
The chart of Calmar ratio for FKINX, currently valued at 0.95, compared to the broader market0.002.004.006.008.0010.00
FKINX: 0.95
VOO: 0.55
The chart of Martin ratio for FKINX, currently valued at 4.17, compared to the broader market0.0010.0020.0030.0040.0050.00
FKINX: 4.17
VOO: 2.27

The current FKINX Sharpe Ratio is 0.89, which is higher than the VOO Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of FKINX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.89
0.54
FKINX
VOO

Dividends

FKINX vs. VOO - Dividend Comparison

FKINX's dividend yield for the trailing twelve months is around 5.67%, more than VOO's 1.38% yield.


TTM20242023202220212020201920182017201620152014
FKINX
Franklin Income Fund Class A1
5.67%5.59%5.67%5.46%4.33%5.22%5.11%5.61%5.04%5.19%5.71%5.04%
VOO
Vanguard S&P 500 ETF
1.38%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 -44.31%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-2.83%
-9.90%
FKINX
VOO

Volatility

FKINX vs. VOO - Volatility Comparison

The current volatility for Franklin Income Fund Class A1 (FKINX) is 5.88%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
5.88%
13.96%
FKINX
VOO