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.
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.
Performance
FKINX vs. VOO - Performance Comparison
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Key characteristics
FKINX:
0.93
VOO:
0.74
FKINX:
1.23
VOO:
1.04
FKINX:
1.20
VOO:
1.15
FKINX:
0.94
VOO:
0.68
FKINX:
3.81
VOO:
2.58
FKINX:
1.84%
VOO:
4.93%
FKINX:
8.08%
VOO:
19.54%
FKINX:
-44.31%
VOO:
-33.99%
FKINX:
-1.16%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FKINX achieves a 2.30% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, FKINX has underperformed VOO with an annualized return of 5.26%, while VOO has yielded a comparatively higher 12.81% annualized return.
FKINX
2.30%
1.72%
-0.61%
7.46%
4.67%
8.30%
5.26%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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.
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Dividends
FKINX vs. VOO - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.57%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.57% | 5.59% | 5.67% | 5.46% | 6.39% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
FKINX vs. VOO - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.28%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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