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:
1.27
VOO:
2.25
FKINX:
1.75
VOO:
2.98
FKINX:
1.27
VOO:
1.42
FKINX:
1.73
VOO:
3.31
FKINX:
7.25
VOO:
14.77
FKINX:
0.98%
VOO:
1.90%
FKINX:
5.61%
VOO:
12.46%
FKINX:
-44.30%
VOO:
-33.99%
FKINX:
-3.69%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FKINX achieves a 6.19% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, FKINX has underperformed VOO with an annualized return of 5.16%, while VOO has yielded a comparatively higher 13.08% annualized return.
FKINX
6.19%
-2.49%
2.76%
7.11%
5.51%
5.16%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 5.15%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.15% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% | 5.50% |
VOO Vanguard S&P 500 ETF | 0.91% | 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 -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 1.84%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. 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.