FNGAX vs. UPRO
Compare and contrast key facts about Franklin International Growth Fund Class A (FNGAX) and ProShares UltraPro S&P 500 (UPRO).
FNGAX is managed by Franklin Templeton. It was launched on Jun 3, 2008. UPRO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (300%). It was launched on Jun 23, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNGAX or UPRO.
Correlation
The correlation between FNGAX and UPRO is 0.71, 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
FNGAX vs. UPRO - Performance Comparison
Key characteristics
FNGAX:
0.54
UPRO:
0.32
FNGAX:
0.90
UPRO:
0.83
FNGAX:
1.12
UPRO:
1.12
FNGAX:
0.30
UPRO:
0.38
FNGAX:
2.00
UPRO:
1.29
FNGAX:
5.54%
UPRO:
14.26%
FNGAX:
20.49%
UPRO:
57.40%
FNGAX:
-47.24%
UPRO:
-76.82%
FNGAX:
-24.86%
UPRO:
-27.41%
Returns By Period
In the year-to-date period, FNGAX achieves a 5.13% return, which is significantly higher than UPRO's -18.69% return. Over the past 10 years, FNGAX has underperformed UPRO with an annualized return of 5.20%, while UPRO has yielded a comparatively higher 20.74% annualized return.
FNGAX
5.13%
5.99%
0.56%
9.39%
4.41%
5.20%
UPRO
-18.69%
-5.42%
-13.60%
16.52%
33.58%
20.74%
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FNGAX vs. UPRO - Expense Ratio Comparison
FNGAX has a 1.12% expense ratio, which is higher than UPRO's 0.92% expense ratio.
Risk-Adjusted Performance
FNGAX vs. UPRO — Risk-Adjusted Performance Rank
FNGAX
UPRO
FNGAX vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin International Growth Fund Class A (FNGAX) and ProShares UltraPro S&P 500 (UPRO). 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
FNGAX vs. UPRO - Dividend Comparison
FNGAX's dividend yield for the trailing twelve months is around 1.76%, more than UPRO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNGAX Franklin International Growth Fund Class A | 1.76% | 1.86% | 0.00% | 0.00% | 0.81% | 0.00% | 0.13% | 0.28% | 0.00% | 0.53% | 0.01% | 0.33% |
UPRO ProShares UltraPro S&P 500 | 1.23% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
FNGAX vs. UPRO - Drawdown Comparison
The maximum FNGAX drawdown since its inception was -47.24%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for FNGAX and UPRO. For additional features, visit the drawdowns tool.
Volatility
FNGAX vs. UPRO - Volatility Comparison
The current volatility for Franklin International Growth Fund Class A (FNGAX) is 13.04%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 41.40%. This indicates that FNGAX experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.