FQTIX vs. VWEAX
Compare and contrast key facts about Franklin Templeton SMACS: Series I (FQTIX) and Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX).
FQTIX is managed by Franklin Templeton. It was launched on Jun 3, 2019. VWEAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FQTIX or VWEAX.
Correlation
The correlation between FQTIX and VWEAX is 0.75, 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
FQTIX vs. VWEAX - Performance Comparison
Key characteristics
FQTIX:
2.50
VWEAX:
2.58
FQTIX:
3.50
VWEAX:
4.17
FQTIX:
1.50
VWEAX:
1.62
FQTIX:
2.20
VWEAX:
4.41
FQTIX:
11.82
VWEAX:
13.96
FQTIX:
0.81%
VWEAX:
0.59%
FQTIX:
3.83%
VWEAX:
3.18%
FQTIX:
-24.62%
VWEAX:
-30.03%
FQTIX:
-0.46%
VWEAX:
-0.03%
Returns By Period
In the year-to-date period, FQTIX achieves a 0.63% return, which is significantly lower than VWEAX's 0.74% return.
FQTIX
0.63%
0.75%
4.01%
9.15%
3.45%
N/A
VWEAX
0.74%
1.26%
3.93%
7.79%
3.65%
4.60%
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FQTIX vs. VWEAX - Expense Ratio Comparison
FQTIX has a 0.00% expense ratio, which is lower than VWEAX's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FQTIX vs. VWEAX — Risk-Adjusted Performance Rank
FQTIX
VWEAX
FQTIX vs. VWEAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Templeton SMACS: Series I (FQTIX) and Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX). 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
FQTIX vs. VWEAX - Dividend Comparison
FQTIX's dividend yield for the trailing twelve months is around 7.21%, more than VWEAX's 6.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FQTIX Franklin Templeton SMACS: Series I | 7.21% | 7.89% | 7.64% | 8.09% | 7.16% | 6.91% | 4.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWEAX Vanguard High-Yield Corporate Fund Admiral Shares | 6.14% | 6.18% | 5.79% | 5.20% | 4.24% | 4.72% | 5.32% | 6.10% | 5.42% | 5.49% | 5.99% | 5.71% |
Drawdowns
FQTIX vs. VWEAX - Drawdown Comparison
The maximum FQTIX drawdown since its inception was -24.62%, smaller than the maximum VWEAX drawdown of -30.03%. Use the drawdown chart below to compare losses from any high point for FQTIX and VWEAX. For additional features, visit the drawdowns tool.
Volatility
FQTIX vs. VWEAX - Volatility Comparison
Franklin Templeton SMACS: Series I (FQTIX) and Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) have volatilities of 0.96% and 0.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.