Correlation
The correlation between FRDPX and IVV is 0.92, 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.
FRDPX vs. IVV
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and iShares Core S&P 500 ETF (IVV).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRDPX or IVV.
Performance
FRDPX vs. IVV - Performance Comparison
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Key characteristics
FRDPX:
0.55
IVV:
0.73
FRDPX:
0.80
IVV:
1.03
FRDPX:
1.11
IVV:
1.15
FRDPX:
0.50
IVV:
0.68
FRDPX:
1.91
IVV:
2.57
FRDPX:
4.02%
IVV:
4.93%
FRDPX:
16.17%
IVV:
19.71%
FRDPX:
-51.57%
IVV:
-55.25%
FRDPX:
-2.93%
IVV:
-3.55%
Returns By Period
In the year-to-date period, FRDPX achieves a 1.95% return, which is significantly higher than IVV's 0.90% return. Over the past 10 years, FRDPX has underperformed IVV with an annualized return of 10.31%, while IVV has yielded a comparatively higher 12.79% annualized return.
FRDPX
1.95%
4.57%
-2.93%
7.58%
8.43%
12.07%
10.31%
IVV
0.90%
5.53%
-1.49%
13.25%
14.30%
15.90%
12.79%
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FRDPX vs. IVV - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
FRDPX vs. IVV — Risk-Adjusted Performance Rank
FRDPX
IVV
FRDPX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and iShares Core S&P 500 ETF (IVV). 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
FRDPX vs. IVV - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 9.94%, more than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 9.94% | 10.15% | 4.59% | 4.97% | 4.42% | 0.82% | 3.01% | 5.20% | 3.39% | 3.73% | 5.30% | 2.10% |
IVV iShares Core S&P 500 ETF | 1.31% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
FRDPX vs. IVV - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -51.57%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FRDPX and IVV.
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Volatility
FRDPX vs. IVV - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 4.41%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.82%. This indicates that FRDPX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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