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.
Key characteristics
| FRDPX | IVV | |
|---|---|---|
| YTD Return | 12.12% | 19.04% |
| 1Y Return | 17.19% | 26.62% |
| 3Y Return (Ann) | 6.51% | 9.85% |
| 5Y Return (Ann) | 11.65% | 15.18% |
| 10Y Return (Ann) | 10.80% | 12.93% |
| Sharpe Ratio | 1.77 | 2.19 |
| Daily Std Dev | 10.14% | 12.70% |
| Max Drawdown | -51.57% | -55.25% |
| Current Drawdown | 0.00% | -0.51% |
Correlation
The correlation between FRDPX and IVV is 0.91, 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
FRDPX vs. IVV - Performance Comparison
In the year-to-date period, FRDPX achieves a 12.12% return, which is significantly lower than IVV's 19.04% return. Over the past 10 years, FRDPX has underperformed IVV with an annualized return of 10.80%, while IVV has yielded a comparatively higher 12.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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.
Dividends
FRDPX vs. IVV - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 4.09%, more than IVV's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 4.09% | 4.60% | 4.96% | 4.42% | 0.82% | 3.01% | 5.20% | 3.39% | 3.73% | 5.30% | 1.15% | 0.88% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
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. For additional features, visit the drawdowns tool.
Volatility
FRDPX vs. IVV - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 3.14%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.26%. 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.