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.
Correlation
The correlation between FRDPX and IVV is 0.90, 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
Key characteristics
FRDPX:
0.36
IVV:
2.21
FRDPX:
0.51
IVV:
2.92
FRDPX:
1.08
IVV:
1.41
FRDPX:
0.34
IVV:
3.35
FRDPX:
1.24
IVV:
14.00
FRDPX:
3.74%
IVV:
2.01%
FRDPX:
12.79%
IVV:
12.79%
FRDPX:
-52.49%
IVV:
-55.25%
FRDPX:
-11.13%
IVV:
-1.39%
Returns By Period
The year-to-date returns for both stocks are quite close, with FRDPX having a 2.04% return and IVV slightly lower at 1.97%. Over the past 10 years, FRDPX has underperformed IVV with an annualized return of 7.03%, while IVV has yielded a comparatively higher 13.45% annualized return.
FRDPX
2.04%
-6.43%
-3.63%
3.32%
5.83%
7.03%
IVV
1.97%
2.29%
9.55%
25.54%
14.28%
13.45%
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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.
Dividends
FRDPX vs. IVV - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 0.83%, less than IVV's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 0.83% | 0.85% | 0.99% | 0.93% | 0.56% | 0.82% | 1.03% | 1.29% | 1.11% | 1.63% | 1.30% | 1.15% |
IVV iShares Core S&P 500 ETF | 1.27% | 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 -52.49%, roughly equal to 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
Franklin Rising Dividends Fund (FRDPX) has a higher volatility of 8.80% compared to iShares Core S&P 500 ETF (IVV) at 5.04%. This indicates that FRDPX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.