FRDPX vs. IVV
FRDPX (Franklin Rising Dividends Fund) and IVV (iShares Core S&P 500 ETF) are both funds - FRDPX is a Large Cap Blend Equities fund managed by Franklin Templeton, while IVV is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, FRDPX returned 11.22%/yr vs 15.14%/yr for IVV. Their correlation of 0.91 means they have usually moved in the same direction. FRDPX charges 0.85%/yr vs 0.03%/yr for IVV.
Performance
FRDPX vs. IVV - Performance Comparison
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Returns By Period
In the year-to-date period, FRDPX achieves a 8.00% return, which is significantly lower than IVV's 11.75% return. Over the past 10 years, FRDPX has underperformed IVV with an annualized return of 11.22%, while IVV has yielded a comparatively higher 15.14% annualized return.
FRDPX
- 1D
- -0.23%
- 1M
- 1.47%
- 6M
- 6.08%
- YTD
- 8.00%
- 1Y
- 13.32%
- 3Y*
- 11.20%
- 5Y*
- 7.71%
- 10Y*
- 11.22%
- ALL TIME*
- 9.57%
IVV
- 1D
- 1.47%
- 1M
- 1.72%
- 6M
- 9.57%
- YTD
- 11.75%
- 1Y
- 23.34%
- 3Y*
- 20.85%
- 5Y*
- 13.13%
- 10Y*
- 15.14%
- ALL TIME*
- 8.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $3.33B | $3.25B | $5.92B |
FRDPX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 8.00% | 11.96% | 10.92% | 12.10% | -10.69% | 26.62% | 16.29% | 29.83% | -5.27% | 17.33% |
IVV iShares Core S&P 500 ETF | 11.75% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Correlation
The correlation between FRDPX and IVV is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since May 19, 2000 | 0.91 |
The correlation between FRDPX and IVV shifts across timeframes, from 0.78 (1 year) to 0.91 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
FRDPX vs. IVV — Risk / Return Rank
FRDPX
IVV
FRDPX vs. IVV - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FRDPX | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.33 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.64 | -0.88 |
| Martin ratioReturn relative to average drawdown | 6.82 | 11.23 | -4.42 |
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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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Drawdown Indicators
| FRDPX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.57% | -55.25% | +3.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.10% | -8.89% | +1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -18.26% | -18.75% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -21.07% | -24.53% | +3.46% |
Max Drawdown (10Y)Largest decline over 10 years | -34.89% | -33.90% | -0.99% |
Current DrawdownCurrent decline from peak | -0.45% | 0.00% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -5.79% | -10.72% | +4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.08% | -0.26% |
Volatility
FRDPX vs. IVV - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 2.83%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.81%. 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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Volatility by Period
| FRDPX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 3.81% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 7.75% | 10.27% | -2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.34% | 12.87% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.33% | 17.03% | -1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.12% | 18.07% | -0.95% |
FRDPX vs. IVV - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is higher than IVV's 0.03% expense ratio.
Dividends
FRDPX vs. IVV - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 9.46%, more than IVV's 1.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 9.46% | 10.25% | 10.15% | 4.60% | 4.96% | 4.42% | 0.82% | 3.01% | 5.20% | 0.90% | 3.09% | 5.30% |
IVV iShares Core S&P 500 ETF | 1.08% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Frequently Asked Questions
FRDPX and IVV have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVV has higher volatility (3.81%) compared to FRDPX (2.83%). In terms of maximum drawdown, FRDPX dropped -51.57% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.82 vs 1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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