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:
-0.44
IVV:
0.31
FRDPX:
-0.49
IVV:
0.57
FRDPX:
0.92
IVV:
1.08
FRDPX:
-0.34
IVV:
0.31
FRDPX:
-1.01
IVV:
1.41
FRDPX:
7.52%
IVV:
4.19%
FRDPX:
17.15%
IVV:
18.93%
FRDPX:
-52.49%
IVV:
-55.25%
FRDPX:
-18.47%
IVV:
-13.89%
Returns By Period
In the year-to-date period, FRDPX achieves a -6.39% return, which is significantly higher than IVV's -9.91% return. Over the past 10 years, FRDPX has underperformed IVV with an annualized return of 5.85%, while IVV has yielded a comparatively higher 11.64% annualized return.
FRDPX
-6.39%
-5.41%
-17.80%
-7.26%
7.24%
5.85%
IVV
-9.91%
-6.93%
-9.41%
6.77%
14.69%
11.64%
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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 0.90%, less than IVV's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 0.90% | 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 | 1.46% | 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
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 11.34%, while iShares Core S&P 500 ETF (IVV) has a volatility of 13.62%. 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.