FRDPX vs. IVV

In the year-to-date period, FRDPX achieves a -0.97% return, which is significantly higher than IVV's -3.40% return. Over the past 10 years, FRDPX has underperformed IVV with an annualized return of 6.41%, while IVV has yielded a comparatively higher 12.41% annualized return.

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FRDPX has a 0.85% expense ratio, which is higher than IVV's 0.03% expense ratio.

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.

The current FRDPX Sharpe Ratio is -0.26, which is lower than the IVV Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FRDPX and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FRDPX's dividend yield for the trailing twelve months is around 0.82%, less than IVV's 1.37% yield.

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.

The current volatility for Franklin Rising Dividends Fund (FRDPX) is 5.55%, while iShares Core S&P 500 ETF (IVV) has a volatility of 6.88%. 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.