FRDPX vs. SSSYX
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and State Street Equity 500 Index Fund Class K (SSSYX).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
FRDPX vs. SSSYX - Performance Comparison
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FRDPX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | -4.58% | 11.96% | 10.92% | 12.10% | -10.69% | 26.62% | 16.29% | 29.83% | -5.27% | 17.33% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, FRDPX achieves a -4.58% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, FRDPX has underperformed SSSYX with an annualized return of 10.53%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
FRDPX
- 1D
- -0.05%
- 1M
- -7.10%
- YTD
- -4.58%
- 6M
- -3.87%
- 1Y
- 8.41%
- 3Y*
- 8.63%
- 5Y*
- 7.61%
- 10Y*
- 10.53%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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FRDPX vs. SSSYX - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
FRDPX vs. SSSYX — Risk / Return Rank
FRDPX
SSSYX
FRDPX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and State Street Equity 500 Index Fund Class K (SSSYX). 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.
| FRDPX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.84 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.30 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.06 | -0.32 |
Martin ratioReturn relative to average drawdown | 3.45 | 5.13 | -1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FRDPX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.84 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.68 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.11 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.11 | +0.49 |
Correlation
The correlation between FRDPX and SSSYX is 0.92, 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.
Dividends
FRDPX vs. SSSYX - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 10.74%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 10.74% | 10.25% | 10.15% | 4.60% | 4.96% | 4.42% | 0.82% | 3.01% | 5.20% | 0.90% | 3.09% | 5.30% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
FRDPX vs. SSSYX - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -51.57%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for FRDPX and SSSYX.
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Drawdown Indicators
| FRDPX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.57% | -91.48% | +39.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.54% | -12.10% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -21.07% | -24.49% | +3.42% |
Max Drawdown (10Y)Largest decline over 10 years | -34.89% | -91.48% | +56.59% |
Current DrawdownCurrent decline from peak | -7.10% | -8.88% | +1.78% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -4.20% | -1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.49% | -0.23% |
Volatility
FRDPX vs. SSSYX - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 3.46%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that FRDPX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRDPX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 4.24% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.49% | 9.08% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.22% | 18.10% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.36% | 16.85% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.16% | 124.43% | -107.27% |