FRDPX vs. VOO
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and Vanguard S&P 500 ETF (VOO).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRDPX or VOO.
Correlation
The correlation between FRDPX and VOO is 0.93, 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. VOO - Performance Comparison
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Key characteristics
FRDPX:
-0.26
VOO:
0.52
FRDPX:
-0.19
VOO:
0.89
FRDPX:
0.97
VOO:
1.13
FRDPX:
-0.17
VOO:
0.57
FRDPX:
-0.46
VOO:
2.18
FRDPX:
8.45%
VOO:
4.85%
FRDPX:
17.58%
VOO:
19.11%
FRDPX:
-52.49%
VOO:
-33.99%
FRDPX:
-13.75%
VOO:
-7.67%
Returns By Period
In the year-to-date period, FRDPX achieves a -0.97% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, FRDPX has underperformed VOO with an annualized return of 6.41%, while VOO has yielded a comparatively higher 12.42% annualized return.
FRDPX
-0.97%
5.97%
-13.28%
-4.92%
7.94%
6.41%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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FRDPX vs. VOO - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FRDPX vs. VOO — Risk-Adjusted Performance Rank
FRDPX
VOO
FRDPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
FRDPX vs. VOO - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 0.82%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 0.82% | 0.85% | 0.99% | 0.93% | 0.56% | 0.82% | 1.03% | 1.29% | 1.11% | 1.63% | 1.30% | 1.15% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FRDPX vs. VOO - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -52.49%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FRDPX and VOO. For additional features, visit the drawdowns tool.
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Volatility
FRDPX vs. VOO - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 5.55%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that FRDPX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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