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
Key characteristics
FRDPX:
0.36
VOO:
2.21
FRDPX:
0.51
VOO:
2.92
FRDPX:
1.08
VOO:
1.41
FRDPX:
0.34
VOO:
3.34
FRDPX:
1.24
VOO:
14.07
FRDPX:
3.74%
VOO:
2.01%
FRDPX:
12.79%
VOO:
12.80%
FRDPX:
-52.49%
VOO:
-33.99%
FRDPX:
-11.13%
VOO:
-1.36%
Returns By Period
The year-to-date returns for both stocks are quite close, with FRDPX having a 2.04% return and VOO slightly lower at 1.98%. Over the past 10 years, FRDPX has underperformed VOO with an annualized return of 7.03%, while VOO has yielded a comparatively higher 13.52% annualized return.
FRDPX
2.04%
-6.43%
-3.63%
3.32%
5.83%
7.03%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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.
Dividends
FRDPX vs. VOO - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 0.83%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 0.83% | 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 | 1.22% | 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.
Volatility
FRDPX vs. VOO - Volatility Comparison
Franklin Rising Dividends Fund (FRDPX) has a higher volatility of 8.80% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. This indicates that FRDPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.