FRDPX vs. VOO

Last updated Apr 1, 2026

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.

Performance

FRDPX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Rising Dividends Fund (FRDPX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

FRDPX vs. VOO - 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%
VOO Vanguard S&P 500 ETF	-4.42%	17.82%	24.98%	26.32%	-18.17%	28.79%	18.32%	31.37%	-4.50%	21.77%

Returns By Period

The year-to-date returns for both investments are quite close, with FRDPX having a -4.58% return and VOO slightly higher at -4.42%. Over the past 10 years, FRDPX has underperformed VOO with an annualized return of 10.53%, while VOO has yielded a comparatively higher 14.05% 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%

VOO

• 1D: 2.86%
• 1M: -5.01%
• YTD: -4.42%
• 6M: -1.84%
• 1Y: 17.67%
• 3Y*: 18.27%
• 5Y*: 11.75%
• 10Y*: 14.05%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FRDPX vs. VOO - Expense Ratio Comparison

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

FRDPX

Franklin Rising Dividends Fund

VOO

Vanguard S&P 500 ETF

Return for Risk

FRDPX vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FRDPX

FRDPX Risk / Return Rank: 28
FRDPX Sharpe Ratio Rank: 27
FRDPX Sortino Ratio Rank: 29
FRDPX Omega Ratio Rank: 27
FRDPX Calmar Ratio Rank: 26
FRDPX Martin Ratio Rank: 32

VOO

VOO Risk / Return Rank: 65
VOO Sharpe Ratio Rank: 59
VOO Sortino Ratio Rank: 62
VOO Omega Ratio Rank: 66
VOO Calmar Ratio Rank: 65
VOO Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FRDPX vs. VOO - Risk-Adjusted Trends 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.

	FRDPX	VOO	Difference
Sharpe ratio Return per unit of total volatility	0.63	0.98	-0.35
Sortino ratio Return per unit of downside risk	1.03	1.50	-0.47
Omega ratio Gain probability vs. loss probability	1.14	1.23	-0.08
Calmar ratio Return relative to maximum drawdown	0.74	1.53	-0.79
Martin ratio Return relative to average drawdown	3.45	7.29	-3.85
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FRDPX vs. VOO - Sharpe Ratio Comparison

The current FRDPX Sharpe Ratio is 0.63, which is lower than the VOO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of FRDPX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FRDPX	VOO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.63	0.98	-0.35
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	0.70	-0.20
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.62	0.78	-0.17
Sharpe Ratio (All Time) Calculated using the full available price history	0.60	0.83	-0.23

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.

Dividends

FRDPX vs. VOO - Dividend Comparison

FRDPX's dividend yield for the trailing twelve months is around 10.74%, more than VOO's 1.19% 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%
VOO Vanguard S&P 500 ETF	1.19%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

Drawdowns

FRDPX vs. VOO - Drawdown Comparison

The maximum FRDPX drawdown since its inception was -51.57%, 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.

Drawdown Indicators

	FRDPX	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-51.57%	-33.99%	-17.58%
Max Drawdown (1Y) Largest decline over 1 year	-10.54%	-11.98%	+1.44%
Max Drawdown (5Y) Largest decline over 5 years	-21.07%	-24.52%	+3.45%
Max Drawdown (10Y) Largest decline over 10 years	-34.89%	-33.99%	-0.90%
Current Drawdown Current decline from peak	-7.10%	-6.29%	-0.81%
Average Drawdown Average peak-to-trough decline	-5.84%	-3.72%	-2.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.26%	2.52%	-0.26%

Volatility

FRDPX vs. VOO - Volatility Comparison

The current volatility for Franklin Rising Dividends Fund (FRDPX) is 3.46%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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.

Volatility by Period

	FRDPX	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.46%	5.29%	-1.83%
Volatility (6M) Calculated over the trailing 6-month period	7.49%	9.44%	-1.95%
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%	16.82%	-1.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.16%	17.99%	-0.83%