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.
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.
Performance
FRDPX vs. VOO - Performance Comparison
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Key characteristics
FRDPX:
0.55
VOO:
0.74
FRDPX:
0.80
VOO:
1.04
FRDPX:
1.11
VOO:
1.15
FRDPX:
0.50
VOO:
0.68
FRDPX:
1.91
VOO:
2.58
FRDPX:
4.02%
VOO:
4.93%
FRDPX:
16.17%
VOO:
19.54%
FRDPX:
-51.57%
VOO:
-33.99%
FRDPX:
-2.93%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FRDPX achieves a 1.95% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, FRDPX has underperformed VOO with an annualized return of 10.31%, while VOO has yielded a comparatively higher 12.81% annualized return.
FRDPX
1.95%
4.57%
-2.93%
7.58%
8.43%
12.07%
10.31%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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 9.94%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 9.94% | 10.15% | 4.59% | 4.97% | 4.42% | 0.82% | 3.01% | 5.20% | 3.39% | 3.73% | 5.30% | 2.10% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -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.
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Volatility
FRDPX vs. VOO - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 4.41%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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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