FRDTX vs. DGRO
Compare and contrast key facts about Franklin Rising Dividends Fund Class C (FRDTX) and iShares Core Dividend Growth ETF (DGRO).
FRDTX is managed by Franklin Templeton. It was launched on Jul 22, 1996. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRDTX or DGRO.
Correlation
The correlation between FRDTX and DGRO 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
FRDTX vs. DGRO - Performance Comparison
Key characteristics
FRDTX:
0.14
DGRO:
1.88
FRDTX:
0.24
DGRO:
2.66
FRDTX:
1.04
DGRO:
1.34
FRDTX:
0.12
DGRO:
2.93
FRDTX:
0.36
DGRO:
8.92
FRDTX:
4.83%
DGRO:
2.08%
FRDTX:
12.82%
DGRO:
9.89%
FRDTX:
-53.05%
DGRO:
-35.10%
FRDTX:
-9.67%
DGRO:
-0.20%
Returns By Period
In the year-to-date period, FRDTX achieves a 4.01% return, which is significantly lower than DGRO's 5.02% return. Over the past 10 years, FRDTX has underperformed DGRO with an annualized return of 6.07%, while DGRO has yielded a comparatively higher 11.80% annualized return.
FRDTX
4.01%
1.97%
-4.62%
1.84%
5.24%
6.07%
DGRO
5.02%
2.92%
6.98%
19.00%
11.35%
11.80%
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FRDTX vs. DGRO - Expense Ratio Comparison
FRDTX has a 1.59% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
FRDTX vs. DGRO — Risk-Adjusted Performance Rank
FRDTX
DGRO
FRDTX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund Class C (FRDTX) and iShares Core Dividend Growth ETF (DGRO). 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
FRDTX vs. DGRO - Dividend Comparison
FRDTX's dividend yield for the trailing twelve months is around 0.12%, less than DGRO's 2.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDTX Franklin Rising Dividends Fund Class C | 0.12% | 0.13% | 0.23% | 0.14% | 0.01% | 0.17% | 0.34% | 0.46% | 0.42% | 0.94% | 0.52% | 0.46% |
DGRO iShares Core Dividend Growth ETF | 2.15% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
FRDTX vs. DGRO - Drawdown Comparison
The maximum FRDTX drawdown since its inception was -53.05%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for FRDTX and DGRO. For additional features, visit the drawdowns tool.
Volatility
FRDTX vs. DGRO - Volatility Comparison
Franklin Rising Dividends Fund Class C (FRDTX) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 2.57% and 2.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.