FRDTX vs. FSUVX
FRDTX (Franklin Rising Dividends Fund Class C) and FSUVX (Fidelity SAI U.S. Low Volatility Index Fund) are both Large Cap Blend Equities funds. Over the past 10 years, FRDTX returned 12.10%/yr vs 11.18%/yr for FSUVX. Their correlation of 0.91 suggests significant overlap in exposure. FRDTX charges 1.59%/yr vs 0.11%/yr for FSUVX.
Performance
FRDTX vs. FSUVX - Performance Comparison
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Returns By Period
In the year-to-date period, FRDTX achieves a 4.84% return, which is significantly higher than FSUVX's 3.46% return. Over the past 10 years, FRDTX has outperformed FSUVX with an annualized return of 12.10%, while FSUVX has yielded a comparatively lower 11.18% annualized return.
FRDTX
- 1D
- -0.22%
- 1M
- 0.71%
- YTD
- 4.84%
- 6M
- 4.05%
- 1Y
- 12.82%
- 3Y*
- 14.41%
- 5Y*
- 9.77%
- 10Y*
- 12.10%
FSUVX
- 1D
- -0.59%
- 1M
- -2.76%
- YTD
- 3.46%
- 6M
- 2.97%
- 1Y
- 10.40%
- 3Y*
- 13.42%
- 5Y*
- 9.18%
- 10Y*
- 11.18%
FRDTX vs. FSUVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRDTX Franklin Rising Dividends Fund Class C | 4.84% | 11.13% | 21.73% | 11.27% | -11.36% | 25.67% | 15.42% | 28.87% | -5.99% | 19.19% |
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 3.46% | 11.03% | 17.40% | 14.80% | -10.93% | 21.51% | 9.86% | 27.73% | 1.35% | 17.68% |
Correlation
The correlation between FRDTX and FSUVX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2015 | 0.91 |
The correlation between FRDTX and FSUVX has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.
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Return for Risk
FRDTX vs. FSUVX — Risk / Return Rank
FRDTX
FSUVX
FRDTX vs. FSUVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund Class C (FRDTX) and Fidelity SAI U.S. Low Volatility Index Fund (FSUVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FRDTX | FSUVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.61 | +0.34 |
| Martin ratioReturn relative to average drawdown | 7.53 | 6.69 | +0.84 |
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Drawdowns
FRDTX vs. FSUVX - Drawdown Comparison
The maximum FRDTX drawdown since its inception was -52.13%, which is greater than FSUVX's maximum drawdown of -32.41%. Use the drawdown chart below to compare losses from any high point for FRDTX and FSUVX.
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Drawdown Indicators
| FRDTX | FSUVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.13% | -32.41% | -19.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.20% | -7.28% | +0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -18.54% | -11.55% | -6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -21.53% | -19.48% | -2.05% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -32.41% | -2.52% |
Current DrawdownCurrent decline from peak | -0.95% | -2.76% | +1.81% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -3.27% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.74% | +0.11% |
Volatility
FRDTX vs. FSUVX - Volatility Comparison
Franklin Rising Dividends Fund Class C (FRDTX) and Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) have volatilities of 2.79% and 2.71%, 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.
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Volatility by Period
| FRDTX | FSUVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 2.71% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.83% | 6.54% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.28% | 8.59% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 12.97% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.14% | 15.19% | +2.95% |
FRDTX vs. FSUVX - Expense Ratio Comparison
FRDTX has a 1.59% expense ratio, which is higher than FSUVX's 0.11% expense ratio.
Dividends
FRDTX vs. FSUVX - Dividend Comparison
FRDTX's dividend yield for the trailing twelve months is around 9.26%, more than FSUVX's 4.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDTX Franklin Rising Dividends Fund Class C | 9.26% | 9.73% | 19.21% | 3.91% | 4.27% | 3.95% | 0.17% | 2.35% | 4.44% | 2.59% | 2.61% | 4.58% |
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 4.30% | 4.45% | 2.25% | 1.74% | 4.12% | 3.52% | 1.31% | 3.80% | 2.63% | 2.94% | 2.23% | 1.17% |
Frequently Asked Questions
FRDTX and FSUVX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FRDTX has higher volatility (2.79%) compared to FSUVX (2.71%). In terms of maximum drawdown, FRDTX dropped -52.13% vs FSUVX's -32.41%.
FRDTX currently has the higher Sharpe Ratio (1.36 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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