FSSAX vs. VBK

In the year-to-date period, FSSAX achieves a -3.20% return, which is significantly lower than VBK's -2.36% return. Over the past 10 years, FSSAX has underperformed VBK with an annualized return of 2.43%, while VBK has yielded a comparatively higher 8.34% annualized return.

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FSSAX has a 0.78% expense ratio, which is higher than VBK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Growth Fund (FSSAX) and Vanguard Small-Cap Growth ETF (VBK). 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.

The current FSSAX Sharpe Ratio is 0.22, which is lower than the VBK Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of FSSAX and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSSAX has not paid dividends to shareholders, while VBK's dividend yield for the trailing twelve months is around 0.55%.

The maximum FSSAX drawdown since its inception was -67.18%, which is greater than VBK's maximum drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for FSSAX and VBK. For additional features, visit the drawdowns tool.

The current volatility for Franklin Small Cap Growth Fund (FSSAX) is 4.84%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 5.34%. This indicates that FSSAX experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.