FTSD vs. VFIAX
Compare and contrast key facts about Franklin Liberty Short Duration U.S. Government ETF (FTSD) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
FTSD is an actively managed fund by Franklin Templeton. It was launched on Nov 4, 2013. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTSD or VFIAX.
Correlation
The correlation between FTSD and VFIAX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FTSD vs. VFIAX - Performance Comparison
Key characteristics
FTSD:
3.74
VFIAX:
2.02
FTSD:
5.93
VFIAX:
2.71
FTSD:
1.88
VFIAX:
1.37
FTSD:
11.73
VFIAX:
3.08
FTSD:
31.88
VFIAX:
12.89
FTSD:
0.16%
VFIAX:
2.02%
FTSD:
1.36%
VFIAX:
12.87%
FTSD:
-5.32%
VFIAX:
-55.20%
FTSD:
0.00%
VFIAX:
-2.17%
Returns By Period
In the year-to-date period, FTSD achieves a 0.27% return, which is significantly lower than VFIAX's 1.21% return. Over the past 10 years, FTSD has underperformed VFIAX with an annualized return of 1.64%, while VFIAX has yielded a comparatively higher 13.43% annualized return.
FTSD
0.27%
0.28%
2.63%
5.12%
1.77%
1.64%
VFIAX
1.21%
-1.95%
7.17%
26.52%
14.10%
13.43%
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FTSD vs. VFIAX - Expense Ratio Comparison
FTSD has a 0.25% expense ratio, which is higher than VFIAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FTSD vs. VFIAX — Risk-Adjusted Performance Rank
FTSD
VFIAX
FTSD vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty Short Duration U.S. Government ETF (FTSD) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
FTSD vs. VFIAX - Dividend Comparison
FTSD's dividend yield for the trailing twelve months is around 4.73%, more than VFIAX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSD Franklin Liberty Short Duration U.S. Government ETF | 4.73% | 4.75% | 4.14% | 1.73% | 1.01% | 1.54% | 2.90% | 2.63% | 2.24% | 1.92% | 1.52% | 1.91% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.22% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FTSD vs. VFIAX - Drawdown Comparison
The maximum FTSD drawdown since its inception was -5.32%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FTSD and VFIAX. For additional features, visit the drawdowns tool.
Volatility
FTSD vs. VFIAX - Volatility Comparison
The current volatility for Franklin Liberty Short Duration U.S. Government ETF (FTSD) is 0.65%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.97%. This indicates that FTSD experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.