LDIFX vs. VOO
Compare and contrast key facts about Franklin Global Dividend Fund (LDIFX) and Vanguard S&P 500 ETF (VOO).
LDIFX is managed by Legg Mason. It was launched on Feb 27, 2013. 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: LDIFX or VOO.
Correlation
The correlation between LDIFX and VOO is 0.82, 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
LDIFX vs. VOO - Performance Comparison
Key characteristics
Returns By Period
LDIFX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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LDIFX vs. VOO - Expense Ratio Comparison
LDIFX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LDIFX vs. VOO — Risk-Adjusted Performance Rank
LDIFX
VOO
LDIFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Dividend Fund (LDIFX) 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.
Dividends
LDIFX vs. VOO - Dividend Comparison
LDIFX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDIFX Franklin Global Dividend Fund | 100.03% | 100.03% | 3.73% | 6.04% | 6.75% | 2.31% | 4.85% | 5.67% | 2.52% | 3.59% | 2.15% | 6.87% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LDIFX vs. VOO - Drawdown Comparison
Volatility
LDIFX vs. VOO - Volatility Comparison
The current volatility for Franklin Global Dividend Fund (LDIFX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that LDIFX 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.