SBSPX vs. VFIAX
Compare and contrast key facts about Franklin S&P 500 Index Fund (SBSPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
SBSPX is managed by Franklin Templeton. It was launched on Jan 5, 1998. 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: SBSPX or VFIAX.
Correlation
The correlation between SBSPX and VFIAX is 1.00, 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
SBSPX vs. VFIAX - Performance Comparison
Key characteristics
SBSPX:
1.78
VFIAX:
1.86
SBSPX:
2.41
VFIAX:
2.51
SBSPX:
1.33
VFIAX:
1.34
SBSPX:
2.69
VFIAX:
2.81
SBSPX:
10.88
VFIAX:
11.66
SBSPX:
2.09%
VFIAX:
2.04%
SBSPX:
12.79%
VFIAX:
12.77%
SBSPX:
-55.62%
VFIAX:
-55.20%
SBSPX:
0.00%
VFIAX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with SBSPX having a 4.58% return and VFIAX slightly higher at 4.63%. Over the past 10 years, SBSPX has underperformed VFIAX with an annualized return of 9.71%, while VFIAX has yielded a comparatively higher 13.28% annualized return.
SBSPX
4.58%
2.53%
9.38%
24.10%
11.41%
9.71%
VFIAX
4.63%
2.57%
10.00%
25.10%
14.76%
13.28%
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SBSPX vs. VFIAX - Expense Ratio Comparison
SBSPX has a 0.54% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
SBSPX vs. VFIAX — Risk-Adjusted Performance Rank
SBSPX
VFIAX
SBSPX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin S&P 500 Index Fund (SBSPX) 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
SBSPX vs. VFIAX - Dividend Comparison
SBSPX's dividend yield for the trailing twelve months is around 0.74%, less than VFIAX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBSPX Franklin S&P 500 Index Fund | 0.74% | 0.77% | 0.97% | 1.12% | 0.68% | 1.12% | 1.42% | 1.49% | 1.34% | 1.73% | 1.95% | 1.24% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SBSPX vs. VFIAX - Drawdown Comparison
The maximum SBSPX drawdown since its inception was -55.62%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SBSPX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
SBSPX vs. VFIAX - Volatility Comparison
Franklin S&P 500 Index Fund (SBSPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.08% and 3.07%, 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.