SCHAX vs. VOO
Compare and contrast key facts about Franklin Multi-Asset Growth Fund (SCHAX) and Vanguard S&P 500 ETF (VOO).
SCHAX is managed by Franklin Templeton. It was launched on Feb 4, 1996. 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: SCHAX or VOO.
Correlation
The correlation between SCHAX and VOO is 0.94, 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
SCHAX vs. VOO - Performance Comparison
Key characteristics
SCHAX:
0.99
VOO:
1.88
SCHAX:
1.35
VOO:
2.53
SCHAX:
1.19
VOO:
1.35
SCHAX:
1.22
VOO:
2.81
SCHAX:
4.48
VOO:
11.78
SCHAX:
2.69%
VOO:
2.02%
SCHAX:
12.14%
VOO:
12.67%
SCHAX:
-59.27%
VOO:
-33.99%
SCHAX:
-2.89%
VOO:
0.00%
Returns By Period
In the year-to-date period, SCHAX achieves a 5.15% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, SCHAX has underperformed VOO with an annualized return of 1.65%, while VOO has yielded a comparatively higher 13.30% annualized return.
SCHAX
5.15%
2.97%
3.84%
12.87%
4.26%
1.65%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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SCHAX vs. VOO - Expense Ratio Comparison
SCHAX has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SCHAX vs. VOO — Risk-Adjusted Performance Rank
SCHAX
VOO
SCHAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Multi-Asset Growth Fund (SCHAX) 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
SCHAX vs. VOO - Dividend Comparison
SCHAX's dividend yield for the trailing twelve months is around 1.12%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHAX Franklin Multi-Asset Growth Fund | 1.12% | 1.18% | 1.04% | 1.81% | 3.61% | 1.02% | 1.42% | 2.07% | 1.23% | 1.02% | 0.94% | 1.09% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SCHAX vs. VOO - Drawdown Comparison
The maximum SCHAX drawdown since its inception was -59.27%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SCHAX and VOO. For additional features, visit the drawdowns tool.
Volatility
SCHAX vs. VOO - Volatility Comparison
The current volatility for Franklin Multi-Asset Growth Fund (SCHAX) is 2.84%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that SCHAX 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.