TEMFX vs. VGT
Compare and contrast key facts about Templeton Foreign Fund Class A (TEMFX) and Vanguard Information Technology ETF (VGT).
TEMFX is managed by Franklin Templeton. It was launched on Oct 5, 1982. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEMFX or VGT.
Correlation
The correlation between TEMFX and VGT is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TEMFX vs. VGT - Performance Comparison
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Key characteristics
TEMFX:
0.02
VGT:
0.39
TEMFX:
0.19
VGT:
0.73
TEMFX:
1.02
VGT:
1.10
TEMFX:
0.02
VGT:
0.43
TEMFX:
0.10
VGT:
1.39
TEMFX:
6.59%
VGT:
8.33%
TEMFX:
19.74%
VGT:
29.76%
TEMFX:
-77.40%
VGT:
-54.63%
TEMFX:
-17.95%
VGT:
-11.63%
Returns By Period
In the year-to-date period, TEMFX achieves a 8.50% return, which is significantly higher than VGT's -8.02% return. Over the past 10 years, TEMFX has underperformed VGT with an annualized return of 2.93%, while VGT has yielded a comparatively higher 19.33% annualized return.
TEMFX
8.50%
11.11%
3.25%
-0.15%
10.83%
2.93%
VGT
-8.02%
12.05%
-8.30%
11.24%
18.63%
19.33%
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TEMFX vs. VGT - Expense Ratio Comparison
TEMFX has a 1.10% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
TEMFX vs. VGT — Risk-Adjusted Performance Rank
TEMFX
VGT
TEMFX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Foreign Fund Class A (TEMFX) and Vanguard Information Technology ETF (VGT). 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.
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Dividends
TEMFX vs. VGT - Dividend Comparison
TEMFX's dividend yield for the trailing twelve months is around 2.17%, more than VGT's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMFX Templeton Foreign Fund Class A | 2.17% | 2.35% | 2.43% | 1.18% | 4.10% | 1.32% | 3.31% | 2.65% | 1.40% | 1.87% | 1.43% | 9.38% |
VGT Vanguard Information Technology ETF | 0.56% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
TEMFX vs. VGT - Drawdown Comparison
The maximum TEMFX drawdown since its inception was -77.40%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for TEMFX and VGT. For additional features, visit the drawdowns tool.
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Volatility
TEMFX vs. VGT - Volatility Comparison
The current volatility for Templeton Foreign Fund Class A (TEMFX) is 5.42%, while Vanguard Information Technology ETF (VGT) has a volatility of 9.35%. This indicates that TEMFX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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