Correlation
The correlation between TEMWX and VOO is 0.85, 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.
TEMWX vs. VOO
Compare and contrast key facts about Templeton World Fund (TEMWX) and Vanguard S&P 500 ETF (VOO).
TEMWX is managed by Franklin Templeton. It was launched on Jan 16, 1978. 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: TEMWX or VOO.
Performance
TEMWX vs. VOO - Performance Comparison
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Key characteristics
TEMWX:
0.57
VOO:
0.74
TEMWX:
0.71
VOO:
1.04
TEMWX:
1.10
VOO:
1.15
TEMWX:
0.47
VOO:
0.68
TEMWX:
1.81
VOO:
2.58
TEMWX:
4.30%
VOO:
4.93%
TEMWX:
18.48%
VOO:
19.54%
TEMWX:
-55.26%
VOO:
-33.99%
TEMWX:
-2.10%
VOO:
-3.55%
Returns By Period
In the year-to-date period, TEMWX achieves a 4.09% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, TEMWX has underperformed VOO with an annualized return of 5.02%, while VOO has yielded a comparatively higher 12.81% annualized return.
TEMWX
4.09%
5.43%
2.11%
9.83%
13.66%
10.06%
5.02%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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TEMWX vs. VOO - Expense Ratio Comparison
TEMWX has a 1.04% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TEMWX vs. VOO — Risk-Adjusted Performance Rank
TEMWX
VOO
TEMWX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton World Fund (TEMWX) 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.
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Dividends
TEMWX vs. VOO - Dividend Comparison
TEMWX's dividend yield for the trailing twelve months is around 6.45%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMWX Templeton World Fund | 6.45% | 6.72% | 0.63% | 1.60% | 1.53% | 0.00% | 4.82% | 21.10% | 5.95% | 6.38% | 7.52% | 9.33% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TEMWX vs. VOO - Drawdown Comparison
The maximum TEMWX drawdown since its inception was -55.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TEMWX and VOO.
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Volatility
TEMWX vs. VOO - Volatility Comparison
The current volatility for Templeton World Fund (TEMWX) is 4.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that TEMWX 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.
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