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.
Correlation
The correlation between TEMWX and VOO is 0.84, 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
TEMWX vs. VOO - Performance Comparison
Key characteristics
TEMWX:
0.79
VOO:
1.81
TEMWX:
1.13
VOO:
2.44
TEMWX:
1.15
VOO:
1.33
TEMWX:
1.15
VOO:
2.74
TEMWX:
3.36
VOO:
11.43
TEMWX:
3.54%
VOO:
2.02%
TEMWX:
15.01%
VOO:
12.77%
TEMWX:
-60.04%
VOO:
-33.99%
TEMWX:
-5.77%
VOO:
-0.72%
Returns By Period
In the year-to-date period, TEMWX achieves a 4.94% return, which is significantly higher than VOO's 3.31% return. Over the past 10 years, TEMWX has underperformed VOO with an annualized return of 1.58%, while VOO has yielded a comparatively higher 13.25% annualized return.
TEMWX
4.94%
4.62%
2.25%
11.18%
5.48%
1.58%
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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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.
Dividends
TEMWX vs. VOO - Dividend Comparison
TEMWX's dividend yield for the trailing twelve months is around 0.02%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMWX Templeton World Fund | 0.02% | 0.02% | 0.63% | 0.41% | 1.53% | 0.00% | 3.67% | 5.46% | 0.12% | 3.61% | 1.87% | 12.34% |
VOO Vanguard S&P 500 ETF | 1.20% | 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 -60.04%, 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. For additional features, visit the drawdowns tool.
Volatility
TEMWX vs. VOO - Volatility Comparison
Templeton World Fund (TEMWX) has a higher volatility of 3.72% compared to Vanguard S&P 500 ETF (VOO) at 3.40%. This indicates that TEMWX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.