TEPLX vs. IVV
Compare and contrast key facts about Templeton Growth Fund, Inc. (TEPLX) and iShares Core S&P 500 ETF (IVV).
TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEPLX or IVV.
Key characteristics
| TEPLX | IVV | |
|---|---|---|
| YTD Return | 9.82% | 27.13% |
| 1Y Return | 22.65% | 39.88% |
| 3Y Return (Ann) | 4.41% | 10.28% |
| 5Y Return (Ann) | 5.07% | 16.00% |
| 10Y Return (Ann) | 2.97% | 13.42% |
| Sharpe Ratio | 1.83 | 3.15 |
| Sortino Ratio | 2.54 | 4.20 |
| Omega Ratio | 1.32 | 1.59 |
| Calmar Ratio | 1.47 | 4.62 |
| Martin Ratio | 10.85 | 20.91 |
| Ulcer Index | 2.04% | 1.86% |
| Daily Std Dev | 12.09% | 12.31% |
| Max Drawdown | -63.59% | -55.25% |
| Current Drawdown | -0.92% | 0.00% |
Correlation
The correlation between TEPLX and IVV is 0.78, 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
TEPLX vs. IVV - Performance Comparison
In the year-to-date period, TEPLX achieves a 9.82% return, which is significantly lower than IVV's 27.13% return. Over the past 10 years, TEPLX has underperformed IVV with an annualized return of 2.97%, while IVV has yielded a comparatively higher 13.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TEPLX vs. IVV - Expense Ratio Comparison
TEPLX has a 1.05% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
TEPLX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) and iShares Core S&P 500 ETF (IVV). 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
TEPLX vs. IVV - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 1.03%, less than IVV's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEPLX Templeton Growth Fund, Inc. | 1.03% | 1.13% | 0.91% | 1.70% | 0.98% | 2.06% | 2.15% | 1.79% | 1.43% | 1.63% | 2.81% | 1.22% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
TEPLX vs. IVV - Drawdown Comparison
The maximum TEPLX drawdown since its inception was -63.59%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for TEPLX and IVV. For additional features, visit the drawdowns tool.
Volatility
TEPLX vs. IVV - Volatility Comparison
The current volatility for Templeton Growth Fund, Inc. (TEPLX) is 3.48%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.95%. This indicates that TEPLX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.