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.
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
Key characteristics
TEPLX:
0.55
IVV:
2.04
TEPLX:
0.81
IVV:
2.72
TEPLX:
1.10
IVV:
1.38
TEPLX:
0.82
IVV:
3.10
TEPLX:
2.55
IVV:
12.98
TEPLX:
2.61%
IVV:
2.01%
TEPLX:
12.18%
IVV:
12.78%
TEPLX:
-63.59%
IVV:
-55.25%
TEPLX:
-4.83%
IVV:
-2.15%
Returns By Period
In the year-to-date period, TEPLX achieves a 1.87% return, which is significantly higher than IVV's 1.18% return. Over the past 10 years, TEPLX has underperformed IVV with an annualized return of 2.84%, while IVV has yielded a comparatively higher 13.44% annualized return.
TEPLX
1.87%
-1.26%
-3.54%
7.72%
4.47%
2.84%
IVV
1.18%
-1.99%
7.15%
26.50%
14.12%
13.44%
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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 Rank
TEPLX
IVV
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 1.09%, less than IVV's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEPLX Templeton Growth Fund, Inc. | 1.09% | 1.11% | 1.13% | 0.91% | 1.70% | 0.98% | 2.06% | 2.15% | 1.79% | 1.43% | 1.63% | 2.81% |
IVV iShares Core S&P 500 ETF | 1.28% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
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 4.42%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.96%. 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.