TEPLX vs. SPY
Compare and contrast key facts about Templeton Growth Fund, Inc. (TEPLX) and SPDR S&P 500 ETF (SPY).
TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEPLX or SPY.
Correlation
The correlation between TEPLX and SPY is 0.72, 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. SPY - Performance Comparison
Key characteristics
TEPLX:
0.55
SPY:
2.03
TEPLX:
0.81
SPY:
2.71
TEPLX:
1.10
SPY:
1.38
TEPLX:
0.82
SPY:
3.09
TEPLX:
2.55
SPY:
12.94
TEPLX:
2.61%
SPY:
2.01%
TEPLX:
12.18%
SPY:
12.78%
TEPLX:
-63.59%
SPY:
-55.19%
TEPLX:
-4.83%
SPY:
-2.14%
Returns By Period
In the year-to-date period, TEPLX achieves a 1.87% return, which is significantly higher than SPY's 1.14% return. Over the past 10 years, TEPLX has underperformed SPY with an annualized return of 2.84%, while SPY has yielded a comparatively higher 13.38% annualized return.
TEPLX
1.87%
-1.26%
-3.54%
7.72%
4.47%
2.84%
SPY
1.14%
-1.98%
7.12%
26.42%
14.07%
13.38%
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TEPLX vs. SPY - Expense Ratio Comparison
TEPLX has a 1.05% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TEPLX vs. SPY — Risk-Adjusted Performance Rank
TEPLX
SPY
TEPLX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 1.09%, less than SPY's 1.19% 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% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TEPLX vs. SPY - Drawdown Comparison
The maximum TEPLX drawdown since its inception was -63.59%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TEPLX and SPY. For additional features, visit the drawdowns tool.
Volatility
TEPLX vs. SPY - Volatility Comparison
The current volatility for Templeton Growth Fund, Inc. (TEPLX) is 4.42%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.01%. This indicates that TEPLX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.