TEPLX vs. VOO
Compare and contrast key facts about Templeton Growth Fund, Inc. (TEPLX) and Vanguard S&P 500 ETF (VOO).
TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954. 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.
Performance
TEPLX vs. VOO - Performance Comparison
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TEPLX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEPLX Templeton Growth Fund, Inc. | -8.36% | 23.40% | 5.41% | 20.98% | -11.71% | 5.13% | 5.74% | 14.85% | -14.68% | 17.80% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, TEPLX achieves a -8.36% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, TEPLX has underperformed VOO with an annualized return of 6.20%, while VOO has yielded a comparatively higher 14.05% annualized return.
TEPLX
- 1D
- -0.23%
- 1M
- -11.34%
- YTD
- -8.36%
- 6M
- -5.26%
- 1Y
- 11.77%
- 3Y*
- 9.59%
- 5Y*
- 5.17%
- 10Y*
- 6.20%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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TEPLX vs. VOO - Expense Ratio Comparison
TEPLX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
TEPLX vs. VOO — Risk / Return Rank
TEPLX
VOO
TEPLX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) 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.
| TEPLX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.98 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.50 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.53 | -0.74 |
Martin ratioReturn relative to average drawdown | 3.24 | 7.29 | -4.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TEPLX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.98 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.70 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.78 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.83 | -0.37 |
Correlation
The correlation between TEPLX and VOO is 0.83, 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.
Dividends
TEPLX vs. VOO - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 15.70%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEPLX Templeton Growth Fund, Inc. | 15.70% | 14.39% | 2.97% | 1.13% | 0.91% | 1.70% | 0.98% | 5.40% | 12.87% | 1.79% | 1.43% | 1.63% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
TEPLX vs. VOO - Drawdown Comparison
The maximum TEPLX drawdown since its inception was -61.23%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TEPLX and VOO.
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Drawdown Indicators
| TEPLX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.23% | -33.99% | -27.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -11.98% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -24.52% | -2.12% |
Max Drawdown (10Y)Largest decline over 10 years | -35.80% | -33.99% | -1.81% |
Current DrawdownCurrent decline from peak | -12.33% | -6.29% | -6.04% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -3.72% | -5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.52% | +0.49% |
Volatility
TEPLX vs. VOO - Volatility Comparison
Templeton Growth Fund, Inc. (TEPLX) has a higher volatility of 5.96% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that TEPLX'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.
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Volatility by Period
| TEPLX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 5.29% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 9.44% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.66% | 18.10% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.25% | 16.82% | -1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.26% | 17.99% | -2.73% |