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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEPLX or VOO.
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.
Performance
TEPLX vs. VOO - Performance Comparison
Key characteristics
TEPLX:
0.55
VOO:
2.04
TEPLX:
0.81
VOO:
2.72
TEPLX:
1.10
VOO:
1.38
TEPLX:
0.82
VOO:
3.09
TEPLX:
2.55
VOO:
13.04
TEPLX:
2.61%
VOO:
2.00%
TEPLX:
12.18%
VOO:
12.79%
TEPLX:
-63.59%
VOO:
-33.99%
TEPLX:
-4.83%
VOO:
-2.15%
Returns By Period
In the year-to-date period, TEPLX achieves a 1.87% return, which is significantly higher than VOO's 1.16% return. Over the past 10 years, TEPLX has underperformed VOO with an annualized return of 2.84%, while VOO has yielded a comparatively higher 13.46% annualized return.
TEPLX
1.87%
-1.26%
-3.54%
7.72%
4.47%
2.84%
VOO
1.16%
-1.97%
7.17%
26.51%
14.13%
13.46%
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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.
Risk-Adjusted Performance
TEPLX vs. VOO — Risk-Adjusted Performance Rank
TEPLX
VOO
TEPLX vs. VOO - Risk-Adjusted Performance 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.
Dividends
TEPLX vs. VOO - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 1.09%, less than VOO's 1.23% 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% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TEPLX vs. VOO - Drawdown Comparison
The maximum TEPLX drawdown since its inception was -63.59%, 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. For additional features, visit the drawdowns tool.
Volatility
TEPLX vs. VOO - Volatility Comparison
The current volatility for Templeton Growth Fund, Inc. (TEPLX) is 4.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.96%. This indicates that TEPLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.