VTI vs. TEPLX
Compare and contrast key facts about Vanguard Total Stock Market ETF (VTI) and Templeton Growth Fund, Inc. (TEPLX).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTI or TEPLX.
Key characteristics
| VTI | TEPLX | |
|---|---|---|
| YTD Return | 26.35% | 9.82% |
| 1Y Return | 40.48% | 22.65% |
| 3Y Return (Ann) | 8.68% | 4.41% |
| 5Y Return (Ann) | 15.37% | 5.07% |
| 10Y Return (Ann) | 12.90% | 2.97% |
| Sharpe Ratio | 3.10 | 1.83 |
| Sortino Ratio | 4.13 | 2.54 |
| Omega Ratio | 1.58 | 1.32 |
| Calmar Ratio | 4.21 | 1.47 |
| Martin Ratio | 20.25 | 10.85 |
| Ulcer Index | 1.94% | 2.04% |
| Daily Std Dev | 12.68% | 12.09% |
| Max Drawdown | -55.45% | -63.59% |
| Current Drawdown | 0.00% | -0.92% |
Correlation
The correlation between VTI and TEPLX is 0.79, 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
VTI vs. TEPLX - Performance Comparison
In the year-to-date period, VTI achieves a 26.35% return, which is significantly higher than TEPLX's 9.82% return. Over the past 10 years, VTI has outperformed TEPLX with an annualized return of 12.90%, while TEPLX has yielded a comparatively lower 2.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTI vs. TEPLX - Expense Ratio Comparison
VTI has a 0.03% expense ratio, which is lower than TEPLX's 1.05% expense ratio.
Risk-Adjusted Performance
VTI vs. TEPLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market ETF (VTI) and Templeton Growth Fund, Inc. (TEPLX). 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
VTI vs. TEPLX - Dividend Comparison
VTI's dividend yield for the trailing twelve months is around 1.26%, more than TEPLX's 1.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
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% |
Drawdowns
VTI vs. TEPLX - Drawdown Comparison
The maximum VTI drawdown since its inception was -55.45%, smaller than the maximum TEPLX drawdown of -63.59%. Use the drawdown chart below to compare losses from any high point for VTI and TEPLX. For additional features, visit the drawdowns tool.
Volatility
VTI vs. TEPLX - Volatility Comparison
Vanguard Total Stock Market ETF (VTI) has a higher volatility of 4.11% compared to Templeton Growth Fund, Inc. (TEPLX) at 3.48%. This indicates that VTI's price experiences larger fluctuations and is considered to be riskier than TEPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.