TZINX vs. IDVO
Compare and contrast key facts about Templeton Global Balanced Fund (TZINX) and Amplify International Enhanced Dividend Income ETF (IDVO).
TZINX is managed by Franklin Templeton. It was launched on Jun 30, 2005. IDVO is an actively managed fund by Amplify Investments. It was launched on Sep 8, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TZINX or IDVO.
Correlation
The correlation between TZINX and IDVO 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
TZINX vs. IDVO - Performance Comparison
Key characteristics
TZINX:
0.35
IDVO:
0.91
TZINX:
0.55
IDVO:
1.28
TZINX:
1.07
IDVO:
1.16
TZINX:
0.23
IDVO:
1.30
TZINX:
1.20
IDVO:
4.73
TZINX:
2.68%
IDVO:
2.52%
TZINX:
9.22%
IDVO:
13.19%
TZINX:
-34.29%
IDVO:
-11.00%
TZINX:
-8.37%
IDVO:
-3.65%
Returns By Period
In the year-to-date period, TZINX achieves a 0.42% return, which is significantly higher than IDVO's 0.28% return.
TZINX
0.42%
-2.40%
-2.68%
3.21%
-0.13%
1.10%
IDVO
0.28%
-2.45%
-2.28%
10.95%
N/A
N/A
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TZINX vs. IDVO - Expense Ratio Comparison
TZINX has a 0.95% expense ratio, which is higher than IDVO's 0.65% expense ratio.
Risk-Adjusted Performance
TZINX vs. IDVO — Risk-Adjusted Performance Rank
TZINX
IDVO
TZINX vs. IDVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Balanced Fund (TZINX) and Amplify International Enhanced Dividend Income ETF (IDVO). 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
TZINX vs. IDVO - Dividend Comparison
TZINX's dividend yield for the trailing twelve months is around 5.38%, less than IDVO's 6.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TZINX Templeton Global Balanced Fund | 5.38% | 5.40% | 3.68% | 3.52% | 2.41% | 2.11% | 4.44% | 4.57% | 2.82% | 1.10% | 4.36% | 5.75% |
IDVO Amplify International Enhanced Dividend Income ETF | 6.12% | 6.14% | 5.71% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TZINX vs. IDVO - Drawdown Comparison
The maximum TZINX drawdown since its inception was -34.29%, which is greater than IDVO's maximum drawdown of -11.00%. Use the drawdown chart below to compare losses from any high point for TZINX and IDVO. For additional features, visit the drawdowns tool.
Volatility
TZINX vs. IDVO - Volatility Comparison
The current volatility for Templeton Global Balanced Fund (TZINX) is 2.70%, while Amplify International Enhanced Dividend Income ETF (IDVO) has a volatility of 3.71%. This indicates that TZINX experiences smaller price fluctuations and is considered to be less risky than IDVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.