PortfoliosLab logoPortfoliosLab logo
VONE vs. FDAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VONE vs. FDAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Russell 1000 ETF (VONE) and Franklin Floating Rate Daily Access Fund (FDAAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

VONE vs. FDAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VONE
Vanguard Russell 1000 ETF
-4.22%17.21%24.51%26.41%-19.14%26.49%20.95%31.12%-4.84%21.55%
FDAAX
Franklin Floating Rate Daily Access Fund
-1.34%4.68%8.52%14.35%-1.37%8.55%-3.71%3.30%0.95%2.44%

Returns By Period

In the year-to-date period, VONE achieves a -4.22% return, which is significantly lower than FDAAX's -1.34% return. Over the past 10 years, VONE has outperformed FDAAX with an annualized return of 13.81%, while FDAAX has yielded a comparatively lower 4.50% annualized return.


VONE

1D
2.94%
1M
-4.97%
YTD
-4.22%
6M
-1.83%
1Y
17.59%
3Y*
18.08%
5Y*
10.99%
10Y*
13.81%

FDAAX

1D
0.00%
1M
-0.55%
YTD
-1.34%
6M
-0.58%
1Y
3.30%
3Y*
7.13%
5Y*
6.09%
10Y*
4.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VONE vs. FDAAX - Expense Ratio Comparison

VONE has a 0.08% expense ratio, which is lower than FDAAX's 0.67% expense ratio.


Return for Risk

VONE vs. FDAAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VONE
VONE Risk / Return Rank: 6464
Overall Rank
VONE Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
VONE Sortino Ratio Rank: 6161
Sortino Ratio Rank
VONE Omega Ratio Rank: 6464
Omega Ratio Rank
VONE Calmar Ratio Rank: 6464
Calmar Ratio Rank
VONE Martin Ratio Rank: 7373
Martin Ratio Rank

FDAAX
FDAAX Risk / Return Rank: 6767
Overall Rank
FDAAX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FDAAX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FDAAX Omega Ratio Rank: 7676
Omega Ratio Rank
FDAAX Calmar Ratio Rank: 7070
Calmar Ratio Rank
FDAAX Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VONE vs. FDAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 ETF (VONE) and Franklin Floating Rate Daily Access Fund (FDAAX). 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.


VONEFDAAXDifference

Sharpe ratio

Return per unit of total volatility

0.97

1.09

-0.12

Sortino ratio

Return per unit of downside risk

1.48

1.75

-0.27

Omega ratio

Gain probability vs. loss probability

1.22

1.29

-0.07

Calmar ratio

Return relative to maximum drawdown

1.50

1.61

-0.11

Martin ratio

Return relative to average drawdown

7.13

5.44

+1.69

VONE vs. FDAAX - Sharpe Ratio Comparison

The current VONE Sharpe Ratio is 0.97, which is comparable to the FDAAX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of VONE and FDAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


VONEFDAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

1.09

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

1.85

-1.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

1.18

-0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

1.21

-0.41

Correlation

The correlation between VONE and FDAAX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

VONE vs. FDAAX - Dividend Comparison

VONE's dividend yield for the trailing twelve months is around 1.14%, less than FDAAX's 7.41% yield.


TTM20252024202320222021202020192018201720162015
VONE
Vanguard Russell 1000 ETF
1.14%1.07%1.20%1.40%1.59%1.16%1.45%1.65%1.96%1.69%1.89%1.89%
FDAAX
Franklin Floating Rate Daily Access Fund
7.41%8.00%9.42%7.64%5.84%3.73%5.07%5.62%5.18%3.79%4.57%4.71%

Drawdowns

VONE vs. FDAAX - Drawdown Comparison

The maximum VONE drawdown since its inception was -34.66%, which is greater than FDAAX's maximum drawdown of -25.74%. Use the drawdown chart below to compare losses from any high point for VONE and FDAAX.


Loading graphics...

Drawdown Indicators


VONEFDAAXDifference

Max Drawdown

Largest peak-to-trough decline

-34.66%

-25.74%

-8.92%

Max Drawdown (1Y)

Largest decline over 1 year

-12.11%

-2.26%

-9.85%

Max Drawdown (5Y)

Largest decline over 5 years

-25.12%

-6.22%

-18.90%

Max Drawdown (10Y)

Largest decline over 10 years

-34.66%

-18.08%

-16.58%

Current Drawdown

Current decline from peak

-6.17%

-1.73%

-4.44%

Average Drawdown

Average peak-to-trough decline

-3.94%

-1.52%

-2.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

0.67%

+1.88%

Volatility

VONE vs. FDAAX - Volatility Comparison

Vanguard Russell 1000 ETF (VONE) has a higher volatility of 5.36% compared to Franklin Floating Rate Daily Access Fund (FDAAX) at 0.95%. This indicates that VONE's price experiences larger fluctuations and is considered to be riskier than FDAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


VONEFDAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.36%

0.95%

+4.41%

Volatility (6M)

Calculated over the trailing 6-month period

9.59%

2.35%

+7.24%

Volatility (1Y)

Calculated over the trailing 1-year period

18.20%

3.38%

+14.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.09%

3.31%

+13.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.23%

3.83%

+14.40%