VUIAX vs. FKUTX
Compare and contrast key facts about Vanguard Utilities Index Fund Admiral Shares (VUIAX) and Franklin Utilities Fund (FKUTX).
VUIAX is managed by Vanguard. It was launched on Apr 28, 2004. FKUTX is managed by Franklin Templeton Investments. It was launched on Sep 29, 1948.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUIAX or FKUTX.
Performance
VUIAX vs. FKUTX - Performance Comparison
Returns By Period
In the year-to-date period, VUIAX achieves a 27.83% return, which is significantly lower than FKUTX's 31.62% return. Over the past 10 years, VUIAX has outperformed FKUTX with an annualized return of 9.07%, while FKUTX has yielded a comparatively lower 6.20% annualized return.
VUIAX
27.83%
-3.34%
10.82%
32.15%
7.59%
9.07%
FKUTX
31.62%
-0.28%
14.43%
30.55%
5.39%
6.20%
Key characteristics
| VUIAX | FKUTX | |
|---|---|---|
| Sharpe Ratio | 2.11 | 2.02 |
| Sortino Ratio | 2.90 | 2.61 |
| Omega Ratio | 1.36 | 1.37 |
| Calmar Ratio | 1.68 | 1.49 |
| Martin Ratio | 10.34 | 7.00 |
| Ulcer Index | 3.17% | 4.51% |
| Daily Std Dev | 15.50% | 15.60% |
| Max Drawdown | -46.28% | -44.54% |
| Current Drawdown | -3.34% | -0.56% |
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VUIAX vs. FKUTX - Expense Ratio Comparison
VUIAX has a 0.10% expense ratio, which is lower than FKUTX's 0.72% expense ratio.
Correlation
The correlation between VUIAX and FKUTX is 0.98, 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.
Risk-Adjusted Performance
VUIAX vs. FKUTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities Index Fund Admiral Shares (VUIAX) and Franklin Utilities Fund (FKUTX). 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
VUIAX vs. FKUTX - Dividend Comparison
VUIAX's dividend yield for the trailing twelve months is around 2.90%, more than FKUTX's 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.90% | 3.49% | 2.98% | 2.70% | 3.17% | 2.82% | 3.23% | 3.18% | 3.19% | 3.64% | 3.02% | 3.76% |
FKUTX Franklin Utilities Fund | 2.03% | 2.63% | 2.29% | 2.24% | 2.73% | 2.38% | 2.84% | 2.84% | 2.70% | 3.24% | 2.68% | 3.27% |
Drawdowns
VUIAX vs. FKUTX - Drawdown Comparison
The maximum VUIAX drawdown since its inception was -46.28%, roughly equal to the maximum FKUTX drawdown of -44.54%. Use the drawdown chart below to compare losses from any high point for VUIAX and FKUTX. For additional features, visit the drawdowns tool.
Volatility
VUIAX vs. FKUTX - Volatility Comparison
Vanguard Utilities Index Fund Admiral Shares (VUIAX) and Franklin Utilities Fund (FKUTX) have volatilities of 5.17% and 5.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.