FT vs AINP

Comparison between Franklin Universal Trust (FT, ETF) and ALLSPRING INCOME PLUS ETF (AINP, ETF).

FT vs AINP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FT(ETF)	AINP(ETF)
Net Assets	$218M	$217M
Expense Ratio	N/A	0.36%
Max Drawdown	65.18%	3.79%
Sharpe Ratio	0.20	-0.04
5Y Beta	0.29	0.10
5Y Dividends CAGR	4.18%	N/A

Net Assets

Winner

$218M

AINP

$217M

Expense Ratio

N/A

AINP

0.36%

Max Drawdown

65.18%

Winner

AINP

3.79%

Sharpe Ratio

Winner

0.20

AINP

-0.04

5Y Beta

0.29

Winner

AINP

0.10

5Y Dividends CAGR

4.18%

AINP

N/A

FT vs AINP - Historical Returns

Returns include dividend reinvestment.

Period	FT	AINP
1 month	-2.35%	+0.53%
3 months	-2.41%	+0.37%
6 months	-3.49%	+0.28%
1 year	+4.68%	+3.67%
5 years(CAGR)	+5.55%	N/A
10 years(CAGR)	+7.89%	N/A
Max(CAGR)	+7.15%	+4.45%

-2.35%

Winner

AINP

+0.53%

-2.41%

Winner

AINP

+0.37%

-3.49%

Winner

AINP

+0.28%

Winner

+4.68%

AINP

+3.67%

5Y(CAGR)

+5.55%

AINP

N/A

10Y(CAGR)

+7.89%

AINP

N/A

Max(CAGR)

Winner

+7.15%

AINP

+4.45%

FT vs AINP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FT	AINP
2026	+0.81%	+1.52%
2025	+16.44%	+7.47%
2024	+17.47%	-1.24%
2023	+4.51%	N/A
2022	-13.44%	N/A
2021	+21.55%	N/A
2020	+1.47%	N/A
2019	+30.84%	N/A
2018	-5.40%	N/A
2017	+13.25%	N/A
2016	+24.94%	N/A
2015	-12.94%	N/A
2014	+10.27%	N/A
2013	+3.10%	N/A
2012	+12.59%	N/A
2011	+13.70%	N/A
2010	+17.58%	N/A
2009	+59.78%	N/A
2008	-40.85%	N/A
2007	+7.05%	N/A
2006	+21.52%	N/A
2005	+10.02%	N/A
2004	+10.93%	N/A
2003	+21.38%	N/A
2002	-29.73%	N/A
2001	+16.33%	N/A
2000	+12.12%	N/A
1999	-14.17%	N/A

FT vs AINP Drawdown Comparison

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The maximum drawdown for AINP was -2.61%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.

The current FT drawdown is -4.46%. The current AINP drawdown is -0.38%.

Rank	FT	AINP
#1	-54.80% May 16, 2007 - Mar 9, 2010	-2.61% Mar 31, 2025 - May 30, 2025
#2	-40.90% Feb 21, 2020 - May 3, 2021	-2.51% Feb 27, 2026 - May 29, 2026
#3	-40.83% Apr 15, 2002 - May 16, 2006	-1.79% Dec 5, 2024 - Feb 5, 2025
#4	-23.17% Dec 28, 2021 - Jul 31, 2024	-1.26% Jun 29, 2026 - Jul 23, 2026
#5	-22.90% Nov 5, 1999 - Jan 3, 2001	-0.98% Oct 27, 2025 - Dec 22, 2025
#6	-22.53% Mar 24, 2015 - May 26, 2016	-0.64% Jul 7, 2025 - Jul 22, 2025
#7	-18.10% Mar 9, 2001 - Nov 28, 2001	-0.55% Aug 11, 2025 - Aug 28, 2025
#8	-13.30% May 20, 2013 - Apr 16, 2014	-0.54% Mar 3, 2025 - Mar 31, 2025
#9	-12.55% Jul 7, 2011 - Oct 21, 2011	-0.53% Sep 29, 2025 - Oct 20, 2025
#10	-12.20% Sep 26, 2012 - Jan 29, 2013	-0.52% Feb 5, 2025 - Feb 14, 2025
#11	-10.78% Dec 6, 2017 - Feb 25, 2019	-0.44% May 29, 2026 - Jun 11, 2026
#12	-9.94% Apr 29, 2010 - Jul 20, 2010	-0.41% Jun 16, 2026 - Jun 24, 2026
#13	-9.44% Jul 22, 2016 - Jan 17, 2017	-0.39% Sep 11, 2025 - Sep 29, 2025
#14	-8.76% Mar 3, 2025 - Jun 12, 2025	-0.38% Jun 26, 2025 - Jul 2, 2025
#15	-7.68% Nov 3, 2014 - Jan 16, 2015	-0.34% Jan 14, 2026 - Jan 22, 2026

Correlation

Correlation between FT and AINP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

FT vs AINP dividend yield comparison.

Year	FT	AINP
2026	4.39%	3.49%
2025	6.37%	5.03%
2024	6.98%	0.47%
2023	7.67%	0.00%
2022	8.49%	0.00%
2021	6.00%	0.00%
2020	5.13%	0.00%
2019	4.95%	0.00%
2018	6.05%	0.00%
2017	5.36%	0.00%
2016	6.53%	0.00%
2015	8.28%	0.00%
2014	7.24%	0.00%
2013	6.64%	0.00%
2012	5.92%	0.00%
2011	6.82%	0.00%
2010	7.20%	0.00%
2009	7.86%	0.00%
2008	12.16%	0.00%
2007	6.60%	0.00%
2006	6.58%	0.00%
2005	6.82%	0.00%
2004	5.96%	0.00%
2003	6.79%	0.00%
2002	14.57%	0.00%
2001	9.85%	0.00%
2000	4.50%	0.00%