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FT vs SPY

Comparison between Franklin Universal Trust (FT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FT, delivering a return of +13.3% compared to +7.0%

FT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FT
$226M
Winner
SPY
$735B
Expense Ratio
FT
N/A
SPY
0.09%
Max Drawdown
FT
65.18%
Winner
SPY
56.47%
Sharpe Ratio
FT
0.91
Winner
SPY
1.62
5Y Beta
Winner
FT
0.30
SPY
1.00
P/E Ratio
FT
N/A
SPY
28.99
Forward P/E
FT
N/A
SPY
22.37
5Y Dividends CAGR
Winner
FT
5.84%
SPY
5.43%
5Y EPS CAGR
FT
N/A
SPY
26.05%
Debt to Equity
FT
N/A
SPY
32.40%
P/S Ratio
FT
N/A
SPY
3.74
P/B Ratio
FT
N/A
SPY
5.61

FT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FT
-2.90%
Winner
SPY
+1.90%
3M
FT
-2.23%
Winner
SPY
+8.55%
6M
FT
+2.31%
Winner
SPY
+8.18%
1Y
FT
+13.48%
Winner
SPY
+25.79%
5Y(CAGR)
FT
+7.00%
Winner
SPY
+13.32%
10Y(CAGR)
FT
+8.43%
Winner
SPY
+15.19%
Max(CAGR)
FT
+7.25%
Winner
SPY
+8.47%

FT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFTSPY
2026+1.51%+8.26%
2025+16.44%+18.00%
2024+17.47%+25.59%
2023+4.51%+26.72%
2022-13.44%-18.64%
2021+21.55%+30.52%
2020+1.47%+17.28%
2019+30.84%+31.09%
2018-5.40%-5.24%
2017+13.25%+20.78%
2016+24.94%+13.59%
2015-12.94%+1.31%
2014+10.27%+14.56%
2013+3.10%+29.00%
2012+12.59%+14.17%
2011+13.70%+0.85%
2010+17.58%+13.14%
2009+59.78%+22.67%
2008-40.85%-36.25%
2007+7.05%+5.32%
2006+21.52%+13.85%
2005+10.02%+5.32%
2004+10.93%+10.75%
2003+21.38%+24.18%
2002-29.73%-22.42%
2001+16.33%-10.13%
2000+12.12%-8.84%
1999-14.17%+8.61%

FT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FT drawdown is -3.80%. The current SPY drawdown is -2.90%.

RankFTSPY
#1-54.80%
May 16, 2007 - Mar 9, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.90%
Feb 21, 2020 - May 3, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.83%
Apr 15, 2002 - May 16, 2006		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.17%
Dec 28, 2021 - Jul 31, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.90%
Nov 5, 1999 - Jan 3, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.53%
Mar 24, 2015 - May 26, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.10%
Mar 9, 2001 - Nov 28, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.30%
May 20, 2013 - Apr 16, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.55%
Jul 7, 2011 - Oct 21, 2011		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.20%
Sep 26, 2012 - Jan 29, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.78%
Dec 6, 2017 - Feb 25, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.94%
Apr 29, 2010 - Jul 20, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.44%
Jul 22, 2016 - Jan 17, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.76%
Mar 3, 2025 - Jun 12, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.68%
Nov 3, 2014 - Jan 16, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FT and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

FT vs SPY dividend yield comparison.

YearFTSPY
20262.68%0.24%
20256.37%1.07%
20246.98%1.21%
20237.67%1.40%
20228.49%1.65%
20216.00%1.20%
20205.13%1.52%
20194.95%1.75%
20186.05%2.04%
20175.36%1.80%
20166.53%2.03%
20158.28%2.06%
20147.24%1.87%
20136.64%1.81%
20125.92%2.18%
20116.82%2.05%
20107.20%1.80%
20097.86%1.95%
200812.16%3.02%
20076.60%1.85%
20066.58%1.73%
20056.82%1.73%
20045.96%1.82%
20036.79%1.47%
200214.57%1.70%
20019.85%1.25%
20004.50%1.15%
19990.00%0.24%

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