USPX vs BNDW

Comparison between FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF) and VANGUARD TOTAL WORLD BOND ETF ETF SHARES (BNDW, ETF).

5-Year PerformanceUSPX has outperformed BNDW, delivering a return of +12.1% compared to +0.3%

USPX vs BNDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USPX(ETF)	BNDW(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.03%	0.05%
Max Drawdown	31.21%	20.94%
Sharpe Ratio	2.01	-0.07
5Y Beta	0.99	0.03
P/E Ratio	28.60	N/A
Forward P/E	21.73	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	-2.37%	20.36%
5Y EPS CAGR	28.45%	N/A
Debt to Equity	36.27%	N/A
P/S Ratio	3.64	N/A
P/B Ratio	5.51	N/A

Net Assets

USPX

$1.50B

Winner

BNDW

$1.60B

Expense Ratio

Winner

USPX

0.03%

BNDW

0.05%

Max Drawdown

USPX

31.21%

Winner

BNDW

20.94%

Sharpe Ratio

Winner

USPX

2.01

BNDW

-0.07

5Y Beta

USPX

0.99

Winner

BNDW

0.03

P/E Ratio

USPX

28.60

BNDW

N/A

Forward P/E

USPX

21.73

BNDW

N/A

PEG Ratio

USPX

0.47

BNDW

N/A

5Y Dividends CAGR

USPX

-2.37%

Winner

BNDW

20.36%

5Y EPS CAGR

USPX

28.45%

BNDW

N/A

Debt to Equity

USPX

36.27%

BNDW

N/A

P/S Ratio

USPX

3.64

BNDW

N/A

P/B Ratio

USPX

5.51

BNDW

N/A

USPX vs BNDW - Holdings Comparison

USPX and BNDW have 0 common holdings. Overlap is 0.00%

USPX's top 25 holdings weight is 49.47%. BNDW's top 25 holdings weight is 99.99%.

Rank	USPX	BNDW
#1	NVIDIA CORP (NVDA) - 8.15%	VANGUARD TOTAL BOND MARKET ETF (BND) - 51.76%
#2	APPLE INC (AAPL) - 6.49%	VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 48.23%
#3	MICROSOFT CORP (MSFT) - 5.20%	N/A
#4	AMAZON.COM INC (AMZN) - 4.16%	N/A
#5	ALPHABET INC CLASS A (GOOGL) - 3.32%	N/A
#6	BROADCOM INC (AVGO) - 3.03%	N/A
#7	ALPHABET INC CLASS C (GOOG) - 2.87%	N/A
#8	META PLATFORMS INC CLASS A (META) - 2.40%	N/A
#9	TESLA INC (TSLA) - 1.73%	N/A
#10	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%	N/A
#11	JPMORGAN CHASE & CO (JPM) - 1.37%	N/A
#12	ELI LILLY AND CO (LLY) - 1.14%	N/A
#13	EXXON MOBIL CORP (XOM) - 1.02%	N/A
#14	MICRON TECHNOLOGY INC (MU) - 0.92%	N/A
#15	WALMART INC (WMT) - 0.89%	N/A
#16	JOHNSON & JOHNSON (JNJ) - 0.89%	N/A
#17	ADVANCED MICRO DEVICES INC (AMD) - 0.86%	N/A
#18	VISA INC CLASS A (V) - 0.85%	N/A
#19	COSTCO WHOLESALE CORP (COST) - 0.72%	N/A
#20	MASTERCARD INC CLASS A (MA) - 0.67%	N/A
#21	ARISTA NETWORKS INC (ANET) - 0.28%	N/A
#22	ABBOTT LABORATORIES (ABT) - 0.27%	N/A
#23	EATON CORP PLC (ETN) - 0.27%	N/A
#24	SALESFORCE INC (CRM) - 0.27%	N/A
#25	INTUITIVE SURGICAL INC (ISRG) - 0.27%	N/A
Total Holdings	468	2

USPX vs BNDW - Historical Returns

Returns include dividend reinvestment.

Period	USPX	BNDW
1 month	+9.06%	-0.02%
3 months	+6.28%	-0.10%
6 months	+9.79%	+0.49%
1 year	+31.54%	+3.89%
5 years(CAGR)	+12.05%	+0.29%
10 years(CAGR)	+12.53%	N/A
Max(CAGR)	+12.53%	+1.86%

Winner

USPX

+9.06%

BNDW

-0.02%

Winner

USPX

+6.28%

BNDW

-0.10%

Winner

USPX

+9.79%

BNDW

+0.49%

Winner

USPX

+31.54%

BNDW

+3.89%

5Y(CAGR)

Winner

USPX

+12.05%

BNDW

+0.29%

10Y(CAGR)

USPX

+12.53%

BNDW

N/A

Max(CAGR)

Winner

USPX

+12.53%

BNDW

+1.86%

USPX vs BNDW - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	USPX	BNDW
2026	+7.68%	+0.58%
2025	+17.86%	+4.92%
2024	+25.51%	+2.81%
2023	+27.54%	+6.52%
2022	-18.84%	-12.52%
2021	+19.84%	-2.04%
2020	+9.12%	+6.03%
2019	+26.44%	+8.13%
2018	-8.05%	+1.21%
2017	+23.80%	N/A
2016	+3.92%	N/A

USPX vs BNDW Drawdown Comparison

The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

The maximum drawdown for BNDW was -17.22%, occurring on Oct 20, 2022. Recovery took 1293 trading sessions.

The current BNDW drawdown is -1.40%.

Rank	USPX	BNDW
#1	-31.21% Jan 17, 2020 - Sep 2, 2020	-17.22% Dec 31, 2020 - Feb 26, 2026
#2	-24.60% Dec 29, 2021 - Dec 12, 2023	-7.55% Mar 6, 2020 - Jun 29, 2020
#3	-19.21% Feb 19, 2025 - Jun 26, 2025	-2.69% Feb 27, 2026 - Mar 27, 2026
#4	-16.43% Jan 26, 2018 - Jun 20, 2019	-1.96% Sep 3, 2019 - Jan 24, 2020
#5	-9.15% Jan 27, 2026 - Apr 15, 2026	-1.28% Sep 6, 2018 - Dec 4, 2018
#6	-8.61% Jul 16, 2024 - Sep 19, 2024	-1.14% Aug 4, 2020 - Nov 30, 2020
#7	-7.47% Oct 12, 2020 - Nov 9, 2020	-0.72% Jul 3, 2019 - Jul 24, 2019
#8	-6.70% Sep 3, 2021 - Dec 15, 2021	-0.64% Mar 27, 2019 - May 7, 2019
#9	-6.08% Mar 28, 2024 - May 14, 2024	-0.57% Jan 3, 2019 - Jan 23, 2019
#10	-5.82% Sep 2, 2020 - Oct 12, 2020	-0.47% Feb 3, 2020 - Feb 18, 2020
#11	-5.59% Jul 24, 2019 - Sep 12, 2019	-0.47% Feb 22, 2019 - Mar 7, 2019
#12	-5.34% Aug 15, 2016 - Jan 4, 2017	-0.46% Aug 15, 2019 - Aug 27, 2019
#13	-5.15% Oct 28, 2025 - Dec 11, 2025	-0.42% Nov 30, 2020 - Dec 11, 2020
#14	-4.66% Feb 16, 2021 - Mar 26, 2021	-0.25% Jun 20, 2019 - Jun 28, 2019
#15	-4.60% Dec 6, 2024 - Jan 23, 2025	-0.22% Aug 7, 2019 - Aug 12, 2019

Correlation

Correlation between USPX and BNDW is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2016 - 2026)

USPX vs BNDW dividend yield comparison.

Year	USPX	BNDW
2026	0.25%	1.11%
2025	1.07%	4.12%
2024	1.23%	3.90%
2023	1.35%	3.73%
2022	2.21%	2.02%
2021	2.40%	2.58%
2020	2.51%	1.56%
2019	3.07%	3.05%
2018	2.91%	1.66%
2017	2.60%	0.00%
2016	4.89%	0.00%