BEN correlations (Franklin Resources)
BEN measured against 4756 US stocks and ETFs: closest co-movers on one side, the best offsets on the other, all from weekly returns.
Data as of 2026-08-27 · refreshed every trading day · Financials · Asset Management & Custody Banks
Volatility (ann.)
27.9%
3y weekly
Beta vs S&P 500
1.01
3y weekly
1-year return
+43.0%
price, adjusted
5-year return
+37.6%
price, adjusted
Market cap
$17.7B
latest
P/E ratio
23.8
trailing
Dividend yield
3.74%
trailing
Max drawdown
-40.0%
3y, daily closes
BEN over the last 12 months, weekly closes indexed to 100 at the start.
Stocks and ETFs most correlated with BEN
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| APAM | Artisan Partners Asset Management Inc. | 0.63 | |
| TROW | T. Rowe Price | 0.63 | |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | 0.63 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.63 | |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.62 | |
| IVZ | Invesco | 0.62 | |
| CG | The Carlyle Group Inc. | 0.60 | |
| EVT | Eaton Vance Tax Advantaged Dividend Income Fund | 0.60 | |
| BLK | BlackRock | 0.60 | |
| FITB | Fifth Third Bancorp | 0.60 | |
| DIA | SPDR Dow Jones Industrial Average ETF | 0.60 | |
| IWM | iShares Russell 2000 ETF | 0.60 | |
| RF | Regions Financial Corporation | 0.60 | |
| PNC | PNC Financial Services | 0.59 | |
| VYM | Vanguard High Dividend Yield ETF | 0.59 |
Best diversifiers for BEN
The least-correlated liquid assets in our universe, meaning the ones that historically moved most independently from BEN.
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| VXZ | iPath Series B S&P 500 VIX Mid-Term Futures ETN | -0.46 | |
| VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.46 | |
| FNGD | MicroSectors FANG Index -3X Inverse Leveraged ETNs due | -0.32 | |
| ACXP | Acurx Pharmaceuticals, Inc. | -0.21 | |
| MGLD | The Marygold Companies, Inc. | -0.18 | |
| VERU | Veru Inc. | -0.15 | |
| GORO | Goldgroup Mining Inc. | -0.15 | |
| ANNA | AleAnna, Inc. | -0.14 | |
| NRT | North European Oil Royality Trust | -0.13 | |
| CHSN | Chanson International Holding - Class A | -0.13 |
BEN vs benchmarks
BEN vs its peers
Get BEN data as JSON
$ curl https://www.pairbook.io/api/v1/symbols/ben.jsonCorrelations, diversifiers, beta and volatility for BEN, plus one endpoint per pair. API documentation.
