FMN vs GLOW

Quick Verdict

GLOW has a lower expense ratio. GLOW delivered stronger 1-year returns. FMN offers more diversification with 85 holdings.

Lower Fees: GLOWHigher Returns: GLOWMore Diversified: FMN

Side-by-Side Comparison

MetricFMNGLOWWinner
Expense Ratio0.75%0.72%
AUM$16M$63M
Dividend Yield4.29%1.28%
Holdings15016
YTD Return+3.51%+14.31%
1Y Return+9.90%+25.58%
3Y Return (annualized)+7.05%-
5Y Return (annualized)-2.30%-
Volatility (annualized)14.7%10.7%
Max Drawdown-53.4%-15.6%
Fund FamilyFederated HermesVictory Capital Management Inc.
CategoryTax PreferredEquity
InceptionDec 20, 2002Jun 21, 2024

FMN vs GLOW Performance

Federated Hermes Premier Municipal Income Fund (FMN) is a ETF from Federated Hermes and VictoryShares WestEnd Global Equity ETF (GLOW) is a ETF from Victory Capital Management Inc.. Over the past year FMN returned +9.90% while GLOW returned +25.58%. Year to date, FMN is up 3.51% versus a gain of 14.31% for GLOW.

Risk: Volatility and Drawdowns

FMN has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 10.7% for GLOW. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -53.4% for FMN and -15.6% for GLOW. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FMN charges 0.75% per year while GLOW charges 0.72%. On a $10,000 position that is $75 vs $72 annually, a gap of $3 per year that compounds over a long holding period. On income, FMN currently yields 4.29% against 1.28% for GLOW.

Holdings Overlap

0.0%overlap

FMN and GLOW share 0 holdings out of 100 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FMN or GLOW?

FMN has an expense ratio of 0.75% while GLOW charges 0.72%. GLOW is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, FMN or GLOW?

Over the past year FMN returned +9.90% vs +25.58% for GLOW, so GLOW leads on 1-year performance. Over the longest common window we track (2 years), FMN annualized -0.21% vs +19.77% for GLOW. Past performance does not guarantee future results.

Which is riskier, FMN or GLOW?

FMN has been the more volatile fund at 14.7% annualized versus 10.7% for GLOW. Worst drawdown: FMN -53.4% vs GLOW -15.6%.

Should I hold both FMN and GLOW?

FMN and GLOW have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMN and GLOW?

FMN and GLOW share 0 common holdings with a 0.0% weight overlap. Combined, they hold 100 unique securities.

Which pays a higher dividend, FMN or GLOW?

FMN yields 4.29% while GLOW yields 1.28%, so FMN currently pays the higher dividend yield.

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