FMN vs TLTP

Quick Verdict

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

Lower Fees: TLTPHigher Returns: FMNMore Diversified: FMN

Side-by-Side Comparison

MetricFMNTLTPWinner
Expense Ratio0.75%0.39%
AUM$16M$23M
Dividend Yield4.29%14.33%
Holdings1505
YTD Return+2.95%-9.16%
1Y Return+8.80%-7.43%
3Y Return (annualized)+6.66%-
5Y Return (annualized)-2.53%-
Volatility (annualized)14.7%8.6%
Max Drawdown-53.4%-12.7%
Fund FamilyFederated HermesAmplify ETFs
CategoryTax PreferredAlternative
InceptionDec 20, 2002Oct 29, 2024

FMN vs TLTP Performance

Federated Hermes Premier Municipal Income Fund (FMN) is a ETF from Federated Hermes and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year FMN returned +8.80% while TLTP returned -7.43%. Year to date, FMN is up 2.95% versus a loss of 9.16% for TLTP.

Risk: Volatility and Drawdowns

FMN has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 8.6% for TLTP. 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 -12.7% for TLTP. 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMN charges 0.75% per year while TLTP charges 0.39%. On a $10,000 position that is $75 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, FMN currently yields 4.29% against 14.33% for TLTP.

Holdings Overlap

0.0%overlap

FMN and TLTP share 0 holdings out of 88 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 TLTP?

FMN has an expense ratio of 0.75% while TLTP charges 0.39%. TLTP is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, FMN or TLTP?

Over the past year FMN returned +8.80% vs -7.43% for TLTP, so FMN leads on 1-year performance. Over the longest common window we track (2 years), FMN annualized -0.23% vs -5.24% for TLTP. Past performance does not guarantee future results.

Which is riskier, FMN or TLTP?

FMN has been the more volatile fund at 14.7% annualized versus 8.6% for TLTP. Worst drawdown: FMN -53.4% vs TLTP -12.7%.

Should I hold both FMN and TLTP?

FMN and TLTP have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMN and TLTP?

FMN and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 88 unique securities.

Which pays a higher dividend, FMN or TLTP?

FMN yields 4.29% while TLTP yields 14.33%, so TLTP currently pays the higher dividend yield.

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