FMN vs TYLG

Quick Verdict

TYLG has a lower expense ratio. TYLG delivered stronger 1-year returns. FMN offers more diversification with 150 holdings.

Lower Fees: TYLGHigher Returns: TYLGMore Diversified: FMN

Side-by-Side Comparison

MetricFMNTYLGWinner
Expense Ratio0.75%0.60%
AUM$16M$15M
Dividend Yield4.43%8.89%
Holdings15078
YTD Return+3.51%+23.23%
1Y Return+9.28%+34.36%
3Y Return (annualized)+6.77%+24.23%
5Y Return (annualized)-2.54%-
Volatility (annualized)14.7%15.9%
Max Drawdown-53.4%-24.5%
Fund FamilyFederated HermesGlobal X by mirae Asset
CategoryTax PreferredAlternative
InceptionDec 20, 2002Nov 21, 2022

FMN vs TYLG Performance

Federated Hermes Premier Municipal Income Fund (FMN) is a ETF from Federated Hermes and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year FMN returned +9.28% while TYLG returned +34.36%. Year to date, FMN is up 3.51% versus a gain of 23.23% for TYLG.

Over three years, FMN compounded at +6.77% per year against +24.23% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.83% annualized vs -0.21%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYLG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.7% for FMN. 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 -24.5% for TYLG. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FMN charges 0.75% per year while TYLG charges 0.60%. On a $10,000 position that is $75 vs $60 annually, a gap of $15 per year that compounds over a long holding period. On income, FMN currently yields 4.43% against 8.89% for TYLG.

Holdings Overlap

0.0%overlap

FMN and TYLG share 0 holdings out of 159 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 TYLG?

FMN has an expense ratio of 0.75% while TYLG charges 0.60%. TYLG is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, FMN or TYLG?

Over the past year FMN returned +9.28% vs +34.36% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), FMN annualized -0.21% vs +25.83% for TYLG. Past performance does not guarantee future results.

Which is riskier, FMN or TYLG?

TYLG has been the more volatile fund at 15.9% annualized versus 14.7% for FMN. Worst drawdown: FMN -53.4% vs TYLG -24.5%.

Should I hold both FMN and TYLG?

FMN and TYLG have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMN and TYLG?

FMN and TYLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 159 unique securities.

Which pays a higher dividend, FMN or TYLG?

FMN yields 4.43% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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