FTCA vs VOO

FTCA vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricFTCAVOOWinner
Expense Ratio0.35%0.03%
AUM$570M$997.4B
Dividend Yield3.64%1.08%
Holdings297509
YTD Return+1.11%+12.38%
1Y Return-+20.22%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+12.84%
Volatility (annualized)-14.1%
Max Drawdown-2.9%-34.3%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionApr 29, 1993Sep 7, 2010

FTCA vs VOO Performance

Franklin California Municipal Income ETF (FTCA) is a ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, FTCA is up 1.11% versus a gain of 12.38% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.9% for FTCA and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FTCA charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, FTCA currently yields 3.64% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

FTCA and VOO share 0 holdings out of 564 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, FTCA or VOO?

FTCA has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between FTCA and VOO?

FTCA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 564 unique securities.

Which pays a higher dividend, FTCA or VOO?

FTCA yields 3.64% while VOO yields 1.08%, so FTCA currently pays the higher dividend yield.

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