FTMA vs SCHD
Franklin Massachusetts Municipal Income ETF vs Schwab US Dividend Equity ETF
Which is better, FTMA or SCHD?
Municipal Massachusetts against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FTMA | SCHD |
|---|---|---|
| Expense Ratio | 0.35% | 0.06%Best |
| AUM | $291M | $112.1B |
| Dividend Yield | 3.31% | 3.00% |
| Holdings | 184 | 103 |
| YTD Return | -1.27% | +24.04%Best |
| 1Y Return | - | +27.95% |
| 3Y Return (annualized) | - | +15.51% |
| 5Y Return (annualized) | - | +9.80% |
| Fund Family | Franklin Templeton Investments (US) | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | Municipal Massachusetts | Large Cap Value |
| Inception | Oct 23, 1989 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
FTMA vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
FTMA vs SCHD Performance
Franklin Massachusetts Municipal Income ETF (FTMA) is an ETF from Franklin Templeton Investments (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, FTMA is down 1.27% versus a gain of 24.04% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
FTMA charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, FTMA currently yields 3.31% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 25 holdings in FTMA and 100 in SCHD, totalling 21.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 25 positions we hold weights for in FTMA and 100 in SCHD, against full books of 184 and 103.
You are not choosing between two funds in isolation.
Whichever of FTMA and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FTMA or SCHD?
FTMA has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.
Which pays a higher dividend, FTMA or SCHD?
FTMA yields 3.31% while SCHD yields 3.00%, so FTMA currently pays the higher dividend yield.
Is SCHD better than FTMA?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.