FTMH vs VOO

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

MetricFTMHVOOWinner
Expense Ratio0.35%0.03%
AUM$578M$997.4B
Dividend Yield4.23%1.08%
Holdings496509
YTD Return+2.36%+14.27%
1Y Return-+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)-14.2%
Max Drawdown-3.1%-34.3%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 9, 1985Sep 7, 2010

FTMH vs VOO Performance

Franklin Municipal High Yield ETF (FTMH) is a ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, FTMH is up 2.36% versus a gain of 14.27% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.1% for FTMH 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

FTMH 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, FTMH currently yields 4.23% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

FTMH and VOO share 0 holdings out of 620 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, FTMH or VOO?

FTMH 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 FTMH and VOO?

FTMH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 620 unique securities.

Which pays a higher dividend, FTMH or VOO?

FTMH yields 4.23% while VOO yields 1.08%, so FTMH currently pays the higher dividend yield.

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