FTMH vs VTI

FTMH vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricFTMHVTIWinner
Expense Ratio0.35%0.03%
AUM$578M$666.9B
Dividend Yield4.23%1.07%
Holdings4963,543
YTD Return+2.02%+12.65%
1Y Return-+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)-15.3%
Max Drawdown-3.1%-56.6%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 9, 1985May 24, 2001

FTMH vs VTI Performance

Franklin Municipal High Yield ETF (FTMH) is a ETF from Franklin Templeton Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, FTMH is up 2.02% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.1% for FTMH and -56.6% for VTI. 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 VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

FTMH and VTI share 0 holdings out of 2902 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 VTI?

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

What is the holdings overlap between FTMH and VTI?

FTMH and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2902 unique securities.

Which pays a higher dividend, FTMH or VTI?

FTMH yields 4.23% while VTI yields 1.07%, so FTMH currently pays the higher dividend yield.

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