FTMU vs QQQ

FTMU vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. FTMU offers more diversification with 265 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: FTMU

Side-by-Side Comparison

MetricFTMUQQQWinner
Expense Ratio0.30%0.18%
AUM$468M$496.3B
Dividend Yield3.69%0.44%
Holdings265108
YTD Return+1.38%+16.30%
1Y Return-+24.83%
3Y Return (annualized)-+25.48%
5Y Return (annualized)-+14.50%
Volatility (annualized)-30.6%
Max Drawdown-3.1%-83.0%
Fund FamilyFranklin Templeton Investments (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionDec 31, 1976Mar 10, 1999

FTMU vs QQQ Performance

Franklin Municipal Income ETF (FTMU) is a ETF from Franklin Templeton Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, FTMU is up 1.38% versus a gain of 16.30% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.1% for FTMU and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FTMU charges 0.30% per year while QQQ charges 0.18%. On a $10,000 position that is $30 vs $18 annually, a gap of $12 per year that compounds over a long holding period. On income, FTMU currently yields 3.69% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

FTMU and QQQ share 0 holdings out of 187 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, FTMU or QQQ?

FTMU has an expense ratio of 0.30% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

What is the holdings overlap between FTMU and QQQ?

FTMU and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 187 unique securities.

Which pays a higher dividend, FTMU or QQQ?

FTMU yields 3.69% while QQQ yields 0.44%, so FTMU currently pays the higher dividend yield.

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