FTMU vs VTI

FTMU 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

MetricFTMUVTIWinner
Expense Ratio0.30%0.03%
AUM$468M$666.9B
Dividend Yield3.69%1.07%
Holdings2653,543
YTD Return+1.51%+13.12%
1Y Return-+20.82%
3Y Return (annualized)-+21.43%
5Y Return (annualized)-+11.84%
Volatility (annualized)-15.3%
Max Drawdown-3.1%-56.6%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 31, 1976May 24, 2001

FTMU vs VTI Performance

Franklin Municipal Income ETF (FTMU) 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, FTMU is up 1.51% versus a gain of 13.12% for VTI.

Risk: Volatility and Drawdowns

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

FTMU charges 0.30% per year while VTI charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, FTMU currently yields 3.69% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

FTMU and VTI share 0 holdings out of 2872 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 VTI?

FTMU has an expense ratio of 0.30% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

What is the holdings overlap between FTMU and VTI?

FTMU and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2872 unique securities.

Which pays a higher dividend, FTMU or VTI?

FTMU yields 3.69% while VTI yields 1.07%, so FTMU currently pays the higher dividend yield.

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