FTNJ vs IVV
Franklin New Jersey Municipal Income ETF vs iShares Core S&P 500 ETF
Which is better, FTNJ or IVV?
Municipal New Jersey against Large Cap Blend.
IVV has a lower expense ratio. IVV 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 | FTNJ | IVV |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $172M | $876.4B |
| Dividend Yield | 3.36% | 1.06% |
| Holdings | 157 | 508 |
| YTD Return | -1.16% | +12.01%Best |
| 1Y Return | - | +16.48% |
| 3Y Return (annualized) | - | +21.21% |
| 5Y Return (annualized) | - | +12.95% |
| Fund Family | Franklin Templeton Investments (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Municipal New Jersey | Large Cap Blend |
| Inception | Feb 20, 1990 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
FTNJ vs IVV 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.
FTNJ vs IVV Performance
Franklin New Jersey Municipal Income ETF (FTNJ) is an ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, FTNJ is down 1.16% versus a gain of 12.01% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
FTNJ charges 0.35% per year while IVV 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, FTNJ currently yields 3.36% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 45 holdings in FTNJ and 490 in IVV, totalling 41.1% and 99.3% 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 45 positions we hold weights for in FTNJ and 490 in IVV, against full books of 157 and 508.
You are not choosing between two funds in isolation.
Whichever of FTNJ and IVV 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, FTNJ or IVV?
FTNJ has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which pays a higher dividend, FTNJ or IVV?
FTNJ yields 3.36% while IVV yields 1.06%, so FTNJ currently pays the higher dividend yield.
Is IVV better than FTNJ?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.