FTNJ vs VTI

FTNJ vs VTI

Which is better, FTNJ or VTI?

Municipal New Jersey against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y.

Lower Fees: VTIHigher Returns (1Y): VTI

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

MetricFTNJVTI
Expense Ratio0.35%0.03%Best
AUM$172M$666.9B
Dividend Yield3.36%1.03%
Holdings1573,543
YTD Return-1.16%+12.08%Best
1Y Return-+16.31%
3Y Return (annualized)-+20.83%
5Y Return (annualized)-+11.89%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleMunicipal New JerseyLarge Cap Blend
InceptionFeb 20, 1990May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

FTNJ vs VTI 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 VTI Performance

Franklin New Jersey Municipal Income ETF (FTNJ) is an ETF from Franklin Templeton Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, FTNJ is down 1.16% versus a gain of 12.08% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

FTNJ 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, FTNJ currently yields 3.36% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 45 holdings in FTNJ and 3,463 in VTI, totalling 41.1% and 98.1% 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 3,463 in VTI, against full books of 157 and 3,543.

You are not choosing between two funds in isolation.

Whichever of FTNJ and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FTNJVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTNJ or VTI?

FTNJ has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which pays a higher dividend, FTNJ or VTI?

FTNJ yields 3.36% while VTI yields 1.03%, so FTNJ currently pays the higher dividend yield.

Is VTI better than FTNJ?

VTI has a lower expense ratio. VTI led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.