FTNJ vs VYM
Franklin New Jersey Municipal Income ETF vs Vanguard High Dividend Yield ETF
Which is better, FTNJ or VYM?
Municipal New Jersey against Large Cap Value.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 0.35% | 0.04%Best |
| AUM | $172M | $81.6B |
| Dividend Yield | 3.36% | 2.22% |
| Holdings | 157 | 613 |
| YTD Return | -1.51% | +12.87%Best |
| 1Y Return | - | +17.25% |
| 3Y Return (annualized) | - | +17.66% |
| 5Y Return (annualized) | - | +11.98% |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Municipal New Jersey | Large Cap Value |
| Inception | Feb 20, 1990 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
FTNJ vs VYM 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 VYM Performance
Franklin New Jersey Municipal Income ETF (FTNJ) is an ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, FTNJ is down 1.51% versus a gain of 12.87% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
FTNJ charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, FTNJ currently yields 3.36% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 45 holdings in FTNJ and 557 in VYM, totalling 41.1% and 99.2% 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 557 in VYM, against full books of 157 and 613.
You are not choosing between two funds in isolation.
Whichever of FTNJ and VYM 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 VYM?
FTNJ has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.
Which pays a higher dividend, FTNJ or VYM?
FTNJ yields 3.36% while VYM yields 2.22%, so FTNJ currently pays the higher dividend yield.
Is VYM better than FTNJ?
VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.