FTPA vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricFTPAVYMWinner
Expense Ratio0.35%0.04%
AUM$98M$79.0B
Dividend Yield2.46%2.86%
Holdings91568
YTD Return+1.46%+16.53%
1Y Return-+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)-14.6%
Max Drawdown-3.0%-58.8%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJul 21, 1989Nov 10, 2006

FTPA vs VYM Performance

Franklin Pennsylvania Municipal Income ETF (FTPA) is a ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, FTPA is up 1.46% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.0% for FTPA and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FTPA 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, FTPA currently yields 2.46% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

FTPA and VYM share 0 holdings out of 582 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, FTPA or VYM?

FTPA has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

What is the holdings overlap between FTPA and VYM?

FTPA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 582 unique securities.

Which pays a higher dividend, FTPA or VYM?

FTPA yields 2.46% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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