FTMH vs SCHD
FTMH vs SCHD
Franklin Municipal High Yield ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. FTMH offers more diversification with 112 holdings.
Side-by-Side Comparison
| Metric | FTMH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $569M | $103.7B | |
| Dividend Yield | 3.45% | 3.31% | |
| Holdings | 461 | 104 | |
| YTD Return | +2.45% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -3.1% | -33.4% | |
| Fund Family | Franklin Templeton Investments (US) | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Sep 9, 1985 | Oct 20, 2011 |
FTMH vs SCHD Performance
Franklin Municipal High Yield ETF (FTMH) is a ETF from Franklin Templeton Investments (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, FTMH is up 2.45% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.1% for FTMH and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
FTMH charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, FTMH currently yields 3.45% against 3.31% for SCHD.
Holdings Overlap
FTMH and SCHD share 0 holdings out of 212 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, FTMH or SCHD?
FTMH has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between FTMH and SCHD?
FTMH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 212 unique securities.
Which pays a higher dividend, FTMH or SCHD?
FTMH yields 3.45% while SCHD yields 3.31%, so FTMH currently pays the higher dividend yield.
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