FTMS vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricFTMSVOOWinner
Expense Ratio0.21%0.03%
AUM$192M$979.0B
Dividend Yield2.50%1.09%
Holdings228509
YTD Return+1.16%+13.53%
1Y Return-+23.65%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+13.52%
Volatility (annualized)-14.1%
Max Drawdown-1.2%-34.3%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 18, 2013Sep 7, 2010

FTMS vs VOO Performance

Franklin Short-Term Municipal Income ETF (FTMS) is a ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, FTMS is up 1.16% versus a gain of 13.53% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.2% for FTMS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FTMS charges 0.21% per year while VOO charges 0.03%. On a $10,000 position that is $21 vs $3 annually, a gap of $18 per year that compounds over a long holding period. On income, FTMS currently yields 2.50% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

FTMS and VOO share 0 holdings out of 575 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, FTMS or VOO?

FTMS has an expense ratio of 0.21% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

What is the holdings overlap between FTMS and VOO?

FTMS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 575 unique securities.

Which pays a higher dividend, FTMS or VOO?

FTMS yields 2.50% while VOO yields 1.09%, so FTMS currently pays the higher dividend yield.

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