FTMN vs VYM

FTMN vs VYM

Which is better, FTMN or VYM?

Municipal Minnesota against Large Cap Value.

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

Lower Fees: VYMHigher Returns (1Y): VYM

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

MetricFTMNVYM
Expense Ratio0.35%0.04%Best
AUM$271M$78.9B
Dividend Yield3.23%2.37%
Holdings211608
YTD Return-4.53%+11.83%Best
1Y Return-3.99%+15.96%Best
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+11.51%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleMunicipal MinnesotaLarge Cap Value
InceptionOct 23, 1989Nov 10, 2006

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

FTMN 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.

FTMN vs VYM Performance

Franklin Minnesota Municipal Income ETF (FTMN) is an ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FTMN returned -3.99% while VYM returned +15.96%. Year to date, FTMN is down 4.53% versus a gain of 11.83% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

FTMN 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, FTMN currently yields 3.23% against 2.37% for VYM.

Holdings Overlap

We hold position weights for 18 holdings in FTMN and 602 in VYM, totalling 16.3% and 100.0% 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 18 positions we hold weights for in FTMN and 602 in VYM, against full books of 211 and 608.

You are not choosing between two funds in isolation.

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

FTMNVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTMN or VYM?

FTMN 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 performed better, FTMN or VYM?

Over the past year FTMN returned -3.99% vs +15.96% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, FTMN or VYM?

FTMN yields 3.23% while VYM yields 2.37%, so FTMN currently pays the higher dividend yield.

Is VYM better than FTMN?

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.