FTNJ vs VOO
Franklin New Jersey Municipal Income ETF vs Vanguard S&P 500 ETF
Which is better, FTNJ or VOO?
Municipal New Jersey against Large Cap Blend.
VOO has a lower expense ratio. VOO 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 | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $184M | $1.0T |
| Dividend Yield | 3.51% | 1.06% |
| Holdings | 319 | 506 |
| YTD Return | -2.63% | +13.57%Best |
| 1Y Return | -2.25% | +17.55%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Municipal New Jersey | Large Cap Blend |
| Inception | Feb 20, 1990 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
FTNJ vs VOO 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 VOO Performance
Franklin New Jersey Municipal Income ETF (FTNJ) is an ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FTNJ returned -2.25% while VOO returned +17.55%. Year to date, FTNJ is down 2.63% versus a gain of 13.57% for VOO.
Past performance does not guarantee future results.
Fees and Cost Over Time
FTNJ charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, FTNJ currently yields 3.51% against 1.06% for VOO.
Holdings Overlap
We hold position weights for 46 holdings in FTNJ and 504 in VOO, totalling 36.1% and 100.1% 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 46 positions we hold weights for in FTNJ and 504 in VOO, against full books of 319 and 506.
You are not choosing between two funds in isolation.
Whichever of FTNJ and VOO 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 VOO?
FTNJ has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, FTNJ or VOO?
Over the past year FTNJ returned -2.25% vs +17.55% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, FTNJ or VOO?
FTNJ yields 3.51% while VOO yields 1.06%, so FTNJ currently pays the higher dividend yield.
Is VOO better than FTNJ?
VOO has a lower expense ratio. VOO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.