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FTMA vs INCM

Franklin Massachusetts Municipal Inc ETF vs Franklin Income Focus ETF

FTMA

Franklin Massachusetts Municipal Inc ETF

Franklin Templeton Investments

Annual cost

0.35%

Fund size

$273M

INCM

Franklin Income Focus ETF

Franklin Templeton Investments

Annual cost

0.38%

Fund size

$1.5B

Key differences

  • INCM is significantly larger than FTMA — larger funds tend to be more liquid and less likely to close.
  • FTMA is classified as fixed income, while INCM is alternative — different risk/return profiles.
  • FTMA covers north america markets; INCM covers emerging markets.
  • FTMA follows a index tracking strategy; INCM uses multi strategy.
  • FTMA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTMAINCM
Annual cost (TER)0.35%0.38%
Fund size (AUM)$273M$1.5B
Since20182023
Dividend yield3.15%5.04%
Asset classfixed incomealternative
Regionnorth americaemerging markets
Strategyindex trackingmulti strategy
CAGR 1YN/A+17.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y5.28%
Max drawdown-2.27%-7.84%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTMA and INCM