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PLGI vs FTMA

PL Growth and Income ETF vs Franklin Massachusetts Municipal Inc ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

FTMA

Franklin Massachusetts Municipal Inc ETF

Annual cost

0.35%

Fund size

$290M

Key differences

PLGI is an equity ETF, while FTMA is a fixed income ETF. PLGI charges 1.25% a year and FTMA 0.35%.

  • PLGI is an equity fund, while FTMA is a fixed income fund. They carry different risk/return profiles.
  • PLGI follows a active selection strategy; FTMA uses index tracking.
  • FTMA costs 0.90% less per year.
  • FTMA is much larger than PLGI. Larger funds are usually more liquid and less likely to close.
  • FTMA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIFTMA
Annual cost (TER)1.25%0.35%
Fund size (AUM)$54M$290M
Since20252018
Dividend yield3.15%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-7.26%-2.27%

Similar to PLGI and FTMA