Screener
PVAL vs FTMA
Putnam Focused Large Cap Value ETF vs Franklin Massachusetts Municipal Inc ETF
Key differences
PVAL is an equity ETF, while FTMA is a fixed income ETF. PVAL charges 0.55% a year and FTMA 0.35%.
- PVAL is an equity fund, while FTMA is a fixed income fund. They carry different risk/return profiles.
- PVAL follows a active selection strategy; FTMA uses index tracking.
- FTMA costs 0.20% less per year.
- PVAL is much larger than FTMA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PVAL | FTMA | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.35% |
| Fund size (AUM) | $11.1B | $290M |
| Since | 2021 | 2018 |
| Dividend yield | 0.98% | 3.15% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.3% | N/A |
| CAGR 3Y | +24.7% | N/A |
| CAGR 5Y | +16.0% | N/A |
| Sharpe 3Y | 1.44 | N/A |
| Volatility 1Y | 10.95% | — |
| Max drawdown | -16.64% | -2.27% |
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