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USPX vs FTMA

Franklin U.S. Equity Index ETF vs Franklin Massachusetts Municipal Inc ETF

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

FTMA

Franklin Massachusetts Municipal Inc ETF

Franklin Templeton Investments

Annual cost

0.35%

Fund size

$273M

Key differences

  • USPX costs 0.32% less per year.
  • USPX is significantly larger than FTMA — larger funds tend to be more liquid and less likely to close.
  • USPX is classified as equity, while FTMA is fixed income — different risk/return profiles.

Side-by-side comparison

USPXFTMA
Annual cost (TER)0.03%0.35%
Fund size (AUM)$1.8B$273M
Since20162018
Dividend yield1.09%3.15%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%N/A
CAGR 3Y+23.3%N/A
CAGR 5Y+12.6%N/A
Sharpe 3Y1.22N/A
Volatility 1Y12.24%
Max drawdown-31.21%-2.27%

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

Similar to USPX and FTMA