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WABF vs FTMA

Western Asset Bond ETF vs Franklin Massachusetts Municipal Inc ETF

WABF

Western Asset Bond ETF

Annual cost

0.35%

Fund size

$16M

FTMA

Franklin Massachusetts Municipal Inc ETF

Annual cost

0.35%

Fund size

$290M

Key differences

Both WABF and FTMA are fixed income ETFs. WABF charges 0.35% a year and FTMA 0.35%. The main difference: WABF follows a active selection strategy; FTMA uses index tracking.

  • WABF follows a active selection strategy; FTMA uses index tracking.
  • FTMA is much larger than WABF. 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

WABFFTMA
Annual cost (TER)0.35%0.35%
Fund size (AUM)$16M$290M
Since20232018
Dividend yield4.80%3.15%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.71%
Max drawdown-5.36%-2.27%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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