FTMH vs IVV

AFTMH

BIVV

Measures won3–1FTMH wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income4.86%FTMH · $486 on $10k

Smallest drop−8.4%FTMH · worst fall in 1Y

Held in common0.0%FTMH and IVV

Franklin Municipal High Yield ETF · $719MiShares Core S&P 500 ETF · $883B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

4.86%12-mo yield$486 · $110 on $10k1.10%

Cards for this view

FTMH

Franklin Municipal High Yield

[…]

IVV

iShares Core S&P 500

$17,530

MeasureFTMHIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield4.86%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y5.0%13.7%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AFTMH	Franklin Municipal High Yield ETFRead Desk	0.35%	4.86%	+0.3%	+1.3%	+1.5%	new	new	−8.4%	$719M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AFTMH	Franklin Municipal High Yield ETFRead Desk	0.35%	4.86%	+0.3%	+1.3%	+1.5%	new	new	−8.4%	$719M

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