FTPA vs IVV

AFTPA

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income3.78%FTPA · $378 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%FTPA and IVV

Franklin Pennsylvania Municipal Income ETF · $129MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.36%Expense ratio$36 · $3 on $10k · lower wins0.03%

3.78%12-mo yield$378 · $111 on $10k1.11%

Cards for this view

FTPA

Franklin Pennsylvania Municipal Income

[…]

IVV

iShares Core S&P 500

$17,414

MeasureFTPAIVV

Fee0.36%0.03%

Cost on $10k a year$36$3

Yield3.78%1.11%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−18.5%−8.9%

Volatility · 1Y16.7%13.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AFTPA	Franklin Pennsylvania Municipal Income ETFRead Desk	0.36%	3.78%	−0.1%	+1.0%	−13.7%	new	new	−18.5%	$129M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AFTPA	Franklin Pennsylvania Municipal Income ETFRead Desk	0.36%	3.78%	−0.1%	+1.0%	−13.7%	new	new	−18.5%	$129M

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