FTPA vs SPY

AFTPA

BSPY

Measures won3–1FTPA wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income3.80%FTPA · $380 on $10k

Smallest drop−7.9%FTPA · worst fall in 1Y

Held in common0.0%FTPA and SPY

Franklin Pennsylvania Municipal Income ETF · $126MState Street SPDR S&P 500 ETF · $806B

[…]3 years · per year[…] · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

0.36%Expense ratio$36 · $9 on $10k · lower wins0.09%

3.80%12-mo yield$380 · $100 on $10k1.00%

Cards for this view

FTPA

Franklin Pennsylvania Municipal Income

[…]

SPY

SPDR S&P 500

$17,337

MeasureFTPASPY

Fee0.36%0.09%

Cost on $10k a year$36$9

Yield3.80%1.00%

5 years, per year[…]+11.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y4.8%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	AFTPA	Franklin Pennsylvania Municipal Income ETFRead Desk	0.36%	3.80%	−0.6%	+0.5%	+0.5%	new	new	−7.9%	$126M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	AFTPA	Franklin Pennsylvania Municipal Income ETFRead Desk	0.36%	3.80%	−0.6%	+0.5%	+0.5%	new	new	−7.9%	$126M

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