FFTFX vs. NVDY

In the year-to-date period, FFTFX achieves a 0.71% return, which is significantly higher than NVDY's -4.99% return.

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FFTFX has a 0.55% expense ratio, which is lower than NVDY's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Federal Limited-Term Tax-Free Income Fund (FFTFX) and YieldMax NVDA Option Income Strategy ETF (NVDY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FFTFX Sharpe Ratio is 1.84, which is higher than the NVDY Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of FFTFX and NVDY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFTFX's dividend yield for the trailing twelve months is around 2.51%, less than NVDY's 112.46% yield.

The maximum FFTFX drawdown since its inception was -6.52%, smaller than the maximum NVDY drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for FFTFX and NVDY.

The current volatility for Franklin Federal Limited-Term Tax-Free Income Fund (FFTFX) is 0.28%, while YieldMax NVDA Option Income Strategy ETF (NVDY) has a volatility of 8.15%. This indicates that FFTFX experiences smaller price fluctuations and is considered to be less risky than NVDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.