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FTNJ vs. MUB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FTNJ vs. MUB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin New Jersey Municipal Income ETF (FTNJ) and iShares National AMT-Free Muni Bond ETF (MUB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FTNJ achieves a 0.82% return, which is significantly higher than MUB's 0.21% return.


FTNJ

1D
0.12%
1M
-1.70%
6M
0.36%
YTD
0.82%
1Y
3Y*
5Y*
10Y*
ALL TIME*

MUB

1D
-0.11%
1M
-1.73%
6M
-0.48%
YTD
0.21%
1Y
4.48%
3Y*
2.86%
5Y*
0.55%
10Y*
1.79%
ALL TIME*
3.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.38M$1.09M$908.42K
$531.87M$437.83M$388.20M

FTNJ vs. MUB - Yearly Performance Comparison


Correlation

The correlation between FTNJ and MUB is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 10, 2025

0.69

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Return for Risk

FTNJ vs. MUB — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FTNJ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


MUB
MUB Risk / Return Rank: 6666
Overall Rank
MUB Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
MUB Sortino Ratio Rank: 7575
Sortino Ratio Rank
MUB Omega Ratio Rank: 8181
Omega Ratio Rank
MUB Calmar Ratio Rank: 5050
Calmar Ratio Rank
MUB Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FTNJ vs. MUB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin New Jersey Municipal Income ETF (FTNJ) and iShares National AMT-Free Muni Bond ETF (MUB). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FTNJMUBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.34

Calmar ratioReturn relative to maximum drawdown

1.80

Martin ratioReturn relative to average drawdown

5.86

FTNJ vs. MUB - Sharpe Ratio Comparison


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Drawdowns

FTNJ vs. MUB - Drawdown Comparison

The maximum FTNJ drawdown since its inception was -2.72%, smaller than the maximum MUB drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for FTNJ and MUB.


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Drawdown Indicators


FTNJMUBDifference

Max Drawdown

Largest peak-to-trough decline

-2.72%

-13.68%

+10.96%

Max Drawdown (1Y)

Largest decline over 1 year

-2.79%

Max Drawdown (3Y)

Largest decline over 3 years

-4.78%

Max Drawdown (5Y)

Largest decline over 5 years

-11.78%

Max Drawdown (10Y)

Largest decline over 10 years

-13.68%

Current Drawdown

Current decline from peak

-1.70%

-1.79%

+0.09%

Average Drawdown

Average peak-to-trough decline

-0.58%

-2.22%

+1.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.86%

Volatility

FTNJ vs. MUB - Volatility Comparison


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Volatility by Period


FTNJMUBDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.96%

Volatility (6M)

Calculated over the trailing 6-month period

2.41%

Volatility (1Y)

Calculated over the trailing 1-year period

3.25%

2.98%

+0.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.25%

4.09%

-0.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.25%

4.91%

-1.66%

FTNJ vs. MUB - Expense Ratio Comparison

FTNJ has a 0.35% expense ratio, which is higher than MUB's 0.07% expense ratio.


Dividends

FTNJ vs. MUB - Dividend Comparison

FTNJ's dividend yield for the trailing twelve months is around 2.30%, less than MUB's 3.22% yield.


PositionTTM20252024202320222021202020192018201720162015
FTNJ
Franklin New Jersey Municipal Income ETF
2.30%0.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MUB
iShares National AMT-Free Muni Bond ETF
2.96%3.14%3.01%2.65%2.11%1.81%2.11%2.42%2.46%2.26%2.21%2.51%

Frequently Asked Questions


FTNJ and MUB have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MUB is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MUB is cheaper with a 0.07% expense ratio, compared with 0.35% for FTNJ.

MUB has the higher dividend yield at 2.96%, compared with 2.30% for FTNJ.

FTNJ tracks Actively Managed, while MUB tracks S&P National AMT-Free Municipal Bond Index. They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.35% for FTNJ and 0.07% for MUB.

Portfolio Optimizer

Find the right allocation for FTNJ and MUB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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