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FTOH vs. IBMM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FTOH vs. IBMM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Ohio Municipal Income ETF (FTOH) and iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


FTOH

1D
0.12%
1M
1.06%
YTD
2.25%
6M
2.84%
1Y
3Y*
5Y*
10Y*

IBMM

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FTOH vs. IBMM - Yearly Performance Comparison


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Return for Risk

FTOH vs. IBMM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Ohio Municipal Income ETF (FTOH) and iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM). 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.


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

FTOH vs. IBMM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FTOHIBMMDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.22

Drawdowns

FTOH vs. IBMM - Drawdown Comparison

The maximum FTOH drawdown since its inception was -2.59%, which is greater than IBMM's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for FTOH and IBMM.


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Drawdown Indicators


FTOHIBMMDifference

Max Drawdown

Largest peak-to-trough decline

-2.59%

0.00%

-2.59%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-0.57%

0.00%

-0.57%

Volatility

FTOH vs. IBMM - Volatility Comparison


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Volatility by Period


FTOHIBMMDifference

Volatility (1Y)

Calculated over the trailing 1-year period

3.64%

0.00%

+3.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.64%

0.00%

+3.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.64%

0.00%

+3.64%

FTOH vs. IBMM - Expense Ratio Comparison

FTOH has a 0.35% expense ratio, which is higher than IBMM's 0.18% expense ratio.


Dividends

FTOH vs. IBMM - Dividend Comparison

FTOH's dividend yield for the trailing twelve months is around 2.18%, while IBMM has not paid dividends to shareholders.


Frequently Asked Questions


On fees, IBMM is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBMM is cheaper with a 0.18% expense ratio, compared with 0.35% for FTOH.

FTOH has the higher dividend yield at 2.18%, compared with 0.00% for IBMM.

FTOH tracks Actively Managed, while IBMM tracks S&P AMT-Free Municipal Series Dec 2024 Index. They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.35% for FTOH and 0.18% for IBMM.

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