AVUQ vs FTMA
Comparison between AVANTIS U.S. QUALITY ETF (AVUQ, ETF) and Franklin Massachusetts Municipal Income ETF (FTMA, ETF).
AVUQ vs FTMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUQ
$287M
FTMA
$287M
Expense Ratio
Winner
AVUQ
0.15%
FTMA
0.35%
Max Drawdown
AVUQ
11.86%
Winner
FTMA
2.63%
Sharpe Ratio
Winner
AVUQ
0.83
FTMA
-0.50
5Y Beta
AVUQ
1.05
Winner
FTMA
0.10
P/E Ratio
AVUQ
28.76
FTMA
N/A
Forward P/E
AVUQ
23.34
FTMA
N/A
5Y EPS CAGR
AVUQ
33.68%
FTMA
N/A
Debt to Equity
AVUQ
61.42%
FTMA
N/A
P/S Ratio
AVUQ
4.40
FTMA
N/A
P/B Ratio
AVUQ
9.81
FTMA
N/A
AVUQ vs FTMA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVUQ
+3.09%
FTMA
+0.13%
3M
Winner
AVUQ
+0.31%
FTMA
+0.05%
6M
Winner
AVUQ
+9.87%
FTMA
-0.02%
1Y
AVUQ
+17.70%
FTMA
N/A
Max(CAGR)
Winner
AVUQ
+24.23%
FTMA
+2.06%
AVUQ vs FTMA - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | AVUQ | FTMA |
|---|---|---|
| 2026 | +10.78% | +1.16% |
| 2025 | +22.52% | +0.43% |
AVUQ vs FTMA Drawdown Comparison
The maximum drawdown for AVUQ was -11.86%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for FTMA was -2.27%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The current AVUQ drawdown is -2.41%. The current FTMA drawdown is -1.63%.
| Rank | AVUQ | FTMA |
|---|---|---|
| #1 | -11.86% Mar 27, 2025 - May 12, 2025 | -2.27% Feb 26, 2026 - May 29, 2026 |
| #2 | -11.61% Oct 29, 2025 - Apr 15, 2026 | -1.98% Jul 2, 2026 - Jul 23, 2026 |
| #3 | -6.48% Jun 1, 2026 - Aug 4, 2026 | -0.82% Nov 26, 2025 - Jan 2, 2026 |
| #4 | -3.29% Oct 8, 2025 - Oct 24, 2025 | -0.72% Nov 11, 2025 - Nov 26, 2025 |
| #5 | -2.82% Aug 13, 2026 - Aug 24, 2026 | -0.61% Jan 14, 2026 - Feb 3, 2026 |
| #6 | -2.72% Aug 14, 2025 - Aug 28, 2025 | -0.17% Feb 24, 2026 - Feb 26, 2026 |
| #7 | -2.54% May 16, 2025 - Jun 2, 2025 | -0.17% Feb 5, 2026 - Feb 10, 2026 |
| #8 | -2.52% May 14, 2026 - May 28, 2026 | -0.16% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -2.34% Jul 28, 2025 - Aug 8, 2025 | -0.11% Jun 24, 2026 - Jun 26, 2026 |
| #10 | -1.94% Aug 28, 2025 - Sep 4, 2025 | -0.11% Jan 7, 2026 - Jan 14, 2026 |
| #11 | -1.93% Sep 22, 2025 - Oct 8, 2025 | -0.11% Jun 2, 2026 - Jun 16, 2026 |
| #12 | -1.50% Jun 10, 2025 - Jun 24, 2025 | -0.11% Jun 16, 2026 - Jun 18, 2026 |
| #13 | -1.22% Apr 27, 2026 - May 5, 2026 | -0.11% Feb 18, 2026 - Feb 20, 2026 |
| #14 | -0.99% Apr 17, 2026 - Apr 22, 2026 | -0.09% May 29, 2026 - Jun 2, 2026 |
| #15 | -0.94% Jul 3, 2025 - Jul 14, 2025 | -0.06% Jan 5, 2026 - Jan 7, 2026 |
Correlation
Correlation between AVUQ and FTMA is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2025 - 2026)
AVUQ vs FTMA dividend yield comparison.
| Year | AVUQ | FTMA |
|---|---|---|
| 2026 | 0.16% | 2.09% |
| 2025 | 0.32% | 0.54% |
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