FTMA vs KBWY
Comparison between Franklin Massachusetts Municipal Income ETF (FTMA, ETF) and INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF).
FTMA vs KBWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FTMA
$290M
KBWY
$290M
Expense Ratio
FTMA
0.35%
KBWY
0.35%
Max Drawdown
Winner
FTMA
2.54%
KBWY
64.35%
Sharpe Ratio
FTMA
0.14
Winner
KBWY
1.30
5Y Beta
Winner
FTMA
0.11
KBWY
0.59
P/E Ratio
FTMA
N/A
KBWY
77.20
Forward P/E
FTMA
N/A
KBWY
32.66
5Y Dividends CAGR
FTMA
N/A
KBWY
-2.55%
5Y EPS CAGR
FTMA
N/A
KBWY
-5.91%
Debt to Equity
FTMA
N/A
KBWY
87.80%
P/S Ratio
FTMA
N/A
KBWY
3.49
P/B Ratio
FTMA
N/A
KBWY
1.27
FTMA vs KBWY - Historical Returns
Returns include dividend reinvestment.
1M
FTMA
+0.74%
Winner
KBWY
+8.02%
3M
FTMA
+1.57%
Winner
KBWY
+19.80%
6M
FTMA
+2.73%
Winner
KBWY
+23.17%
1Y
FTMA
N/A
KBWY
+27.19%
5Y(CAGR)
FTMA
N/A
KBWY
+2.59%
10Y(CAGR)
FTMA
N/A
KBWY
+1.68%
Max(CAGR)
FTMA
+4.20%
Winner
KBWY
+5.10%
FTMA vs KBWY - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | FTMA | KBWY |
|---|---|---|
| 2026 | +1.98% | +22.56% |
| 2025 | +0.43% | -4.36% |
| 2024 | N/A | -4.07% |
| 2023 | N/A | +12.23% |
| 2022 | N/A | -19.77% |
| 2021 | N/A | +33.72% |
| 2020 | N/A | -24.70% |
| 2019 | N/A | +21.47% |
| 2018 | N/A | -18.93% |
| 2017 | N/A | -0.02% |
| 2016 | N/A | +34.37% |
| 2015 | N/A | -9.38% |
| 2014 | N/A | +24.32% |
| 2013 | N/A | +8.57% |
| 2012 | N/A | +26.32% |
| 2011 | N/A | -6.53% |
| 2010 | N/A | +3.19% |
FTMA vs KBWY Drawdown Comparison
The maximum drawdown for FTMA was -2.27%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The maximum drawdown for KBWY was -57.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current FTMA drawdown is -0.11%. The current KBWY drawdown is -5.67%.
| Rank | FTMA | KBWY |
|---|---|---|
| #1 | -2.27% Feb 26, 2026 - May 29, 2026 | -57.65% Jul 6, 2018 - Mar 18, 2020 |
| #2 | -0.82% Nov 26, 2025 - Jan 2, 2026 | -25.64% Jan 29, 2015 - Jun 29, 2016 |
| #3 | -0.72% Nov 11, 2025 - Nov 26, 2025 | -25.32% Apr 28, 2011 - May 1, 2012 |
| #4 | -0.61% Jan 14, 2026 - Feb 3, 2026 | -19.31% May 21, 2013 - Oct 31, 2014 |
| #5 | -0.17% Feb 24, 2026 - Feb 26, 2026 | -18.75% Oct 18, 2017 - Jul 5, 2018 |
| #6 | -0.17% Feb 5, 2026 - Feb 10, 2026 | -15.61% Sep 7, 2016 - Dec 9, 2016 |
| #7 | -0.16% Feb 10, 2026 - Feb 12, 2026 | -8.74% May 1, 2012 - Jun 29, 2012 |
| #8 | -0.11% Jan 7, 2026 - Jan 14, 2026 | -7.97% Apr 18, 2017 - Oct 11, 2017 |
| #9 | -0.11% Jun 2, 2026 - Jun 5, 2026 | -7.41% Feb 27, 2017 - Apr 11, 2017 |
| #10 | -0.11% Feb 18, 2026 - Feb 20, 2026 | -6.68% Oct 18, 2012 - Dec 18, 2012 |
| #11 | -0.09% May 29, 2026 - Jun 2, 2026 | -6.54% Feb 28, 2011 - Apr 20, 2011 |
| #12 | -0.06% Jan 5, 2026 - Jan 7, 2026 | -3.76% Sep 14, 2012 - Oct 18, 2012 |
| #13 | -0.05% Feb 20, 2026 - Feb 24, 2026 | -3.74% Jul 17, 2012 - Aug 28, 2012 |
| #14 | N/A | -3.45% Aug 15, 2016 - Sep 7, 2016 |
| #15 | N/A | -3.41% Dec 7, 2010 - Dec 22, 2010 |
Correlation
Correlation between FTMA and KBWY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2011 - 2026)
FTMA vs KBWY dividend yield comparison.
| Year | FTMA | KBWY |
|---|---|---|
| 2026 | 1.42% | 3.39% |
| 2025 | 0.54% | 9.79% |
| 2024 | 0.00% | 8.74% |
| 2023 | 0.00% | 7.90% |
| 2022 | 0.00% | 7.41% |
| 2021 | 0.00% | 5.05% |
| 2020 | 0.00% | 10.35% |
| 2019 | 0.00% | 6.19% |
| 2018 | 0.00% | 8.64% |
| 2017 | 0.00% | 7.25% |
| 2016 | 0.00% | 6.55% |
| 2015 | 0.00% | 5.72% |
| 2014 | 0.00% | 4.57% |
| 2013 | 0.00% | 4.85% |
| 2012 | 0.00% | 5.07% |
| 2011 | 0.00% | 6.64% |
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