IVVW vs FTMA
Comparison between ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF) and Franklin Massachusetts Municipal Income ETF (FTMA, ETF).
IVVW vs FTMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVVW
$292M
FTMA
$290M
Expense Ratio
Winner
IVVW
0.25%
FTMA
0.35%
Max Drawdown
IVVW
19.66%
Winner
FTMA
2.54%
Sharpe Ratio
Winner
IVVW
1.77
FTMA
0.14
5Y Beta
IVVW
0.73
Winner
FTMA
0.11
IVVW vs FTMA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVVW
+0.83%
FTMA
+0.74%
3M
Winner
IVVW
+5.20%
FTMA
+1.57%
6M
Winner
IVVW
+5.65%
FTMA
+2.73%
1Y
IVVW
+18.72%
FTMA
N/A
Max(CAGR)
Winner
IVVW
+13.05%
FTMA
+4.20%
IVVW vs FTMA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IVVW | FTMA |
|---|---|---|
| 2026 | +4.41% | +1.98% |
| 2025 | +11.80% | +0.43% |
| 2024 | +12.89% | N/A |
IVVW vs FTMA Drawdown Comparison
The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The maximum drawdown for FTMA was -2.27%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The current IVVW drawdown is -0.65%. The current FTMA drawdown is -0.11%.
| Rank | IVVW | FTMA |
|---|---|---|
| #1 | -16.79% Feb 18, 2025 - Sep 9, 2025 | -2.27% Feb 26, 2026 - May 29, 2026 |
| #2 | -6.19% Jul 22, 2024 - Aug 15, 2024 | -0.82% Nov 26, 2025 - Jan 2, 2026 |
| #3 | -5.81% Feb 25, 2026 - Apr 17, 2026 | -0.72% Nov 11, 2025 - Nov 26, 2025 |
| #4 | -3.66% Mar 28, 2024 - Jun 5, 2024 | -0.61% Jan 14, 2026 - Feb 3, 2026 |
| #5 | -2.77% Jun 4, 2026 - Jun 10, 2026 | -0.17% Feb 24, 2026 - Feb 26, 2026 |
| #6 | -2.59% Dec 16, 2024 - Jan 17, 2025 | -0.17% Feb 5, 2026 - Feb 10, 2026 |
| #7 | -2.45% Nov 12, 2025 - Nov 28, 2025 | -0.16% Feb 10, 2026 - Feb 12, 2026 |
| #8 | -1.84% Aug 30, 2024 - Sep 12, 2024 | -0.11% Jan 7, 2026 - Jan 14, 2026 |
| #9 | -1.82% Feb 2, 2026 - Feb 9, 2026 | -0.11% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -1.58% Oct 18, 2024 - Nov 6, 2024 | -0.11% Feb 18, 2026 - Feb 20, 2026 |
| #11 | -1.50% Jan 16, 2026 - Jan 26, 2026 | -0.09% May 29, 2026 - Jun 2, 2026 |
| #12 | -1.47% Oct 6, 2025 - Oct 17, 2025 | -0.06% Jan 5, 2026 - Jan 7, 2026 |
| #13 | -1.27% Feb 9, 2026 - Feb 25, 2026 | -0.05% Feb 20, 2026 - Feb 24, 2026 |
| #14 | -0.90% Nov 14, 2024 - Nov 22, 2024 | N/A |
| #15 | -0.81% May 12, 2026 - May 22, 2026 | N/A |
Correlation
Correlation between IVVW and FTMA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2024 - 2026)
IVVW vs FTMA dividend yield comparison.
| Year | IVVW | FTMA |
|---|---|---|
| 2026 | 7.70% | 1.42% |
| 2025 | 18.55% | 0.54% |
| 2024 | 13.72% | 0.00% |
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