GMUB vs VOO

GMUB vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. GMUB offers more diversification with 553 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: GMUB

Side-by-Side Comparison

MetricGMUBVOOWinner
Expense Ratio0.18%0.03%
AUM$319M$997.4B
Dividend Yield3.39%1.08%
Holdings553509
YTD Return+1.09%+12.25%
1Y Return+5.06%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)3.1%14.1%
Max Drawdown-3.4%-34.3%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 23, 2024Sep 7, 2010

GMUB vs VOO Performance

Goldman Sachs Municipal Income ETF (GMUB) is a ETF from Goldman Sachs Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GMUB returned +5.06% while VOO returned +20.92%. Year to date, GMUB is up 1.09% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.1% for GMUB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -3.4% for GMUB and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GMUB charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, GMUB currently yields 3.39% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

GMUB and VOO share 0 holdings out of 660 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GMUB or VOO?

GMUB has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, GMUB or VOO?

Over the past year GMUB returned +5.06% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), GMUB annualized +3.79% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, GMUB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.1% for GMUB. Worst drawdown: GMUB -3.4% vs VOO -34.3%.

Should I hold both GMUB and VOO?

GMUB and VOO have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GMUB and VOO?

GMUB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 660 unique securities.

Which pays a higher dividend, GMUB or VOO?

GMUB yields 3.39% while VOO yields 1.08%, so GMUB currently pays the higher dividend yield.

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