HYMB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. HYMB offers more diversification with 1005 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: HYMB

Side-by-Side Comparison

MetricHYMBVOOWinner
Expense Ratio0.35%0.03%
AUM$3.1B$979.0B
Dividend Yield4.51%1.09%
Holdings1,800509
YTD Return+2.60%+14.48%
1Y Return+7.45%+22.02%
3Y Return (annualized)+4.53%+21.80%
5Y Return (annualized)+0.03%+13.36%
Volatility (annualized)7.3%14.2%
Max Drawdown-29.8%-34.3%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionApr 13, 2011Sep 7, 2010

HYMB vs VOO Performance

State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HYMB returned +7.45% while VOO returned +22.02%. Year to date, HYMB is up 2.60% versus a gain of 14.48% for VOO.

Over three years, HYMB compounded at +4.53% per year against +21.80% for VOO; over five years the annualized figures are +0.03% and +13.36% respectively. Across the full 15-year window we track, VOO has the edge at +13.61% annualized vs +1.40%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 7.3% for HYMB. 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 -29.8% for HYMB 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HYMB charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, HYMB currently yields 4.51% against 1.09% for VOO.

Holdings Overlap

0.2%overlap

HYMB and VOO share 3 holdings out of 1507 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HYMBWeight in VOODifference
GE0.02%0.60%0.58%
DUK0.09%0.15%0.06%
AON0.07%0.11%0.04%

Frequently Asked Questions

Which is cheaper, HYMB or VOO?

HYMB has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, HYMB or VOO?

Over the past year HYMB returned +7.45% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (15 years), HYMB annualized +1.40% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, HYMB or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 7.3% for HYMB. Worst drawdown: HYMB -29.8% vs VOO -34.3%.

Should I hold both HYMB and VOO?

HYMB and VOO have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYMB and VOO?

HYMB and VOO share 3 common holdings with a 0.2% weight overlap. Combined, they hold 1507 unique securities.

Which pays a higher dividend, HYMB or VOO?

HYMB yields 4.51% while VOO yields 1.09%, so HYMB currently pays the higher dividend yield.

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