ITM vs VOO

ITM vs VOO

Which is better, ITM or VOO?

Municipal Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricITMVOO
Expense Ratio0.18%0.03%Best
AUM$2.2B$997.4B
Dividend Yield3.01%1.08%
Holdings1,378509
YTD Return-3.92%+13.37%Best
1Y Return-0.15%+20.08%Best
3Y Return (annualized)+2.25%+21.29%Best
5Y Return (annualized)-0.53%+12.89%Best
Volatility (annualized)14.7%14.1%Best
Max Drawdown-35.2%-34.3%Best
$10,000 over 5 years$9,738$18,335Best
Fund FamilyVanEckVanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionDec 4, 2007Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 4, 2026 (16 years).

ITM vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ITM vs VOO Performance

VanEck Intermediate Muni ETF (ITM) is an ETF from VanEck and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ITM returned -0.15% while VOO returned +20.08%. Year to date, ITM is down 3.92% versus a gain of 13.37% for VOO.

Over three years, ITM compounded at +2.25% per year against +21.29% for VOO; over five years the annualized figures are -0.53% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs +2.52%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ITM has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 14.1% for VOO. 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 -35.2% for ITM and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.03. They move largely independently of each other.

Fees and Cost Over Time

ITM 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, ITM currently yields 3.01% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 394 holdings in ITM and 505 in VOO, totalling 33.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 394 positions we hold weights for in ITM and 505 in VOO, against full books of 1,378 and 509.

You are not choosing between two funds in isolation.

Whichever of ITM and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ITMVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ITM or VOO?

ITM has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, ITM or VOO?

Over the past year ITM returned -0.15% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), ITM annualized +2.52% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ITM or VOO?

ITM has been the more volatile fund at 14.7% annualized versus 14.1% for VOO. Worst drawdown: ITM -35.2% vs VOO -34.3%.

Should I hold both ITM and VOO?

ITM and VOO have a monthly-return correlation of 0.03, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ITM or VOO?

ITM yields 3.01% while VOO yields 1.08%, so ITM currently pays the higher dividend yield.

Is VOO better than ITM?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.