KTF vs VOO

KTF vs VOO

Which is better, KTF or VOO?

Municipal Bond against Large Cap Blend.

VOO led over 1Y, 3Y, 5Y and the full window.

Higher 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

MetricKTFVOO
Expense Ratio-0.03%
AUM$343M$997.4B
Dividend Yield8.66%1.04%
Holdings232509
YTD Return-2.49%+14.14%Best
1Y Return-0.81%+17.31%Best
3Y Return (annualized)+8.62%+23.16%Best
5Y Return (annualized)-1.61%+13.85%Best
Volatility (annualized)11.8%Best14.1%
Max Drawdown-46.5%-34.3%Best
$10,000 over 5 years$9,221$19,128Best
Fund FamilyDWSVanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionOct 20, 1988Sep 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 21, 2026 (16 years).

KTF 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.

KTF vs VOO Performance

DWS Municipal Income Trust (KTF) is an ETF from DWS and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year KTF returned -0.81% while VOO returned +17.31%. Year to date, KTF is down 2.49% versus a gain of 14.14% for VOO.

Over three years, KTF compounded at +8.62% per year against +23.16% for VOO; over five years the annualized figures are -1.61% and +13.85% respectively. Across the full 16-year window we track, VOO has the edge at +13.49% annualized vs -0.79%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.8% for KTF. 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 -46.5% for KTF 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 0.26. They move largely independently of each other.

Holdings Overlap

We hold position weights for 111 holdings in KTF and 494 in VOO, totalling 70.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 61 days apart, KTF as of May 31, 2026 and VOO as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 111 positions we hold weights for in KTF and 494 in VOO, against full books of 232 and 509.

You are not choosing between two funds in isolation.

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

KTFVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which performed better, KTF or VOO?

Over the past year KTF returned -0.81% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), KTF annualized -0.79% vs +13.49% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KTF or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 11.8% for KTF. Worst drawdown: KTF -46.5% vs VOO -34.3%.

Should I hold both KTF and VOO?

KTF and VOO have a monthly-return correlation of 0.26, 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, KTF or VOO?

KTF yields 8.66% while VOO yields 1.04%, so KTF currently pays the higher dividend yield.

Is VOO better than KTF?

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.