MAGG vs VOO

MAGG vs VOO

Which is better, MAGG or VOO?

Investment Grade Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y 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

MetricMAGGVOO
Expense Ratio0.36%0.03%Best
AUM$65M$997.4B
Dividend Yield4.89%1.04%
Holdings206509
YTD Return-1.88%+11.48%Best
1Y Return-1.02%+15.94%Best
3Y Return (annualized)+4.00%+21.01%Best
5Y Return (annualized)-+12.66%
Volatility (annualized)5.3%Best12.9%
Max Drawdown-4.6%Best-18.7%
$10,000 over 3 years$11,164$17,397Best
Fund FamilyMadison FundsVanguard (US)
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Blend
InceptionAug 28, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Aug 29, 2023 to Sep 15, 2026 (3 years).

MAGG 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 covers the 3 years both funds cover.

MAGG vs VOO Performance

Madison Aggregate Bond ETF (MAGG) is an ETF from Madison Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MAGG returned -1.02% while VOO returned +15.94%. Year to date, MAGG is down 1.88% versus a gain of 11.48% for VOO.

Over three years, MAGG compounded at +4.00% per year against +21.01% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 5.3% for MAGG. 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 -4.6% for MAGG and -18.7% 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 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MAGG charges 0.36% per year while VOO charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, MAGG currently yields 4.89% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 126 holdings in MAGG and 494 in VOO, totalling 67.4% and 99.5% 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 126 positions we hold weights for in MAGG and 494 in VOO, against full books of 206 and 509.

You are not choosing between two funds in isolation.

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

MAGGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MAGG or VOO?

MAGG has an expense ratio of 0.36% while VOO charges 0.03%. VOO is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, MAGG or VOO?

Over the past year MAGG returned -1.02% vs +15.94% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MAGG or VOO?

VOO has been the more volatile fund at 12.9% annualized versus 5.3% for MAGG. Worst drawdown: MAGG -4.6% vs VOO -18.7%.

Should I hold both MAGG and VOO?

MAGG and VOO have a monthly-return correlation of 0.53, 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, MAGG or VOO?

MAGG yields 4.89% while VOO yields 1.04%, so MAGG currently pays the higher dividend yield.

Is VOO better than MAGG?

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