MCN vs VOO

MCN vs VOO

Which is better, MCN or VOO?

Large Cap Value against Large Cap Blend.

VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 42.7%.

Higher Returns: VOOLess Concentrated: 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

MetricMCNVOO
Expense Ratio-0.03%
AUM$133M$997.4B
Dividend Yield11.59%1.08%
Holdings81509
YTD Return+2.12%+13.37%Best
1Y Return+2.47%+20.08%Best
3Y Return (annualized)+3.42%+21.29%Best
5Y Return (annualized)+3.27%+12.89%Best
Volatility (annualized)15.2%14.1%Best
Max Drawdown-57.4%-34.3%Best
$10,000 over 5 years$11,745$18,335Best
Top 10 Weight42.7%36.4%Best
Fund FamilyMadison FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 28, 2004Sep 7, 2010

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

MCN 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.

MCN vs VOO Performance

XAI Madison Equity Premium Income Fund (MCN) is an ETF from Madison Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MCN returned +2.47% while VOO returned +20.08%. Year to date, MCN is up 2.12% versus a gain of 13.37% for VOO.

Over three years, MCN compounded at +3.42% per year against +21.29% for VOO; over five years the annualized figures are +3.27% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs +1.03%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MCN has been the more volatile fund, with annualized monthly volatility of 15.2% 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 -57.4% for MCN 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 0.75. They usually move together, but the gap leaves some room for diversification.

Holdings Overlap

MCN already in VOO80.5%
VOO already in MCN17.3%

80.5% of MCN's money is in holdings VOO also owns. 17.3% of VOO's money is in holdings MCN also owns.

Most of MCN is already inside VOO. Owning both mostly buys the same companies twice.

The two holdings books were reported 91 days apart, MCN as of Mar 31, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

34 positions in common, counted across the 40 positions we hold weights for in MCN and 505 in VOO, against full books of 81 and 509.

What only one of them owns

Our book lists 463 positions for VOO that do not appear in our book for MCN (82.2% of the fund), and 4 for MCN that do not appear in VOO (15.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in MCNWeight in VOODifference
MSFTMicrosoft Corp 4.100 Feb 06 372.36%4.30%1.94%
AMZNAmazon.Com Inc3.02%3.62%0.60%
AVGOBroadcom Inc2.07%2.77%0.70%
APAApa Corp4.21%0.02%4.19%
PEPPepsico Inc.3.91%0.29%3.62%
METAMeta Platform Inc 1.95%1.92%0.03%
DHRDanaher Corporation3.41%0.19%3.22%
LVSLas Vegas Sands Corp.3.52%0.02%3.50%
VVisa Inc Class A2.38%0.87%1.51%
MDTMedtronic Plc Ordinary Shares3.02%0.16%2.86%

80.5% of MCN is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

MCNVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which performed better, MCN or VOO?

Over the past year MCN returned +2.47% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), MCN annualized +1.03% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MCN or VOO?

MCN has been the more volatile fund at 15.2% annualized versus 14.1% for VOO. Worst drawdown: MCN -57.4% vs VOO -34.3%.

Should I hold both MCN and VOO?

MCN and VOO have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between MCN and VOO?

80.5% of MCN's money is in holdings VOO also owns. 17.3% of VOO's is in holdings MCN also owns. They hold 34 positions in common, counted across the 40 positions we hold weights for in MCN and 505 in VOO.

Which pays a higher dividend, MCN or VOO?

MCN yields 11.59% while VOO yields 1.08%, so MCN currently pays the higher dividend yield.

Is VOO better than MCN?

VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 42.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.