MCSE vs VOO

MCSE vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricMCSEVOOWinner
Expense Ratio0.59%0.03%
AUM$3M$997.4B
Dividend Yield3.77%1.08%
Holdings28509
YTD Return-0.63%+12.95%
1Y Return+3.20%+20.69%
3Y Return (annualized)+1.38%+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)19.2%14.1%
Max Drawdown-25.9%-34.3%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 31, 2022Sep 7, 2010

MCSE vs VOO Performance

Franklin Sustainable International Equity ETF (MCSE) is a ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MCSE returned +3.20% while VOO returned +20.69%. Year to date, MCSE is down 0.63% versus a gain of 12.95% for VOO.

Over three years, MCSE compounded at +1.38% per year against +22.09% for VOO. Across the full 3-year window we track, VOO has the edge at +13.50% annualized vs +6.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MCSE has been the more volatile fund, with annualized monthly volatility of 19.2% 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 -25.9% for MCSE 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MCSE charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, MCSE currently yields 3.77% against 1.08% for VOO.

Holdings Overlap

0.5%overlap

MCSE and VOO share 3 holdings out of 528 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MCSEWeight in VOODifference
LIN4.82%0.37%4.45%
MTD5.10%0.04%5.06%
RMD4.66%0.04%4.62%

Frequently Asked Questions

Which is cheaper, MCSE or VOO?

MCSE has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, MCSE or VOO?

Over the past year MCSE returned +3.20% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), MCSE annualized +6.41% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, MCSE or VOO?

MCSE has been the more volatile fund at 19.2% annualized versus 14.1% for VOO. Worst drawdown: MCSE -25.9% vs VOO -34.3%.

Should I hold both MCSE and VOO?

MCSE and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MCSE and VOO?

MCSE and VOO share 3 common holdings with a 0.5% weight overlap. Combined, they hold 528 unique securities.

Which pays a higher dividend, MCSE or VOO?

MCSE yields 3.77% while VOO yields 1.08%, so MCSE currently pays the higher dividend yield.

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