MCVT vs VOO

MCVT vs VOO

Which is better, MCVT or VOO?

Convertibles against Large Cap Blend.

VOO has a lower expense ratio.

Lower Fees: 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

MetricMCVTVOO
Expense Ratio0.85%0.03%Best
AUM$17M$997.4B
Dividend Yield0.03%1.04%
Holdings46509
YTD Return+9.44%+12.37%Best
1Y Return-+16.61%
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Fund FamilyThe Miller Family Of FundsVanguard (US)
CategoryConvertibleEquity
StyleConvertiblesLarge Cap Blend
InceptionMar 24, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

MCVT 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.

MCVT vs VOO Performance

Miller Convertible Total Return ETF (MCVT) is an ETF from The Miller Family Of Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, MCVT is up 9.44% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

MCVT charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, MCVT currently yields 0.03% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 15 holdings in MCVT and 494 in VOO, totalling 33.4% 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 15 positions we hold weights for in MCVT and 494 in VOO, against full books of 46 and 509.

You are not choosing between two funds in isolation.

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

MCVTVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MCVT or VOO?

MCVT has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option, by $82 a year on a $10,000 investment.

Which pays a higher dividend, MCVT or VOO?

MCVT yields 0.03% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than MCVT?

VOO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.