MHF vs VOO

MHF vs VOO

Which is better, MHF or VOO?

Municipal Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y 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

MetricMHFVOO
Expense Ratio0.71%0.03%Best
AUM$152M$997.4B
Dividend Yield6.06%1.04%
Holdings248509
YTD Return-2.94%+11.01%Best
1Y Return-9.98%+15.60%Best
3Y Return (annualized)+6.73%+20.82%Best
5Y Return (annualized)-0.53%+12.60%Best
Volatility (annualized)10.8%Best14.1%
Max Drawdown-33.1%Best-34.3%
$10,000 over 5 years$9,738$18,101Best
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionNov 28, 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 16, 2026 (16 years).

MHF 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.

MHF vs VOO Performance

Western Asset Municipal High Income Fund Inc. (MHF) is an ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MHF returned -9.98% while VOO returned +15.60%. Year to date, MHF is down 2.94% versus a gain of 11.01% for VOO.

Over three years, MHF compounded at +6.73% per year against +20.82% for VOO; over five years the annualized figures are -0.53% and +12.60% respectively. Across the full 16-year window we track, VOO has the edge at +13.30% annualized vs +0.29%.

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 10.8% for MHF. 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 -33.1% for MHF 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 0.35. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MHF charges 0.71% per year while VOO charges 0.03%. On a $10,000 position that is $71 vs $3 annually, a gap of $68 per year that compounds over a long holding period. On income, MHF currently yields 6.06% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 126 holdings in MHF and 494 in VOO, totalling 48.6% 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 182 days apart, MHF as of Jan 30, 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 126 positions we hold weights for in MHF and 494 in VOO, against full books of 248 and 509.

You are not choosing between two funds in isolation.

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

MHFVOO

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Frequently Asked Questions

Which is cheaper, MHF or VOO?

MHF has an expense ratio of 0.71% while VOO charges 0.03%. VOO is the cheaper option, by $68 a year on a $10,000 investment.

Which performed better, MHF or VOO?

Over the past year MHF returned -9.98% vs +15.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), MHF annualized +0.29% vs +13.30% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MHF or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.8% for MHF. Worst drawdown: MHF -33.1% vs VOO -34.3%.

Should I hold both MHF and VOO?

MHF and VOO have a monthly-return correlation of 0.35, 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, MHF or VOO?

MHF yields 6.06% while VOO yields 1.04%, so MHF currently pays the higher dividend yield.

Is VOO better than MHF?

VOO has a lower expense ratio. 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.