MHF vs VTI

MHF vs VTI

Which is better, MHF or VTI?

Municipal Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricMHFVTI
Expense Ratio0.71%0.03%Best
AUM$152M$666.9B
Dividend Yield6.06%1.03%
Holdings2483,543
YTD Return-2.78%+11.53%Best
1Y Return-8.50%+15.74%Best
3Y Return (annualized)+6.79%+20.67%Best
5Y Return (annualized)-0.45%+11.59%Best
Volatility (annualized)10.5%Best15.3%
Max Drawdown-35.9%Best-56.6%
$10,000 over 5 years$9,777$17,303Best
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionNov 28, 1988May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 31, 2001 to Sep 15, 2026 (25.3 years).

MHF vs VTI 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 VTI Performance

Western Asset Municipal High Income Fund Inc. (MHF) is an ETF from Franklin Templeton Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MHF returned -8.50% while VTI returned +15.74%. Year to date, MHF is down 2.78% versus a gain of 11.53% for VTI.

Over three years, MHF compounded at +6.79% per year against +20.67% for VTI; over five years the annualized figures are -0.45% and +11.59% respectively. Across the full 25-year window we track, VTI has the edge at +8.00% annualized vs -0.19%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.5% 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 -35.9% for MHF and -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.26. They move largely independently of each other.

Fees and Cost Over Time

MHF charges 0.71% per year while VTI 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 1.03% for VTI.

Holdings Overlap

We hold position weights for 126 holdings in MHF and 3,463 in VTI, totalling 48.6% and 98.1% 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 VTI 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 3,463 in VTI, against full books of 248 and 3,543.

You are not choosing between two funds in isolation.

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

MHFVTI

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Frequently Asked Questions

Which is cheaper, MHF or VTI?

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

Which performed better, MHF or VTI?

Over the past year MHF returned -8.50% vs +15.74% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), MHF annualized -0.19% vs +8.00% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MHF or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 10.5% for MHF. Worst drawdown: MHF -35.9% vs VTI -56.6%.

Should I hold both MHF and VTI?

MHF and VTI have a monthly-return correlation of 0.26, 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 VTI?

MHF yields 6.06% while VTI yields 1.03%, so MHF currently pays the higher dividend yield.

Is VTI better than MHF?

VTI has a lower expense ratio. VTI 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.