MINN vs VYM

MINN vs VYM

Which is better, MINN or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 48.1%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricMINNVYM
Expense Ratio0.25%0.04%Best
AUM$51M$81.6B
Dividend Yield3.14%2.22%
Holdings127613
YTD Return-6.46%+11.35%Best
1Y Return-4.34%+15.34%Best
3Y Return (annualized)+1.65%+17.22%Best
5Y Return (annualized)-1.76%+12.30%Best
Volatility (annualized)7.8%Best13.3%
Max Drawdown-18.4%-15.8%Best
$10,000 over 5 years$9,150$17,861Best
Top 10 Weight48.1%26.1%Best
Fund FamilyMairs & PowerVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionMar 11, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Mar 12, 2021 to Sep 18, 2026 (5.5 years).

MINN vs VYM 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 covers the 5.5 years both funds cover.

MINN vs VYM Performance

Mairs & Power Minnesota Municipal Bond ETF (MINN) is an ETF from Mairs & Power and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MINN returned -4.34% while VYM returned +15.34%. Year to date, MINN is down 6.46% versus a gain of 11.35% for VYM.

Over three years, MINN compounded at +1.65% per year against +17.22% for VYM; over five years the annualized figures are -1.76% and +12.30% respectively. Across the full 6-year window we track, VYM has the edge at +11.77% annualized vs -1.35%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 7.8% for MINN. 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 -18.4% for MINN and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MINN charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, MINN currently yields 3.14% against 2.22% for VYM.

Holdings Overlap

MINN already in VYM3.4%
VYM already in MINN7.3%

3.4% of MINN's money is in holdings VYM also owns. 7.3% of VYM's money is in holdings MINN also owns.

VYM and MINN share little of their money.

1 positions in common, counted across the 42 positions we hold weights for in MINN and 557 in VYM, against full books of 127 and 613.

What only one of them owns

Our book lists 527 positions for VYM that do not appear in our book for MINN (89.7% of the fund), and 26 for MINN that do not appear in VYM (62.0%).

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 MINNWeight in VYMDifference
AVGOBroadcom Inc3.40%7.35%3.95%

You are not choosing between two funds in isolation.

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

MINNVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MINN or VYM?

MINN has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, MINN or VYM?

Over the past year MINN returned -4.34% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), MINN annualized -1.35% vs +11.77% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MINN or VYM?

VYM has been the more volatile fund at 13.3% annualized versus 7.8% for MINN. Worst drawdown: MINN -18.4% vs VYM -15.8%.

Should I hold both MINN and VYM?

MINN and VYM have a monthly-return correlation of 0.58, 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 MINN and VYM?

7.3% of VYM's money is in holdings MINN also owns. 7.3% of VYM's is in holdings MINN also owns. They hold 1 positions in common, counted across the 42 positions we hold weights for in MINN and 557 in VYM.

Which pays a higher dividend, MINN or VYM?

MINN yields 3.14% while VYM yields 2.22%, so MINN currently pays the higher dividend yield.

Is VYM better than MINN?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 48.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.