MINO vs VOO

MINO vs VOO

Which is better, MINO 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

MetricMINOVOO
Expense Ratio0.39%0.03%Best
AUM$756M$997.4B
Dividend Yield3.97%1.04%
Holdings520509
YTD Return-1.50%+14.14%Best
1Y Return+0.03%+17.31%Best
3Y Return (annualized)+4.31%+23.04%Best
5Y Return (annualized)+0.67%+13.63%Best
Volatility (annualized)6.7%Best15.7%
Max Drawdown-15.2%Best-24.5%
$10,000 over 5 years$10,340$18,944Best
Fund FamilyPIMCO (US)Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionSep 8, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2021 to Sep 22, 2026 (5 years).

MINO 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 covers the 5 years both funds cover.

MINO vs VOO Performance

PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) is an ETF from PIMCO (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MINO returned +0.03% while VOO returned +17.31%. Year to date, MINO is down 1.50% versus a gain of 14.14% for VOO.

Over three years, MINO compounded at +4.31% per year against +23.04% for VOO; over five years the annualized figures are +0.67% and +13.63% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 6.7% for MINO. 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 -15.2% for MINO and -24.5% 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 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MINO charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, MINO currently yields 3.97% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 213 holdings in MINO 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 213 positions we hold weights for in MINO and 494 in VOO, against full books of 520 and 509.

You are not choosing between two funds in isolation.

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

MINOVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MINO or VOO?

MINO has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, MINO or VOO?

Over the past year MINO returned +0.03% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MINO or VOO?

VOO has been the more volatile fund at 15.7% annualized versus 6.7% for MINO. Worst drawdown: MINO -15.2% vs VOO -24.5%.

Should I hold both MINO and VOO?

MINO and VOO have a monthly-return correlation of 0.65, 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, MINO or VOO?

MINO yields 3.97% while VOO yields 1.04%, so MINO currently pays the higher dividend yield.

Is VOO better than MINO?

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.