MINO vs VTI

MINO vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricMINOVTIWinner
Expense Ratio0.39%0.03%
AUM$755M$666.9B
Dividend Yield3.95%1.07%
Holdings5203,543
YTD Return+1.01%+12.65%
1Y Return+5.75%+21.39%
3Y Return (annualized)+4.69%+21.54%
5Y Return (annualized)+1.21%+12.11%
Volatility (annualized)6.6%15.3%
Max Drawdown-15.2%-56.6%
Fund FamilyPIMCO (US)Vanguard (US)
CategoryTax PreferredEquity
InceptionSep 8, 2021May 24, 2001

MINO vs VTI Performance

PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) is a ETF from PIMCO (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year MINO returned +5.75% while VTI returned +21.39%. Year to date, MINO is up 1.01% versus a gain of 12.65% for VTI.

Over three years, MINO compounded at +4.69% per year against +21.54% for VTI; over five years the annualized figures are +1.21% and +12.11% respectively. Across the full 5-year window we track, VTI has the edge at +8.07% annualized vs +1.21%. 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 6.6% 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 -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MINO charges 0.39% per year while VTI 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 3.95% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

MINO and VTI share 0 holdings out of 3015 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MINO or VTI?

MINO has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, MINO or VTI?

Over the past year MINO returned +5.75% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), MINO annualized +1.21% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, MINO or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 6.6% for MINO. Worst drawdown: MINO -15.2% vs VTI -56.6%.

Should I hold both MINO and VTI?

MINO and VTI have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MINO and VTI?

MINO and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3015 unique securities.

Which pays a higher dividend, MINO or VTI?

MINO yields 3.95% while VTI yields 1.07%, so MINO currently pays the higher dividend yield.

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