MKTN vs VOO

MKTN vs VOO

Which is better, MKTN or VOO?

Market Neutral Strategy against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y.

Lower Fees: VOOHigher Returns (1Y): 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

MetricMKTNVOO
Expense Ratio1.94%0.03%Best
AUM$128M$997.4B
Dividend Yield0.48%1.04%
Holdings387509
YTD Return+9.06%+11.55%Best
1Y Return+12.19%+17.54%Best
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)5.8%Best13.4%
Fund FamilyFederated HermesVanguard (US)
CategoryAlternativeEquity
StyleMarket Neutral StrategyLarge Cap Blend
InceptionSep 24, 2025Sep 7, 2010

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

MKTN 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.

MKTN vs VOO Performance

Federated Hermes MDT Market Neutral ETF (MKTN) is an ETF from Federated Hermes and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MKTN returned +12.19% while VOO returned +17.54%. Year to date, MKTN is up 9.06% versus a gain of 11.55% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 5.8% for MKTN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.36. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MKTN charges 1.94% per year while VOO charges 0.03%. On a $10,000 position that is $194 vs $3 annually, a gap of $191 per year that compounds over a long holding period. On income, MKTN currently yields 0.48% against 1.04% for VOO.

Holdings Overlap

VOO already in MKTN41.4%

At least 41.4% of VOO's money is in holdings MKTN also owns.

Stated as a floor: for MKTN, our book for it covers 94.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 57 days apart, MKTN as of Aug 26, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

182 positions in common, counted across the 404 positions we hold weights for in MKTN and 505 in VOO, against full books of 387 and 509.

Top Shared Holdings

StockWeight in MKTNWeight in VOODifference
NVDANvidia Corp.0.90%7.51%6.61%
MSFTMicrosoft Corp 4.100 Feb 06 370.05%4.30%4.25%
GOOGLAlphabet A Usd 0.0011.09%3.25%2.16%
ABBVAbbvie Inc.2.38%0.69%1.69%
GEGeneral Electric Co.2.41%0.60%1.81%
FISVFiserv Inc.2.56%0.04%2.52%
CRWDCrowdstrike Holdings Inc. Class A2.30%0.30%2.00%
GEVGE Vernova, LLC2.09%0.49%1.60%
TRVTravelers Cos., Inc.2.33%0.11%2.22%
INTUIntuit, Inc.2.29%0.11%2.18%

41.4% of VOO is already inside MKTN.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

MKTNVOO

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Frequently Asked Questions

Which is cheaper, MKTN or VOO?

MKTN has an expense ratio of 1.94% while VOO charges 0.03%. VOO is the cheaper option, by $191 a year on a $10,000 investment.

Which performed better, MKTN or VOO?

Over the past year MKTN returned +12.19% vs +17.54% 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, MKTN or VOO?

VOO has been the more volatile fund at 13.4% annualized versus 5.8% for MKTN.

Should I hold both MKTN and VOO?

MKTN and VOO have a monthly-return correlation of -0.36, 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 MKTN and VOO?

At least 41.4% of VOO's money is in holdings MKTN also owns. Our book for MKTN is partial, so the real figure is this or higher. They hold 182 positions in common, counted across the 404 positions we hold weights for in MKTN and 505 in VOO.

Which pays a higher dividend, MKTN or VOO?

MKTN yields 0.48% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than MKTN?

VOO has a lower expense ratio. VOO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.