MMIN vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricMMINVOOWinner
Expense Ratio0.30%0.03%
AUM$469M$979.0B
Dividend Yield4.43%1.09%
Holdings397509
YTD Return+1.45%+13.44%
1Y Return+7.24%+22.62%
3Y Return (annualized)+3.85%+21.47%
5Y Return (annualized)+0.42%+13.27%
Volatility (annualized)6.3%14.1%
Max Drawdown-16.9%-34.3%
Fund FamilyINDEXIQ ETF TRUSTVanguard (US)
CategoryTax PreferredEquity
InceptionOct 18, 2017Sep 7, 2010

MMIN vs VOO Performance

NYLI MacKay Muni Insured ETF (MMIN) is a ETF from INDEXIQ ETF TRUST and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MMIN returned +7.24% while VOO returned +22.62%. Year to date, MMIN is up 1.45% versus a gain of 13.44% for VOO.

Over three years, MMIN compounded at +3.85% per year against +21.47% for VOO; over five years the annualized figures are +0.42% and +13.27% respectively. Across the full 9-year window we track, VOO has the edge at +13.55% annualized vs +1.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.3% for MMIN. 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 -16.9% for MMIN and -34.3% for VOO. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MMIN charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, MMIN currently yields 4.43% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

MMIN and VOO share 0 holdings out of 656 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, MMIN or VOO?

MMIN has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, MMIN or VOO?

Over the past year MMIN returned +7.24% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), MMIN annualized +1.51% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, MMIN or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 6.3% for MMIN. Worst drawdown: MMIN -16.9% vs VOO -34.3%.

Should I hold both MMIN and VOO?

MMIN and VOO have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MMIN and VOO?

MMIN and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 656 unique securities.

Which pays a higher dividend, MMIN or VOO?

MMIN yields 4.43% while VOO yields 1.09%, so MMIN currently pays the higher dividend yield.

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