MMU vs VYM

MMU vs VYM

Which is better, MMU or VYM?

Municipal Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricMMUVYM
Expense Ratio1.34%0.04%Best
AUM$575M$81.6B
Dividend Yield6.16%2.22%
Holdings427613
YTD Return-3.86%+13.91%Best
1Y Return-1.06%+17.57%Best
3Y Return (annualized)+7.03%+18.12%Best
5Y Return (annualized)-1.42%+12.17%Best
Volatility (annualized)12.1%Best14.5%
Max Drawdown-40.2%Best-58.8%
$10,000 over 5 years$9,310$17,758Best
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Value
InceptionJun 26, 1992Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 11, 2026 (19.8 years).

MMU 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 19.8 years both funds cover.

MMU vs VYM Performance

Western Asset Managed Municipals Fund Inc. (MMU) is an ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MMU returned -1.06% while VYM returned +17.57%. Year to date, MMU is down 3.86% versus a gain of 13.91% for VYM.

Over three years, MMU compounded at +7.03% per year against +18.12% for VYM; over five years the annualized figures are -1.42% and +12.17% respectively. Across the full 20-year window we track, VYM has the edge at +6.95% annualized vs +0.76%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 12.1% for MMU. 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 -40.2% for MMU and -58.8% 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 0.29. They move largely independently of each other.

Fees and Cost Over Time

MMU charges 1.34% per year while VYM charges 0.04%. On a $10,000 position that is $134 vs $4 annually, a gap of $130 per year that compounds over a long holding period. On income, MMU currently yields 6.16% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 221 holdings in MMU and 603 in VYM, totalling 80.3% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 123 days apart, MMU as of Feb 27, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 221 positions we hold weights for in MMU and 603 in VYM, against full books of 427 and 613.

You are not choosing between two funds in isolation.

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

MMUVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MMU or VYM?

MMU has an expense ratio of 1.34% while VYM charges 0.04%. VYM is the cheaper option, by $130 a year on a $10,000 investment.

Which performed better, MMU or VYM?

Over the past year MMU returned -1.06% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), MMU annualized +0.76% vs +6.95% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MMU or VYM?

VYM has been the more volatile fund at 14.5% annualized versus 12.1% for MMU. Worst drawdown: MMU -40.2% vs VYM -58.8%.

Should I hold both MMU and VYM?

MMU and VYM have a monthly-return correlation of 0.29, 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, MMU or VYM?

MMU yields 6.16% while VYM yields 2.22%, so MMU currently pays the higher dividend yield.

Is VYM better than MMU?

VYM has a lower expense ratio. VYM 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.