MUND vs VTI

MUND vs VTI

Which is better, MUND or VTI?

Long Term Municipal Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricMUNDVTI
Expense Ratio0.18%0.03%Best
AUM$4M$666.9B
Dividend Yield3.61%1.03%
Holdings993,543
YTD Return-2.12%+12.28%Best
1Y Return-0.99%+16.78%Best
3Y Return (annualized)-+20.89%
5Y Return (annualized)-+11.94%
Volatility (annualized)4.7%Best12.7%
Max Drawdown-6.2%Best-8.9%
$10,000 over 1.1 years$10,208$12,112Best
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Municipal BondLarge Cap Blend
InceptionMar 1, 2025May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 19, 2025 to Sep 17, 2026 (1.1 years).

MUND vs VTI 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 1.1 years both funds cover.

MUND vs VTI Performance

Northern Trust 2055 Tax-Exempt Distributing Ladder ETF (MUND) is an ETF from Northern Trust Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MUND returned -0.99% while VTI returned +16.78%. Year to date, MUND is down 2.12% versus a gain of 12.28% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 4.7% for MUND. 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 -6.2% for MUND and -8.9% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MUND charges 0.18% per year while VTI charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, MUND currently yields 3.61% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 33 holdings in MUND and 3,463 in VTI, totalling 26.2% and 98.1% 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 33 positions we hold weights for in MUND and 3,463 in VTI, against full books of 99 and 3,543.

You are not choosing between two funds in isolation.

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

MUNDVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MUND or VTI?

MUND has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, MUND or VTI?

Over the past year MUND returned -0.99% vs +16.78% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), MUND annualized +1.89% vs +19.03% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MUND or VTI?

VTI has been the more volatile fund at 12.7% annualized versus 4.7% for MUND. Worst drawdown: MUND -6.2% vs VTI -8.9%.

Should I hold both MUND and VTI?

MUND and VTI have a monthly-return correlation of 0.58, 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, MUND or VTI?

MUND yields 3.61% while VTI yields 1.03%, so MUND currently pays the higher dividend yield.

Is VTI better than MUND?

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