MUNX vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricMUNXVTIWinner
Expense Ratio0.29%0.03%
AUM$20M$663.5B
Dividend Yield1.94%1.07%
Holdings693,543
YTD Return+1.00%+14.22%
1Y Return-+22.19%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)-15.3%
Max Drawdown-3.0%-56.6%
Fund FamilyAMG FundsVanguard (US)
CategoryTax PreferredEquity
InceptionOct 29, 2025May 24, 2001

MUNX vs VTI Performance

AMG GW&K Muni Income ETF (MUNX) is a ETF from AMG Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, MUNX is up 1.00% versus a gain of 14.22% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.0% for MUNX and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

MUNX charges 0.29% per year while VTI charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, MUNX currently yields 1.94% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

MUNX and VTI share 0 holdings out of 2818 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, MUNX or VTI?

MUNX has an expense ratio of 0.29% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

What is the holdings overlap between MUNX and VTI?

MUNX and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2818 unique securities.

Which pays a higher dividend, MUNX or VTI?

MUNX yields 1.94% while VTI yields 1.07%, so MUNX currently pays the higher dividend yield.

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