MYCJ vs VOO

MYCJ vs VOO

Which is better, MYCJ or VOO?

Investment Grade Bond against Large Cap Blend.

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

Lower Fees: VOOHigher Returns: 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

MetricMYCJVOO
Expense Ratio0.15%0.03%Best
AUM$49M$997.4B
Dividend Yield4.63%1.04%
Holdings197509
YTD Return-0.57%+12.50%Best
1Y Return+0.37%+17.58%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)3.1%Best12.7%
Max Drawdown-2.9%Best-18.7%
$10,000 over 2 years$10,566$13,752Best
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Blend
InceptionSep 23, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 24, 2024 to Sep 11, 2026 (2 years).

MYCJ 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 covers the 2 years both funds cover.

MYCJ vs VOO Performance

State Street My2030 Corporate Bond ETF (MYCJ) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MYCJ returned +0.37% while VOO returned +17.58%. Year to date, MYCJ is down 0.57% versus a gain of 12.50% 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 12.7% compared with 3.1% for MYCJ. 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 -2.9% for MYCJ and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MYCJ charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, MYCJ currently yields 4.63% against 1.04% for VOO.

Holdings Overlap

VOO already in MYCJ0.1%

At least 0.1% of VOO's money is in holdings MYCJ also owns.

Stated as a floor: for MYCJ, our book for it covers 6.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 5 positions we hold weights for in MYCJ and 505 in VOO, against full books of 197 and 509.

Top Shared Holdings

StockWeight in MYCJWeight in VOODifference
TMUST-Mobile Usa, Inc. 3.875% 15-Apr-20301.95%0.12%1.83%

You are not choosing between two funds in isolation.

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

MYCJVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MYCJ or VOO?

MYCJ has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, MYCJ or VOO?

Over the past year MYCJ returned +0.37% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), MYCJ annualized +2.79% vs +17.27% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MYCJ or VOO?

VOO has been the more volatile fund at 12.7% annualized versus 3.1% for MYCJ. Worst drawdown: MYCJ -2.9% vs VOO -18.7%.

Should I hold both MYCJ and VOO?

MYCJ and VOO have a monthly-return correlation of 0.37, 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, MYCJ or VOO?

MYCJ yields 4.63% while VOO yields 1.04%, so MYCJ currently pays the higher dividend yield.

Is VOO better than MYCJ?

VOO has a lower expense ratio. VOO 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.