MYCJ vs VOO

MYCJ vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricMYCJVOOWinner
Expense Ratio0.15%0.03%
AUM$47M$997.4B
Dividend Yield4.66%1.08%
Holdings197509
YTD Return+0.41%+12.68%
1Y Return+2.81%+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)3.0%14.1%
Max Drawdown-2.9%-34.3%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 23, 2024Sep 7, 2010

MYCJ vs VOO Performance

State Street My2030 Corporate Bond ETF (MYCJ) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MYCJ returned +2.81% while VOO returned +21.87%. Year to date, MYCJ is up 0.41% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.0% 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 -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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

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 4.66% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

MYCJ and VOO share 0 holdings out of 552 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, MYCJ or VOO?

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

Which performed better, MYCJ or VOO?

Over the past year MYCJ returned +2.81% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), MYCJ annualized +3.41% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, MYCJ or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.0% for MYCJ. Worst drawdown: MYCJ -2.9% vs VOO -34.3%.

Should I hold both MYCJ and VOO?

MYCJ and VOO have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYCJ and VOO?

MYCJ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 552 unique securities.

Which pays a higher dividend, MYCJ or VOO?

MYCJ yields 4.66% while VOO yields 1.08%, so MYCJ currently pays the higher dividend yield.

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