MYI vs VOO

MYI 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

MetricMYIVOOWinner
Expense Ratio2.65%0.03%
AUM$1.4B$997.4B
Dividend Yield5.75%1.08%
Holdings305509
YTD Return+2.21%+12.68%
1Y Return+9.63%+21.87%
3Y Return (annualized)+7.05%+22.06%
5Y Return (annualized)-1.44%+12.95%
Volatility (annualized)12.0%14.1%
Max Drawdown-56.0%-34.3%
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryTax PreferredEquity
InceptionApr 13, 1992Sep 7, 2010

MYI vs VOO Performance

BlackRock MuniYield Quality Fund III, Inc (MYI) is a ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MYI returned +9.63% while VOO returned +21.87%. Year to date, MYI is up 2.21% versus a gain of 12.68% for VOO.

Over three years, MYI compounded at +7.05% per year against +22.06% for VOO; over five years the annualized figures are -1.44% and +12.95% respectively. Across the full 16-year window we track, VOO has the edge at +13.47% annualized vs +0.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.0% for MYI. 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 -56.0% for MYI 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYI charges 2.65% per year while VOO charges 0.03%. On a $10,000 position that is $265 vs $3 annually, a gap of $262 per year that compounds over a long holding period. On income, MYI currently yields 5.75% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

MYI and VOO share 0 holdings out of 657 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, MYI or VOO?

MYI has an expense ratio of 2.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $262 per year of difference.

Which performed better, MYI or VOO?

Over the past year MYI returned +9.63% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), MYI annualized +0.09% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, MYI or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.0% for MYI. Worst drawdown: MYI -56.0% vs VOO -34.3%.

Should I hold both MYI and VOO?

MYI and VOO have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYI and VOO?

MYI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 657 unique securities.

Which pays a higher dividend, MYI or VOO?

MYI yields 5.75% while VOO yields 1.08%, so MYI currently pays the higher dividend yield.

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