MYMG vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricMYMGVXUSWinner
Expense Ratio0.20%0.05%
AUM$9M$156.5B
Dividend Yield2.88%2.60%
Holdings828,747
YTD Return+0.94%+14.07%
1Y Return+2.43%+27.24%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.14%
Volatility (annualized)1.6%15.1%
Max Drawdown-2.3%-39.9%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionSep 23, 2024Jan 26, 2011

MYMG vs VXUS Performance

State Street My2027 Municipal Bond ETF (MYMG) is a ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year MYMG returned +2.43% while VXUS returned +27.24%. Year to date, MYMG is up 0.94% versus a gain of 14.07% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.6% for MYMG. 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 -2.3% for MYMG and -39.9% for VXUS. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYMG charges 0.20% per year while VXUS charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, MYMG currently yields 2.88% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

MYMG and VXUS share 0 holdings out of 7925 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, MYMG or VXUS?

MYMG has an expense ratio of 0.20% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, MYMG or VXUS?

Over the past year MYMG returned +2.43% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), MYMG annualized +1.99% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, MYMG or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 1.6% for MYMG. Worst drawdown: MYMG -2.3% vs VXUS -39.9%.

Should I hold both MYMG and VXUS?

MYMG and VXUS have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYMG and VXUS?

MYMG and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7925 unique securities.

Which pays a higher dividend, MYMG or VXUS?

MYMG yields 2.88% while VXUS yields 2.60%, so MYMG currently pays the higher dividend yield.

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