PMIO vs VOO

PMIO vs VOO

Which is better, PMIO or VOO?

Municipal 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

MetricPMIOVOO
Expense Ratio0.25%0.03%Best
AUM$50M$997.4B
Dividend Yield4.62%1.04%
Holdings119509
YTD Return-0.24%+12.37%Best
1Y Return+1.07%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)3.5%Best11.9%
Max Drawdown-3.4%Best-18.7%
$10,000 over 2.2 years$10,756$14,328Best
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionJun 14, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 28, 2024 to Sep 18, 2026 (2.2 years).

PMIO 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 2.2 years both funds cover.

PMIO vs VOO Performance

PGIM Municipal Income Opportunities ETF (PMIO) is an ETF from PGIM Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PMIO returned +1.07% while VOO returned +16.61%. Year to date, PMIO is down 0.24% versus a gain of 12.37% 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 11.9% compared with 3.5% for PMIO. 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 -3.4% for PMIO 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 0.59. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PMIO charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, PMIO currently yields 4.62% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 21 holdings in PMIO and 494 in VOO, totalling 24.4% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 21 positions we hold weights for in PMIO and 494 in VOO, against full books of 119 and 509.

You are not choosing between two funds in isolation.

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

PMIOVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PMIO or VOO?

PMIO has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, PMIO or VOO?

Over the past year PMIO returned +1.07% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), PMIO annualized +3.37% vs +17.76% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PMIO or VOO?

VOO has been the more volatile fund at 11.9% annualized versus 3.5% for PMIO. Worst drawdown: PMIO -3.4% vs VOO -18.7%.

Should I hold both PMIO and VOO?

PMIO and VOO have a monthly-return correlation of 0.59, 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, PMIO or VOO?

PMIO yields 4.62% while VOO yields 1.04%, so PMIO currently pays the higher dividend yield.

Is VOO better than PMIO?

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.