RJMI vs VOO

RJMI vs VOO

Which is better, RJMI or VOO?

Municipal Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y.

Lower Fees: VOOHigher Returns (1Y): 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

MetricRJMIVOO
Expense Ratio0.41%0.03%Best
AUM$38M$997.4B
Dividend Yield2.60%1.04%
Holdings118509
YTD Return-2.30%+12.37%Best
1Y Return+0.53%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Fund FamilyRaymond James Financial, Inc.Vanguard (US)
CategoryFixed IncomeEquity
StyleMunicipal BondLarge Cap Blend
InceptionOct 2, 2025Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

RJMI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

RJMI vs VOO Performance

RJ Eagle Municipal Income ETF (RJMI) is an ETF from Raymond James Financial, Inc. and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year RJMI returned +0.53% while VOO returned +16.61%. Year to date, RJMI is down 2.30% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

RJMI charges 0.41% per year while VOO charges 0.03%. On a $10,000 position that is $41 vs $3 annually, a gap of $38 per year that compounds over a long holding period. On income, RJMI currently yields 2.60% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 22 holdings in RJMI and 494 in VOO, totalling 19.7% 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 22 positions we hold weights for in RJMI and 494 in VOO, against full books of 118 and 509.

You are not choosing between two funds in isolation.

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

RJMIVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RJMI or VOO?

RJMI has an expense ratio of 0.41% while VOO charges 0.03%. VOO is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, RJMI or VOO?

Over the past year RJMI returned +0.53% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, RJMI or VOO?

RJMI yields 2.60% while VOO yields 1.04%, so RJMI currently pays the higher dividend yield.

Is VOO better than RJMI?

VOO has a lower expense ratio. VOO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.