MAMB vs VOO
MAMB vs VOO
Monarch Ambassador Income Index ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | MAMB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.26% | 0.03% | |
| AUM | $192M | $979.0B | |
| Dividend Yield | 2.66% | 1.09% | |
| Holdings | 10 | 509 | |
| YTD Return | -0.27% | +13.11% | |
| 1Y Return | +4.08% | +22.88% | |
| 3Y Return (annualized) | +5.25% | +21.08% | |
| 5Y Return (annualized) | +0.27% | +13.26% | |
| Volatility (annualized) | 7.0% | 14.1% | |
| Max Drawdown | -19.3% | -34.3% | |
| Fund Family | Monarch Funds | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 23, 2021 | Sep 7, 2010 |
MAMB vs VOO Performance
Monarch Ambassador Income Index ETF (MAMB) is a ETF from Monarch Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MAMB returned +4.08% while VOO returned +22.88%. Year to date, MAMB is down 0.27% versus a gain of 13.11% for VOO.
Over three years, MAMB compounded at +5.25% per year against +21.08% for VOO; over five years the annualized figures are +0.27% and +13.26% respectively. Across the full 5-year window we track, VOO has the edge at +13.54% annualized vs +0.64%. 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 7.0% for MAMB. 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 -19.3% for MAMB 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MAMB charges 1.26% per year while VOO charges 0.03%. On a $10,000 position that is $126 vs $3 annually, a gap of $123 per year that compounds over a long holding period. On income, MAMB currently yields 2.66% against 1.09% for VOO.
Holdings Overlap
MAMB and VOO share 0 holdings out of 512 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, MAMB or VOO?
MAMB has an expense ratio of 1.26% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $123 per year of difference.
Which performed better, MAMB or VOO?
Over the past year MAMB returned +4.08% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), MAMB annualized +0.64% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, MAMB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 7.0% for MAMB. Worst drawdown: MAMB -19.3% vs VOO -34.3%.
Should I hold both MAMB and VOO?
MAMB and VOO have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MAMB and VOO?
MAMB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, MAMB or VOO?
MAMB yields 2.66% while VOO yields 1.09%, so MAMB currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.