MNBD vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricMNBDVOOWinner
Expense Ratio0.44%0.03%
AUM$57M$979.0B
Dividend Yield3.84%1.09%
Holdings172509
YTD Return+1.08%+13.80%
1Y Return+4.39%+23.71%
3Y Return (annualized)+4.23%+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)5.1%14.1%
Max Drawdown-5.9%-34.3%
Fund FamilyALPS ETF TrustVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 19, 2022Sep 7, 2010

MNBD vs VOO Performance

ALPS BBH Intermediate Municipal Bond ETF (MNBD) is a ETF from ALPS ETF Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MNBD returned +4.39% while VOO returned +23.71%. Year to date, MNBD is up 1.08% versus a gain of 13.80% for VOO.

Over three years, MNBD compounded at +4.23% per year against +21.50% for VOO. Across the full 4-year window we track, VOO has the edge at +13.58% annualized vs +4.24%. 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 5.1% for MNBD. 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 -5.9% for MNBD 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MNBD charges 0.44% per year while VOO charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, MNBD currently yields 3.84% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

MNBD and VOO share 0 holdings out of 567 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, MNBD or VOO?

MNBD has an expense ratio of 0.44% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, MNBD or VOO?

Over the past year MNBD returned +4.39% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), MNBD annualized +4.24% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, MNBD or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 5.1% for MNBD. Worst drawdown: MNBD -5.9% vs VOO -34.3%.

Should I hold both MNBD and VOO?

MNBD and VOO have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MNBD and VOO?

MNBD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 567 unique securities.

Which pays a higher dividend, MNBD or VOO?

MNBD yields 3.84% while VOO yields 1.09%, so MNBD currently pays the higher dividend yield.

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