PBD vs VOO
Invesco Global Clean Energy ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. PBD delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | PBD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $186M | $979.0B | |
| Dividend Yield | 1.55% | 1.09% | |
| Holdings | 126 | 509 | |
| YTD Return | +9.77% | +13.79% | |
| 1Y Return | +35.80% | +23.01% | |
| 3Y Return (annualized) | +2.33% | +21.78% | |
| 5Y Return (annualized) | -7.62% | +13.39% | |
| Volatility (annualized) | 29.4% | 14.1% | |
| Max Drawdown | -79.3% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2007 | Sep 7, 2010 |
PBD vs VOO Performance
Invesco Global Clean Energy ETF (PBD) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PBD returned +35.80% while VOO returned +23.01%. Year to date, PBD is up 9.77% versus a gain of 13.79% for VOO.
Over three years, PBD compounded at +2.33% per year against +21.78% for VOO; over five years the annualized figures are -7.62% and +13.39% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs -1.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PBD has been the more volatile fund, with annualized monthly volatility of 29.4% compared with 14.1% for VOO. 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 -79.3% for PBD 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PBD charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, PBD currently yields 1.55% against 1.09% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, PBD or VOO?
PBD has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, PBD or VOO?
Over the past year PBD returned +35.80% vs +23.01% for VOO, so PBD leads on 1-year performance. Over the longest common window we track (16 years), PBD annualized -1.11% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, PBD or VOO?
PBD has been the more volatile fund at 29.4% annualized versus 14.1% for VOO. Worst drawdown: PBD -79.3% vs VOO -34.3%.
Should I hold both PBD and VOO?
PBD and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PBD and VOO?
PBD and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 613 unique securities.
Which pays a higher dividend, PBD or VOO?
PBD yields 1.55% while VOO yields 1.09%, so PBD currently pays the higher dividend yield.
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