PBJ vs VYM

PBJ vs VYM

Which is better, PBJ or VYM?

Mid Cap Value against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.7%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricPBJVYM
Expense Ratio0.61%0.04%Best
AUM$94M$81.6B
Dividend Yield1.26%2.24%
Holdings32613
YTD Return+8.30%+15.29%Best
1Y Return+2.86%+22.23%Best
3Y Return (annualized)+4.79%+18.81%Best
5Y Return (annualized)+3.90%+12.14%Best
Volatility (annualized)13.3%Best14.5%
Max Drawdown-41.7%Best-58.8%
$10,000 over 5 years$12,108$17,734Best
Top 10 Weight46.7%25.9%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionJun 23, 2005Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 3, 2026 (19.8 years).

PBJ vs VYM 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 19.8 years both funds cover.

PBJ vs VYM Performance

Invesco Food and Beverage ETF (PBJ) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PBJ returned +2.86% while VYM returned +22.23%. Year to date, PBJ is up 8.30% versus a gain of 15.29% for VYM.

Over three years, PBJ compounded at +4.79% per year against +18.81% for VYM; over five years the annualized figures are +3.90% and +12.14% respectively. Across the full 20-year window we track, VYM has the edge at +7.02% annualized vs +6.05%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 13.3% for PBJ. 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 -41.7% for PBJ and -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PBJ charges 0.61% per year while VYM charges 0.04%. On a $10,000 position that is $61 vs $4 annually, a gap of $57 per year that compounds over a long holding period. On income, PBJ currently yields 1.26% against 2.24% for VYM.

Holdings Overlap

PBJ already in VYM48.1%
VYM already in PBJ3.1%

48.1% of PBJ's money is in holdings VYM also owns. 3.1% of VYM's money is in holdings PBJ also owns.

The two portfolios partly overlap.

13 positions in common, counted across the 31 positions we hold weights for in PBJ and 603 in VYM, against full books of 32 and 613.

What only one of them owns

Our book lists 561 positions for VYM that do not appear in our book for PBJ (94.3% of the fund), and 18 for PBJ that do not appear in VYM (51.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PBJWeight in VYMDifference
KOCoca Cola Co.5.41%1.31%4.10%
SBUXStarbucks Corp5.20%0.48%4.72%
PEPPepsico Inc.4.80%0.77%4.03%
ADMArcher-Daniels-Midland Co.5.14%0.15%4.99%
HSYHershey Co.4.71%0.11%4.60%
KRKroger Co.4.50%0.13%4.37%
NOMD:VGNomad Foods Ltd.3.20%0.01%3.19%
WMKWeis Markets Inc2.99%0.00%2.99%
FLOFlowers Foods Inc2.58%0.01%2.57%
TSNTyson Foods Inc. Class A2.47%0.07%2.40%

48.1% of PBJ is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PBJVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PBJ or VYM?

PBJ has an expense ratio of 0.61% while VYM charges 0.04%. VYM is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, PBJ or VYM?

Over the past year PBJ returned +2.86% vs +22.23% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), PBJ annualized +6.05% vs +7.02% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PBJ or VYM?

VYM has been the more volatile fund at 14.5% annualized versus 13.3% for PBJ. Worst drawdown: PBJ -41.7% vs VYM -58.8%.

Should I hold both PBJ and VYM?

PBJ and VYM have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between PBJ and VYM?

48.1% of PBJ's money is in holdings VYM also owns. 3.1% of VYM's is in holdings PBJ also owns. They hold 13 positions in common, counted across the 31 positions we hold weights for in PBJ and 603 in VYM.

Which pays a higher dividend, PBJ or VYM?

PBJ yields 1.26% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than PBJ?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.