PDO vs VTI

PDO vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricPDOVTIWinner
Expense Ratio5.22%0.03%
AUM$1.9B$666.9B
Dividend Yield12.02%1.07%
Holdings6353,543
YTD Return-0.75%+14.82%
1Y Return+5.13%+22.43%
3Y Return (annualized)+11.74%+21.93%
5Y Return (annualized)+2.08%+12.34%
Volatility (annualized)17.3%15.4%
Max Drawdown-36.8%-56.6%
Fund FamilyPIMCO (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJan 29, 2021May 24, 2001

PDO vs VTI Performance

PIMCO Dynamic Income Opportunities Fund (PDO) is a ETF from PIMCO (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PDO returned +5.13% while VTI returned +22.43%. Year to date, PDO is down 0.75% versus a gain of 14.82% for VTI.

Over three years, PDO compounded at +11.74% per year against +21.93% for VTI; over five years the annualized figures are +2.08% and +12.34% respectively. Across the full 6-year window we track, VTI has the edge at +8.16% annualized vs +3.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PDO has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 15.4% for VTI. 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 -36.8% for PDO and -56.6% for VTI. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PDO charges 5.22% per year while VTI charges 0.03%. On a $10,000 position that is $522 vs $3 annually, a gap of $519 per year that compounds over a long holding period. On income, PDO currently yields 12.02% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

PDO and VTI share 2 holdings out of 2802 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PDOWeight in VTIDifference
NLY0.68%0.02%0.66%
PMT0.38%0.00%0.38%

Frequently Asked Questions

Which is cheaper, PDO or VTI?

PDO has an expense ratio of 5.22% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $519 per year of difference.

Which performed better, PDO or VTI?

Over the past year PDO returned +5.13% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), PDO annualized +3.80% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, PDO or VTI?

PDO has been the more volatile fund at 17.3% annualized versus 15.4% for VTI. Worst drawdown: PDO -36.8% vs VTI -56.6%.

Should I hold both PDO and VTI?

PDO and VTI have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PDO and VTI?

PDO and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 2802 unique securities.

Which pays a higher dividend, PDO or VTI?

PDO yields 12.02% while VTI yields 1.07%, so PDO currently pays the higher dividend yield.

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