PDP vs VOO

PDP vs VOO

Which is better, PDP or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. PDP led over 1Y, VOO over 3Y, 5Y and the full window. PDP is less concentrated, with 24.2% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: PDP

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

MetricPDPVOO
Expense Ratio0.62%0.03%Best
AUM$1.4B$997.4B
Dividend Yield0.09%1.08%
Holdings103509
YTD Return+15.28%Best+12.74%
1Y Return+20.33%Best+19.43%
3Y Return (annualized)+19.67%+21.18%Best
5Y Return (annualized)+8.10%+12.76%Best
Volatility (annualized)16.5%14.1%Best
Max Drawdown-34.7%-34.3%Best
$10,000 over 5 years$14,761$18,230Best
Top 10 Weight24.2%Best36.4%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 1, 2007Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 8, 2026 (16 years).

PDP vs VOO 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 16 years both funds cover.

PDP vs VOO Performance

Invesco Dorsey Wright Momentum ETF (PDP) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PDP returned +20.33% while VOO returned +19.43%. Year to date, PDP is up 15.28% versus a gain of 12.74% for VOO.

Over three years, PDP compounded at +19.67% per year against +21.18% for VOO; over five years the annualized figures are +8.10% and +12.76% respectively. Across the full 16-year window we track, VOO has the edge at +13.43% annualized vs +13.09%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PDP has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -34.7% for PDP and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PDP charges 0.62% per year while VOO charges 0.03%. On a $10,000 position that is $62 vs $3 annually, a gap of $59 per year that compounds over a long holding period. On income, PDP currently yields 0.09% against 1.08% for VOO.

Holdings Overlap

PDP already in VOO66.3%
VOO already in PDP27.5%

66.3% of PDP's money is in holdings VOO also owns. 27.5% of VOO's money is in holdings PDP also owns.

The two portfolios partly overlap.

61 positions in common, counted across the 101 positions we hold weights for in PDP and 504 in VOO, against full books of 103 and 509.

What only one of them owns

Our book lists 434 positions for VOO that do not appear in our book for PDP (71.9% of the fund), and 39 for PDP that do not appear in VOO (32.8%).

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 PDPWeight in VOODifference
AAPLApple Inc Ord3.29%6.59%3.30%
GOOGL Alphabet Inc. Class A1.26%3.25%1.99%
MUMicron Technology, Inc.1.80%2.02%0.22%
APHAmphenol Corp. Class A3.08%0.34%2.74%
TRGPTarga Resources Inc2.70%0.09%2.61%
AMATApplied Materials, Inc.1.86%0.89%0.97%
SNDKSandisk Corp2.20%0.52%1.68%
FIXComfort Systems Usa Inc Common Stock2.55%0.11%2.44%
AMDAdvanced Micro Devices Inc1.05%1.47%0.42%
WDCWestern Digital Corp Company Guar 11/28 31.97%0.34%1.63%

66.3% of PDP is already inside VOO.

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

PDPVOO

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Frequently Asked Questions

Which is cheaper, PDP or VOO?

PDP has an expense ratio of 0.62% while VOO charges 0.03%. VOO is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, PDP or VOO?

Over the past year PDP returned +20.33% vs +19.43% for VOO, so PDP leads on 1-year performance. Over the longest common window we track (16 years), PDP annualized +13.09% vs +13.43% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PDP or VOO?

PDP has been the more volatile fund at 16.5% annualized versus 14.1% for VOO. Worst drawdown: PDP -34.7% vs VOO -34.3%.

Should I hold both PDP and VOO?

PDP and VOO have a monthly-return correlation of 0.88, 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 PDP and VOO?

66.3% of PDP's money is in holdings VOO also owns. 27.5% of VOO's is in holdings PDP also owns. They hold 61 positions in common, counted across the 101 positions we hold weights for in PDP and 504 in VOO.

Which pays a higher dividend, PDP or VOO?

PDP yields 0.09% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than PDP?

VOO has a lower expense ratio. PDP led over 1Y, VOO over 3Y, 5Y and the full window. PDP is less concentrated, with 24.2% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.