PEVC vs VTI

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

MetricPEVCVTIWinner
Expense Ratio0.85%0.03%
AUM$2M$663.5B
Dividend Yield4.33%1.07%
Holdings2223,543
YTD Return+15.83%+14.96%
1Y Return+21.44%+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)20.3%15.4%
Max Drawdown-28.9%-56.6%
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
InceptionFeb 3, 2025May 24, 2001

PEVC vs VTI Performance

Pacer PE/VC ETF (PEVC) is a ETF from Pacer ETFs and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PEVC returned +21.44% while VTI returned +22.39%. Year to date, PEVC is up 15.83% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

PEVC has been the more volatile fund, with annualized monthly volatility of 20.3% 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 -28.9% for PEVC 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PEVC charges 0.85% per year while VTI charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, PEVC currently yields 4.33% against 1.07% for VTI.

Holdings Overlap

64.7%overlap

PEVC and VTI share 206 holdings out of 2789 unique holdings combined, representing a 64.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in PEVCWeight in VTIDifference
AAPL4.64%5.84%1.20%
NVDA3.93%6.32%2.39%
MSFT4.31%3.81%0.50%
GOOGLProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
MUProProPro
BRK.BProProPro
AMDProProPro
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Frequently Asked Questions

Which is cheaper, PEVC or VTI?

PEVC has an expense ratio of 0.85% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, PEVC or VTI?

Over the past year PEVC returned +21.44% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), PEVC annualized +22.86% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, PEVC or VTI?

PEVC has been the more volatile fund at 20.3% annualized versus 15.4% for VTI. Worst drawdown: PEVC -28.9% vs VTI -56.6%.

Should I hold both PEVC and VTI?

PEVC and VTI have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between PEVC and VTI?

PEVC and VTI share 206 common holdings with a 64.7% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, PEVC or VTI?

PEVC yields 4.33% while VTI yields 1.07%, so PEVC currently pays the higher dividend yield.

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