PIE vs VTI

Quick Verdict

VTI has a lower expense ratio. PIE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: PIEMore Diversified: VTI

Side-by-Side Comparison

MetricPIEVTIWinner
Expense Ratio0.90%0.03%
AUM$237M$663.5B
Dividend Yield1.71%1.07%
Holdings1133,543
YTD Return+36.19%+14.16%
1Y Return+48.26%+23.62%
3Y Return (annualized)+22.05%+21.43%
5Y Return (annualized)+7.22%+12.33%
Volatility (annualized)22.8%15.3%
Max Drawdown-73.1%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 28, 2007May 24, 2001

PIE vs VTI Performance

Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PIE returned +48.26% while VTI returned +23.62%. Year to date, PIE is up 36.19% versus a gain of 14.16% for VTI.

Over three years, PIE compounded at +22.05% per year against +21.43% for VTI; over five years the annualized figures are +7.22% and +12.33% respectively. Across the full 19-year window we track, VTI has the edge at +8.14% annualized vs +2.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PIE has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 15.3% 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 -73.1% for PIE 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PIE charges 0.90% per year while VTI charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, PIE currently yields 1.71% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

PIE and VTI share 0 holdings out of 2885 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PIE or VTI?

PIE has an expense ratio of 0.90% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, PIE or VTI?

Over the past year PIE returned +48.26% vs +23.62% for VTI, so PIE leads on 1-year performance. Over the longest common window we track (19 years), PIE annualized +2.05% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, PIE or VTI?

PIE has been the more volatile fund at 22.8% annualized versus 15.3% for VTI. Worst drawdown: PIE -73.1% vs VTI -56.6%.

Should I hold both PIE and VTI?

PIE and VTI have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PIE and VTI?

PIE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2885 unique securities.

Which pays a higher dividend, PIE or VTI?

PIE yields 1.71% while VTI yields 1.07%, so PIE currently pays the higher dividend yield.

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