PIM vs VOO

PIM vs VOO

Which is better, PIM or VOO?

Short Term Low Quality against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricPIMVOO
Expense Ratio1.01%0.03%Best
AUM$1,493.58$997.4B
Dividend Yield7.93%1.04%
Holdings775509
YTD Return-2.14%+12.50%Best
1Y Return-3.19%+17.58%Best
3Y Return (annualized)+8.38%+21.27%Best
5Y Return (annualized)+2.54%+12.95%Best
Volatility (annualized)8.5%Best14.1%
Max Drawdown-46.2%-34.3%Best
$10,000 over 5 years$11,336$18,384Best
Fund FamilyPutnam InvestmentsVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term Low QualityLarge Cap Blend
InceptionApr 29, 1988Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 11, 2026 (16 years).

PIM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

PIM vs VOO Performance

Putnam Master Intermediate Income Trust (PIM) is an ETF from Putnam Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PIM returned -3.19% while VOO returned +17.58%. Year to date, PIM is down 2.14% versus a gain of 12.50% for VOO.

Over three years, PIM compounded at +8.38% per year against +21.27% for VOO; over five years the annualized figures are +2.54% and +12.95% respectively. Across the full 16-year window we track, VOO has the edge at +13.41% annualized vs -1.77%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 8.5% for PIM. 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 -46.2% for PIM 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 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PIM charges 1.01% per year while VOO charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, PIM currently yields 7.93% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 3 holdings in PIM and 505 in VOO, totalling 2.7% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 273 days apart, PIM as of Sep 30, 2025 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 3 positions we hold weights for in PIM and 505 in VOO, against full books of 775 and 509.

You are not choosing between two funds in isolation.

Whichever of PIM and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PIMVOO

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Frequently Asked Questions

Which is cheaper, PIM or VOO?

PIM has an expense ratio of 1.01% while VOO charges 0.03%. VOO is the cheaper option, by $98 a year on a $10,000 investment.

Which performed better, PIM or VOO?

Over the past year PIM returned -3.19% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), PIM annualized -1.77% vs +13.41% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PIM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 8.5% for PIM. Worst drawdown: PIM -46.2% vs VOO -34.3%.

Should I hold both PIM and VOO?

PIM and VOO have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PIM or VOO?

PIM yields 7.93% while VOO yields 1.04%, so PIM currently pays the higher dividend yield.

Is VOO better than PIM?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.