PIO vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricPIOVOOWinner
Expense Ratio0.75%0.03%
AUM$271M$979.0B
Dividend Yield0.90%1.09%
Holdings48509
YTD Return+3.44%+13.72%
1Y Return+2.03%+21.63%
3Y Return (annualized)+9.40%+21.55%
5Y Return (annualized)+2.51%+13.26%
Volatility (annualized)19.6%14.1%
Max Drawdown-65.4%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 13, 2007Sep 7, 2010

PIO vs VOO Performance

Invesco Global Water ETF (PIO) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PIO returned +2.03% while VOO returned +21.63%. Year to date, PIO is up 3.44% versus a gain of 13.72% for VOO.

Over three years, PIO compounded at +9.40% per year against +21.55% for VOO; over five years the annualized figures are +2.51% and +13.26% respectively. Across the full 16-year window we track, VOO has the edge at +13.56% annualized vs +3.57%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PIO has been the more volatile fund, with annualized monthly volatility of 19.6% 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 -65.4% for PIO and -34.3% for VOO. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PIO charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, PIO currently yields 0.90% against 1.09% for VOO.

Holdings Overlap

0.4%overlap

PIO and VOO share 8 holdings out of 534 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PIOWeight in VOODifference
ROP8.10%0.05%8.05%
ECL7.09%0.11%6.98%
PNR6.47%0.02%6.45%
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Frequently Asked Questions

Which is cheaper, PIO or VOO?

PIO has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, PIO or VOO?

Over the past year PIO returned +2.03% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), PIO annualized +3.57% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, PIO or VOO?

PIO has been the more volatile fund at 19.6% annualized versus 14.1% for VOO. Worst drawdown: PIO -65.4% vs VOO -34.3%.

Should I hold both PIO and VOO?

PIO and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PIO and VOO?

PIO and VOO share 8 common holdings with a 0.4% weight overlap. Combined, they hold 534 unique securities.

Which pays a higher dividend, PIO or VOO?

PIO yields 0.90% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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