PKB vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricPKBVTIWinner
Expense Ratio0.57%0.03%
AUM$441M$663.5B
Dividend Yield0.17%1.07%
Holdings333,543
YTD Return+10.18%+14.22%
1Y Return+14.35%+22.19%
3Y Return (annualized)+23.18%+21.27%
5Y Return (annualized)+15.57%+12.23%
Volatility (annualized)24.7%15.3%
Max Drawdown-65.3%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 26, 2005May 24, 2001

PKB vs VTI Performance

Invesco Building and Construction ETF (PKB) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PKB returned +14.35% while VTI returned +22.19%. Year to date, PKB is up 10.18% versus a gain of 14.22% for VTI.

Over three years, PKB compounded at +23.18% per year against +21.27% for VTI; over five years the annualized figures are +15.57% and +12.23% respectively. Across the full 21-year window we track, PKB has the edge at +9.77% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PKB has been the more volatile fund, with annualized monthly volatility of 24.7% 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 -65.3% for PKB 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PKB charges 0.57% per year while VTI charges 0.03%. On a $10,000 position that is $57 vs $3 annually, a gap of $54 per year that compounds over a long holding period. On income, PKB currently yields 0.17% against 1.07% for VTI.

Holdings Overlap

1.0%overlap

PKB and VTI share 23 holdings out of 2791 unique holdings combined, representing a 1.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PKBWeight in VTIDifference
HD5.16%0.48%4.68%
VMC5.16%0.05%5.11%
CRH:IE4.87%0.10%4.77%
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Frequently Asked Questions

Which is cheaper, PKB or VTI?

PKB has an expense ratio of 0.57% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, PKB or VTI?

Over the past year PKB returned +14.35% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (21 years), PKB annualized +9.77% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, PKB or VTI?

PKB has been the more volatile fund at 24.7% annualized versus 15.3% for VTI. Worst drawdown: PKB -65.3% vs VTI -56.6%.

Should I hold both PKB and VTI?

PKB and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PKB and VTI?

PKB and VTI share 23 common holdings with a 1.0% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, PKB or VTI?

PKB yields 0.17% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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