PNQI vs VYM

PNQI vs VYM

Which is better, PNQI or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. PNQI led over the full window, VYM over 1Y, 3Y and 5Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 58.6%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricPNQIVYM
Expense Ratio0.60%0.04%Best
AUM$544M$81.6B
Dividend Yield0.00%2.22%
Holdings80613
YTD Return-4.44%+11.71%Best
1Y Return-9.30%+16.24%Best
3Y Return (annualized)+17.02%+17.24%Best
5Y Return (annualized)+0.28%+11.86%Best
Volatility (annualized)22.9%14.7%Best
Max Drawdown-59.7%-50.4%Best
$10,000 over 5 years$10,141$17,514Best
Top 10 Weight58.6%26.1%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionJun 12, 2008Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Jun 13, 2008 to Sep 16, 2026 (18.3 years).

PNQI vs VYM 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 covers the 18.3 years both funds cover.

PNQI vs VYM Performance

Invesco Nasdaq Internet ETF (PNQI) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PNQI returned -9.30% while VYM returned +16.24%. Year to date, PNQI is down 4.44% versus a gain of 11.71% for VYM.

Over three years, PNQI compounded at +17.02% per year against +17.24% for VYM; over five years the annualized figures are +0.28% and +11.86% respectively. Across the full 18-year window we track, PNQI has the edge at +13.69% annualized vs +8.00%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PNQI has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 14.7% for VYM. 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 -59.7% for PNQI and -50.4% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PNQI charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, PNQI currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

PNQI already in VYM5.9%
VYM already in PNQI1.0%

5.9% of PNQI's money is in holdings VYM also owns. 1.0% of VYM's money is in holdings PNQI also owns.

PNQI and VYM share little of their money.

3 positions in common, counted across the 77 positions we hold weights for in PNQI and 557 in VYM, against full books of 80 and 613.

What only one of them owns

Our book lists 525 positions for VYM that do not appear in our book for PNQI (96.1% of the fund), and 62 for PNQI that do not appear in VYM (81.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PNQIWeight in VYMDifference
DISWalt Disney Co3.96%0.69%3.27%
EBAYEbay Inc.1.25%0.21%1.04%
VRSNVerisign Inc.0.71%0.10%0.61%

You are not choosing between two funds in isolation.

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

PNQIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PNQI or VYM?

PNQI has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, PNQI or VYM?

Over the past year PNQI returned -9.30% vs +16.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (18 years), PNQI annualized +13.69% vs +8.00% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PNQI or VYM?

PNQI has been the more volatile fund at 22.9% annualized versus 14.7% for VYM. Worst drawdown: PNQI -59.7% vs VYM -50.4%.

Should I hold both PNQI and VYM?

PNQI and VYM have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between PNQI and VYM?

5.9% of PNQI's money is in holdings VYM also owns. 1.0% of VYM's is in holdings PNQI also owns. They hold 3 positions in common, counted across the 77 positions we hold weights for in PNQI and 557 in VYM.

Which pays a higher dividend, PNQI or VYM?

PNQI yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than PNQI?

VYM has a lower expense ratio. PNQI led over the full window, VYM over 1Y, 3Y and 5Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 58.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.