POWA vs VYM

POWA vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricPOWAVYMWinner
Expense Ratio0.40%0.04%
AUM$184M$81.6B
Dividend Yield0.93%2.24%
Holdings52616
YTD Return+1.87%+14.66%
1Y Return+2.98%+22.16%
3Y Return (annualized)+11.57%+18.72%
5Y Return (annualized)+6.73%+12.18%
Volatility (annualized)13.3%14.6%
Max Drawdown-47.9%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 15, 2006Nov 10, 2006

POWA vs VYM Performance

Invesco Bloomberg Pricing Power ETF (POWA) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year POWA returned +2.98% while VYM returned +22.16%. Year to date, POWA is up 1.87% versus a gain of 14.66% for VYM.

Over three years, POWA compounded at +11.57% per year against +18.72% for VYM; over five years the annualized figures are +6.73% and +12.18% respectively. Across the full 20-year window we track, POWA has the edge at +8.62% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.3% for POWA. 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 -47.9% for POWA and -58.8% for VYM. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

POWA charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, POWA currently yields 0.93% against 2.24% for VYM.

Holdings Overlap

5.1%overlap

POWA and VYM share 18 holdings out of 636 unique holdings combined, representing a 5.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in POWAWeight in VYMDifference
HD2.22%1.46%0.76%
PEP1.84%0.77%1.07%
BBY2.53%0.06%2.47%
CAHProProPro
HRLProProPro
LOWProProPro
GDProProPro
FASTProProPro
SYYProProPro
FERGProProPro
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Frequently Asked Questions

Which is cheaper, POWA or VYM?

POWA has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, POWA or VYM?

Over the past year POWA returned +2.98% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), POWA annualized +8.62% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, POWA or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.3% for POWA. Worst drawdown: POWA -47.9% vs VYM -58.8%.

Should I hold both POWA and VYM?

POWA and VYM have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between POWA and VYM?

POWA and VYM share 18 common holdings with a 5.1% weight overlap. Combined, they hold 636 unique securities.

Which pays a higher dividend, POWA or VYM?

POWA yields 0.93% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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