PPEM vs VOO

PPEM vs VOO

Which is better, PPEM or VOO?

All Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. PPEM led over 1Y, VOO over the full window.

Lower Fees: VOOHigher Returns: split

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

MetricPPEMVOO
Expense Ratio0.60%0.03%Best
AUM$2M$997.4B
Dividend Yield49.41%1.04%
Holdings116509
Volatility (annualized)16.7%12.9%Best
Max Drawdown-18.4%Best-18.7%
$10,000 over 3.4 years$19,275$19,542Best
Fund FamilyPutnam InvestmentsVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionJan 19, 2023Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 101 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PPEM has data through Jun 9, 2026 and VOO through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Jan 20, 2023 to Jun 9, 2026 (3.4 years).

Risk: Volatility and Drawdowns

PPEM has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 12.9% 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 -18.4% for PPEM and -18.7% 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PPEM charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, PPEM currently yields 49.41% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 109 holdings in PPEM and 494 in VOO, totalling 108.0% and 99.5% 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 154 days apart, PPEM as of Feb 27, 2026 and VOO as of Jul 31, 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 109 positions we hold weights for in PPEM and 494 in VOO, against full books of 116 and 509.

You are not choosing between two funds in isolation.

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

PPEMVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PPEM or VOO?

PPEM has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option, by $57 a year on a $10,000 investment.

Which is riskier, PPEM or VOO?

PPEM has been the more volatile fund at 16.7% annualized versus 12.9% for VOO. Worst drawdown: PPEM -18.4% vs VOO -18.7%.

Should I hold both PPEM and VOO?

PPEM and VOO have a monthly-return correlation of 0.68, 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, PPEM or VOO?

PPEM yields 49.41% while VOO yields 1.04%, so PPEM currently pays the higher dividend yield.

Is VOO better than PPEM?

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