PPIE vs VYM

PPIE vs VYM

Which is better, PPIE or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. PPIE led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 26.8%.

Lower Fees: VYMHigher Returns: PPIELess 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

MetricPPIEVYM
Expense Ratio0.49%0.04%Best
AUM$4M$81.6B
Dividend Yield12.07%2.22%
Holdings142613
Volatility (annualized)12.1%11.7%Best
Max Drawdown-13.6%Best-14.5%
$10,000 over 3.4 years$17,025Best$16,040
Top 10 Weight26.8%26.1%Best
Fund FamilyPutnam InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 19, 2023Nov 10, 2006

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

The two price series end 105 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PPIE has data through Jun 9, 2026 and VYM through Sep 22, 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

PPIE has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 11.7% 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 -13.6% for PPIE and -14.5% 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PPIE charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, PPIE currently yields 12.07% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 137 holdings in PPIE and 557 in VYM, totalling 97.2% and 99.2% 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, PPIE as of Feb 27, 2026 and VYM 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 137 positions we hold weights for in PPIE and 557 in VYM, against full books of 142 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for PPIE (97.1% of the fund), and 5 for PPIE that do not appear in VYM (6.0%).

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.

You are not choosing between two funds in isolation.

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

PPIEVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PPIE or VYM?

PPIE has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.

Which is riskier, PPIE or VYM?

PPIE has been the more volatile fund at 12.1% annualized versus 11.7% for VYM. Worst drawdown: PPIE -13.6% vs VYM -14.5%.

Should I hold both PPIE and VYM?

PPIE and VYM have a monthly-return correlation of 0.73, 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, PPIE or VYM?

PPIE yields 12.07% while VYM yields 2.22%, so PPIE currently pays the higher dividend yield.

Is VYM better than PPIE?

VYM has a lower expense ratio. PPIE led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 26.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.