PSCD vs VOO

PSCD vs VOO

Which is better, PSCD or VOO?

Small Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. PSCD is less concentrated, with 26.9% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: PSCD

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

MetricPSCDVOO
Expense Ratio0.29%0.03%Best
AUM$25M$997.4B
Dividend Yield0.98%1.08%
Holdings90509
YTD Return+10.86%+13.37%Best
1Y Return+3.00%+20.08%Best
3Y Return (annualized)+10.57%+21.29%Best
5Y Return (annualized)+2.35%+12.89%Best
Volatility (annualized)24.3%14.1%Best
Max Drawdown-57.3%-34.3%Best
$10,000 over 5 years$11,232$18,335Best
Top 10 Weight26.9%Best36.4%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionApr 7, 2010Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 4, 2026 (16 years).

PSCD vs VOO 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 16 years both funds cover.

PSCD vs VOO Performance

Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PSCD returned +3.00% while VOO returned +20.08%. Year to date, PSCD is up 10.86% versus a gain of 13.37% for VOO.

Over three years, PSCD compounded at +10.57% per year against +21.29% for VOO; over five years the annualized figures are +2.35% and +12.89% respectively. Across the full 16-year window we track, VOO has the edge at +13.48% annualized vs +11.31%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCD has been the more volatile fund, with annualized monthly volatility of 24.3% compared with 14.1% 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 -57.3% for PSCD and -34.3% 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PSCD charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, PSCD currently yields 0.98% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 90 holdings in PSCD and 505 in VOO, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 90 positions we hold weights for in PSCD and 505 in VOO, against full books of 90 and 509.

What only one of them owns

Our book lists 497 positions for VOO that do not appear in our book for PSCD (99.5% of the fund), and 89 for PSCD that do not appear in VOO (98.5%).

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

PSCDVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSCD or VOO?

PSCD has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, PSCD or VOO?

Over the past year PSCD returned +3.00% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), PSCD annualized +11.31% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCD or VOO?

PSCD has been the more volatile fund at 24.3% annualized versus 14.1% for VOO. Worst drawdown: PSCD -57.3% vs VOO -34.3%.

Should I hold both PSCD and VOO?

PSCD and VOO have a monthly-return correlation of 0.75, 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, PSCD or VOO?

PSCD yields 0.98% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than PSCD?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. PSCD is less concentrated, with 26.9% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.