PSCD vs VTI

PSCD vs VTI

Which is better, PSCD or VTI?

Small Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricPSCDVTI
Expense Ratio0.29%0.03%Best
AUM$25M$666.9B
Dividend Yield0.98%1.07%
Holdings903,543
YTD Return+10.86%+13.59%Best
1Y Return+3.00%+20.00%Best
3Y Return (annualized)+10.57%+20.95%Best
5Y Return (annualized)+2.35%+11.81%Best
Volatility (annualized)24.8%14.9%Best
Max Drawdown-57.3%-35.0%Best
$10,000 over 5 years$11,232$17,474Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionApr 7, 2010May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 4, 2026 (16.4 years).

PSCD vs VTI 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 16.4 years both funds cover.

PSCD vs VTI Performance

Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) is an ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PSCD returned +3.00% while VTI returned +20.00%. Year to date, PSCD is up 10.86% versus a gain of 13.59% for VTI.

Over three years, PSCD compounded at +10.57% per year against +20.95% for VTI; over five years the annualized figures are +2.35% and +11.81% respectively. Across the full 16-year window we track, VTI has the edge at +12.37% annualized vs +10.06%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCD has been the more volatile fund, with annualized monthly volatility of 24.8% compared with 14.9% for VTI. 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 -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PSCD charges 0.29% per year while VTI 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 1.07% for VTI.

Holdings Overlap

PSCD already in VTI72.9%

At least 72.9% of PSCD's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of PSCD is already inside VTI. Owning both mostly buys the same companies twice.

65 positions in common, counted across the 90 positions we hold weights for in PSCD and 2,787 in VTI, against full books of 90 and 3,543.

Top Shared Holdings

StockWeight in PSCDWeight in VTIDifference
EATBrinker International, Inc.3.55%0.00%3.55%
ETSYEtsy Inc3.11%0.00%3.11%
VSCOVICTORIA'S SECRET & CO2.69%0.00%2.69%
MHKMohawk Industries Inc.2.65%0.00%2.65%
LTHLife Time Inc2.61%0.00%2.61%
LKQLkq Corp.2.37%0.00%2.37%
CZRCaesars Entertainment Corp.2.33%0.00%2.33%
IBPInstalled Building Products2.03%0.00%2.03%
MTHMeritage Corporation1.89%0.00%1.89%
BOOTBoot Barn Holdings Inc1.88%0.00%1.88%

72.9% of PSCD is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PSCDVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSCD or VTI?

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

Which performed better, PSCD or VTI?

Over the past year PSCD returned +3.00% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (16 years), PSCD annualized +10.06% vs +12.37% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCD or VTI?

PSCD has been the more volatile fund at 24.8% annualized versus 14.9% for VTI. Worst drawdown: PSCD -57.3% vs VTI -35.0%.

Should I hold both PSCD and VTI?

PSCD and VTI have a monthly-return correlation of 0.80, 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 PSCD and VTI?

At least 72.9% of PSCD's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 65 positions in common, counted across the 90 positions we hold weights for in PSCD and 2,787 in VTI.

Which pays a higher dividend, PSCD or VTI?

PSCD yields 0.98% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than PSCD?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.