PSCE vs VYM

PSCE vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: VYMHigher Returns: PSCEMore Diversified: VYM

Side-by-Side Comparison

MetricPSCEVYMWinner
Expense Ratio0.29%0.04%
AUM$104M$81.6B
Dividend Yield2.26%2.24%
Holdings33616
YTD Return+44.13%+15.75%
1Y Return+63.41%+23.85%
3Y Return (annualized)+6.32%+19.14%
5Y Return (annualized)+18.62%+12.45%
Volatility (annualized)40.9%14.6%
Max Drawdown-96.3%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 7, 2010Nov 10, 2006

PSCE vs VYM Performance

Invesco S&P SmallCap Energy ETF (PSCE) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PSCE returned +63.41% while VYM returned +23.85%. Year to date, PSCE is up 44.13% versus a gain of 15.75% for VYM.

Over three years, PSCE compounded at +6.32% per year against +19.14% for VYM; over five years the annualized figures are +18.62% and +12.45% respectively. Across the full 16-year window we track, VYM has the edge at +7.06% annualized vs -3.64%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCE has been the more volatile fund, with annualized monthly volatility of 40.9% compared with 14.6% 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 -96.3% for PSCE 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PSCE charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, PSCE currently yields 2.26% against 2.24% for VYM.

Holdings Overlap

0.2%overlap

PSCE and VYM share 11 holdings out of 623 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PSCEWeight in VYMDifference
AROC8.01%0.03%7.98%
SM6.72%0.03%6.69%
NE5.43%0.02%5.41%
MGYProProPro
LBRTProProPro
CRCProProPro
HPProProPro
PTENProProPro
BTUProProPro
NOGProProPro
FundXLS Pro
See the top 10 holdings PSCE shares with VYM
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, PSCE or VYM?

PSCE has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, PSCE or VYM?

Over the past year PSCE returned +63.41% vs +23.85% for VYM, so PSCE leads on 1-year performance. Over the longest common window we track (16 years), PSCE annualized -3.64% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, PSCE or VYM?

PSCE has been the more volatile fund at 40.9% annualized versus 14.6% for VYM. Worst drawdown: PSCE -96.3% vs VYM -58.8%.

Should I hold both PSCE and VYM?

PSCE and VYM have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSCE and VYM?

PSCE and VYM share 11 common holdings with a 0.2% weight overlap. Combined, they hold 623 unique securities.

Which pays a higher dividend, PSCE or VYM?

PSCE yields 2.26% while VYM yields 2.24%, so PSCE currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free