PSCE vs VYM
Invesco S&P SmallCap Energy ETF vs Vanguard High Dividend Yield ETF
Which is better, PSCE or VYM?
Small Cap Value against Large Cap Value.
VYM has a lower expense ratio. PSCE led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 50.0%.
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
| Metric | PSCE | VYM |
|---|---|---|
| Expense Ratio | 0.29% | 0.04%Best |
| AUM | $111M | $81.6B |
| Dividend Yield | 2.26% | 2.22% |
| Holdings | 33 | 613 |
| YTD Return | +34.55%Best | +10.24% |
| 1Y Return | +36.25%Best | +14.89% |
| 3Y Return (annualized) | +3.24% | +18.00%Best |
| 5Y Return (annualized) | +10.89% | +11.42%Best |
| Volatility (annualized) | 40.8% | 13.2%Best |
| Max Drawdown | -96.3% | -35.7%Best |
| $10,000 over 5 years | $16,767 | $17,172Best |
| Top 10 Weight | 50.0% | 26.1%Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Apr 7, 2010 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 25, 2026 (16.5 years).
PSCE vs VYM 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 16.5 years both funds cover.
PSCE vs VYM Performance
Invesco S&P SmallCap Energy ETF (PSCE) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PSCE returned +36.25% while VYM returned +14.89%. Year to date, PSCE is up 34.55% versus a gain of 10.24% for VYM.
Over three years, PSCE compounded at +3.24% per year against +18.00% for VYM; over five years the annualized figures are +10.89% and +11.42% respectively. Across the full 17-year window we track, VYM has the edge at +9.77% annualized vs -4.02%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCE has been the more volatile fund, with annualized monthly volatility of 40.8% compared with 13.2% 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 -35.7% 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 0.67. They move together some of the time, and apart the rest.
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 2.22% for VYM.
Holdings Overlap
40.4% of PSCE's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings PSCE also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 34 positions we hold weights for in PSCE and 557 in VYM, against full books of 33 and 613.
What only one of them owns
Measured across the 34 and 557 positions we hold weights for.
VYM holds 519 positions PSCE does not, 96.9% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%
Top Shared Holdings
| Stock | Weight in PSCE | Weight in VYM | Difference |
|---|---|---|---|
| SMSm Energy Co | 7.59% | 0.03% | 7.56% |
| MGYMagnolia Oil & Gas Corp | 5.57% | 0.02% | 5.55% |
| NENoble Corp Plc Ordinary Shares | 5.18% | 0.02% | 5.16% |
| AROCArchrock, Inc. | 4.95% | 0.02% | 4.93% |
| HPHelmerich & Payne, Inc. | 3.94% | 0.01% | 3.93% |
| PTENPatterson-Uti Energy Inc | 3.93% | 0.01% | 3.92% |
| CRCCalifornia Resources Corp Common Stock | 3.49% | 0.02% | 3.47% |
| BTUPeabody Energy Corp | 3.27% | 0.01% | 3.26% |
| NOGNorthern Oil And Gas Inc | 2.45% | 0.01% | 2.44% |
40.4% of PSCE is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $25 a year on a $10,000 investment.
Which performed better, PSCE or VYM?
Over the past year PSCE returned +36.25% vs +14.89% for VYM, so PSCE leads on 1-year performance. Over the longest common window we track (17 years), PSCE annualized -4.02% vs +9.77% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSCE or VYM?
PSCE has been the more volatile fund at 40.8% annualized versus 13.2% for VYM. Worst drawdown: PSCE -96.3% vs VYM -35.7%.
Should I hold both PSCE and VYM?
PSCE and VYM have a monthly-return correlation of 0.67, 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 PSCE and VYM?
40.4% of PSCE's money is in holdings VYM also owns. 0.1% of VYM's is in holdings PSCE also owns. They hold 9 positions in common, counted across the 34 positions we hold weights for in PSCE and 557 in VYM.
Which pays a higher dividend, PSCE or VYM?
PSCE yields 2.26% while VYM yields 2.22%, so PSCE currently pays the higher dividend yield.
Is VYM better than PSCE?
VYM has a lower expense ratio. PSCE led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 50.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.