PSCH vs VTI
Invesco S&P SmallCap Health Care ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. PSCH delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | PSCH | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $183M | $666.9B | |
| Dividend Yield | 0.01% | 1.07% | |
| Holdings | 80 | 3,543 | |
| YTD Return | +26.03% | +13.38% | |
| 1Y Return | +38.12% | +21.12% | |
| 3Y Return (annualized) | +10.77% | +21.85% | |
| 5Y Return (annualized) | -1.58% | +12.44% | |
| Volatility (annualized) | 19.7% | 15.3% | |
| Max Drawdown | -46.3% | -56.6% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 7, 2010 | May 24, 2001 |
PSCH vs VTI Performance
Invesco S&P SmallCap Health Care ETF (PSCH) is a ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PSCH returned +38.12% while VTI returned +21.12%. Year to date, PSCH is up 26.03% versus a gain of 13.38% for VTI.
Over three years, PSCH compounded at +10.77% per year against +21.85% for VTI; over five years the annualized figures are -1.58% and +12.44% respectively. Across the full 16-year window we track, PSCH has the edge at +12.39% annualized vs +8.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCH has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 15.3% 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 -46.3% for PSCH and -56.6% for VTI. 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PSCH 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, PSCH currently yields 0.01% against 1.07% for VTI.
Holdings Overlap
PSCH and VTI share 61 holdings out of 2803 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PSCH or VTI?
PSCH has an expense ratio of 0.29% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, PSCH or VTI?
Over the past year PSCH returned +38.12% vs +21.12% for VTI, so PSCH leads on 1-year performance. Over the longest common window we track (16 years), PSCH annualized +12.39% vs +8.10% for VTI. Past performance does not guarantee future results.
Which is riskier, PSCH or VTI?
PSCH has been the more volatile fund at 19.7% annualized versus 15.3% for VTI. Worst drawdown: PSCH -46.3% vs VTI -56.6%.
Should I hold both PSCH and VTI?
PSCH and VTI have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PSCH and VTI?
PSCH and VTI share 61 common holdings with a 0.1% weight overlap. Combined, they hold 2803 unique securities.
Which pays a higher dividend, PSCH or VTI?
PSCH yields 0.01% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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