PSCH vs VTI

PSCH vs VTI

Which is better, PSCH or VTI?

Small Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. PSCH led over 1Y, VTI over 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.6%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: 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

MetricPSCHVTI
Expense Ratio0.29%0.03%Best
AUM$184M$666.9B
Dividend Yield0.01%1.03%
Holdings803,543
YTD Return+21.04%Best+12.25%
1Y Return+28.95%Best+15.74%
3Y Return (annualized)+12.87%+22.45%Best
5Y Return (annualized)-2.35%+12.32%Best
Volatility (annualized)19.7%14.9%Best
Max Drawdown-46.3%-35.0%Best
$10,000 over 5 years$8,879$17,877Best
Top 10 Weight37.6%33.3%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionApr 7, 2010May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 29, 2026 (16.5 years).

PSCH 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 16.5 years both funds cover.

PSCH vs VTI Performance

Invesco S&P SmallCap Health Care ETF (PSCH) is an ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PSCH returned +28.95% while VTI returned +15.74%. Year to date, PSCH is up 21.04% versus a gain of 12.25% for VTI.

Over three years, PSCH compounded at +12.87% per year against +22.45% for VTI; over five years the annualized figures are -2.35% and +12.32% respectively. Across the full 17-year window we track, VTI has the edge at +12.24% annualized vs +12.02%.

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 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 -46.3% for PSCH 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 0.74. 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 1.03% for VTI.

Holdings Overlap

PSCH already in VTI100.0%
VTI already in PSCH0.2%

100.0% of PSCH's money is in holdings VTI also owns. 0.2% of VTI's money is in holdings PSCH also owns.

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

70 positions in common, counted across the 71 positions we hold weights for in PSCH and 3,463 in VTI, against full books of 80 and 3,543.

What only one of them owns

Our book lists 1,136 positions for VTI that do not appear in our book for PSCH (97.3% of the fund), and 1 for PSCH that do not appear in VTI (0.0%).

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.

Top Shared Holdings

StockWeight in PSCHWeight in VTIDifference
CORTCorcept Therapeutics Incorporated5.52%0.01%5.51%
GKOSGlaukos Corp.5.37%0.01%5.36%
PTGXProtagonist Therapeutics Inc4.55%0.01%4.54%
ALKS:IEAlkermes Plc. Ordinary Shares3.99%0.01%3.98%
TGTXTg Therapeutics Inc Common Stock3.65%0.01%3.64%
TFXTeleflex Inc.3.21%0.01%3.20%
PTCTPtc Therapeutics Inc2.94%0.01%2.93%
LGNDLigand Pharmaceuticals, Inc.2.90%0.01%2.89%
MMSIMerit Medical Systems Inc2.76%0.01%2.75%
RDNTRadnet Inc2.73%0.01%2.72%

100.0% of PSCH 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.

PSCHVTI

Free for up to 10 holdings. No account needed.

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, by $26 a year on a $10,000 investment.

Which performed better, PSCH or VTI?

Over the past year PSCH returned +28.95% vs +15.74% for VTI, so PSCH leads on 1-year performance. Over the longest common window we track (17 years), PSCH annualized +12.02% vs +12.24% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCH or VTI?

PSCH has been the more volatile fund at 19.7% annualized versus 14.9% for VTI. Worst drawdown: PSCH -46.3% vs VTI -35.0%.

Should I hold both PSCH and VTI?

PSCH and VTI have a monthly-return correlation of 0.74, 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 PSCH and VTI?

100.0% of PSCH's money is in holdings VTI also owns. 0.2% of VTI's is in holdings PSCH also owns. They hold 70 positions in common, counted across the 71 positions we hold weights for in PSCH and 3,463 in VTI.

Which pays a higher dividend, PSCH or VTI?

PSCH yields 0.01% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than PSCH?

VTI has a lower expense ratio. PSCH led over 1Y, VTI over 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.