PSCH vs VYM

PSCH vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: PSCHMore Diversified: VYM

Side-by-Side Comparison

MetricPSCHVYMWinner
Expense Ratio0.29%0.04%
AUM$183M$81.6B
Dividend Yield0.01%2.24%
Holdings80616
YTD Return+26.12%+16.42%
1Y Return+38.85%+24.22%
3Y Return (annualized)+9.83%+19.03%
5Y Return (annualized)-1.82%+12.21%
Volatility (annualized)19.7%14.6%
Max Drawdown-46.3%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 7, 2010Nov 10, 2006

PSCH vs VYM Performance

Invesco S&P SmallCap Health Care ETF (PSCH) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PSCH returned +38.85% while VYM returned +24.22%. Year to date, PSCH is up 26.12% versus a gain of 16.42% for VYM.

Over three years, PSCH compounded at +9.83% per year against +19.03% for VYM; over five years the annualized figures are -1.82% and +12.21% respectively. Across the full 16-year window we track, PSCH has the edge at +12.40% annualized vs +7.10%. 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 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 -46.3% for PSCH 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PSCH 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, PSCH currently yields 0.01% against 2.24% for VYM.

Holdings Overlap

0.1%overlap

PSCH and VYM share 3 holdings out of 677 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PSCHWeight in VYMDifference
TEX2.51%0.03%2.48%
OGN1.58%0.01%1.57%
PRGO0.62%0.01%0.61%

Frequently Asked Questions

Which is cheaper, PSCH or VYM?

PSCH 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, PSCH or VYM?

Over the past year PSCH returned +38.85% vs +24.22% for VYM, so PSCH leads on 1-year performance. Over the longest common window we track (16 years), PSCH annualized +12.40% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, PSCH or VYM?

PSCH has been the more volatile fund at 19.7% annualized versus 14.6% for VYM. Worst drawdown: PSCH -46.3% vs VYM -58.8%.

Should I hold both PSCH and VYM?

PSCH and VYM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSCH and VYM?

PSCH and VYM share 3 common holdings with a 0.1% weight overlap. Combined, they hold 677 unique securities.

Which pays a higher dividend, PSCH or VYM?

PSCH yields 0.01% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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