PSCI vs VYM

PSCI vs VYM

Which is better, PSCI or VYM?

Small Cap Growth against Large Cap Value.

VYM has a lower expense ratio. PSCI led over 3Y, 5Y and the full window, VYM over 1Y. PSCI is less concentrated, with 23.0% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: PSCI

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

MetricPSCIVYM
Expense Ratio0.29%0.04%Best
AUM$176M$81.6B
Dividend Yield1.24%2.22%
Holdings90613
YTD Return+7.12%+9.71%Best
1Y Return+11.62%+13.77%Best
3Y Return (annualized)+18.96%Best+17.30%
5Y Return (annualized)+13.02%Best+11.45%
Volatility (annualized)21.7%13.2%Best
Max Drawdown-46.3%-35.7%Best
$10,000 over 5 years$18,441Best$17,195
Top 10 Weight23.0%Best26.1%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Value
InceptionApr 7, 2010Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 24, 2026 (16.5 years).

PSCI 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.

PSCI vs VYM Performance

Invesco S&P SmallCap Industrials ETF (PSCI) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PSCI returned +11.62% while VYM returned +13.77%. Year to date, PSCI is up 7.12% versus a gain of 9.71% for VYM.

Over three years, PSCI compounded at +18.96% per year against +17.30% for VYM; over five years the annualized figures are +13.02% and +11.45% respectively. Across the full 17-year window we track, PSCI has the edge at +12.28% annualized vs +9.74%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCI has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -46.3% for PSCI 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PSCI 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, PSCI currently yields 1.24% against 2.22% for VYM.

Holdings Overlap

PSCI already in VYM12.5%
VYM already in PSCI0.2%

12.5% of PSCI's money is in holdings VYM also owns. 0.2% of VYM's money is in holdings PSCI also owns.

PSCI and VYM share little of their money.

16 positions in common, counted across the 94 positions we hold weights for in PSCI and 557 in VYM, against full books of 90 and 613.

What only one of them owns

Measured across the 94 and 557 positions we hold weights for.

VYM holds 513 positions PSCI 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

StockWeight in PSCIWeight in VYMDifference
RHIRobert Half International Inc.1.48%0.02%1.46%
KFYKorn Ferry1.42%0.02%1.40%
WSCWillscot Holdings Corp1.20%0.02%1.18%
HNIHni Corp1.09%0.01%1.08%
MANManpowergroup Inc0.94%0.01%0.93%
ABMAbm Industries Inc0.88%0.01%0.87%
TRNTrinity Industries Inc0.74%0.01%0.73%
KMTKennametal Inc0.72%0.01%0.71%
NSPInsperity Inc0.62%0.01%0.61%
WORWorthington Enterprises Inc0.57%0.01%0.56%

You are not choosing between two funds in isolation.

Whichever of PSCI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PSCIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSCI or VYM?

PSCI 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, PSCI or VYM?

Over the past year PSCI returned +11.62% vs +13.77% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), PSCI annualized +12.28% vs +9.74% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCI or VYM?

PSCI has been the more volatile fund at 21.7% annualized versus 13.2% for VYM. Worst drawdown: PSCI -46.3% vs VYM -35.7%.

Should I hold both PSCI and VYM?

PSCI and VYM have a monthly-return correlation of 0.83, 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 PSCI and VYM?

12.5% of PSCI's money is in holdings VYM also owns. 0.2% of VYM's is in holdings PSCI also owns. They hold 16 positions in common, counted across the 94 positions we hold weights for in PSCI and 557 in VYM.

Which pays a higher dividend, PSCI or VYM?

PSCI yields 1.24% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than PSCI?

VYM has a lower expense ratio. PSCI led over 3Y, 5Y and the full window, VYM over 1Y. PSCI is less concentrated, with 23.0% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.