PSCM vs VOO

PSCM vs VOO

Which is better, PSCM or VOO?

Small Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. PSCM led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 64.0%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricPSCMVOO
Expense Ratio0.29%0.03%Best
AUM$21M$997.4B
Dividend Yield1.00%1.04%
Holdings27509
YTD Return+12.20%+12.25%Best
1Y Return+24.26%Best+17.03%
3Y Return (annualized)+14.00%+21.25%Best
5Y Return (annualized)+9.77%+13.08%Best
Volatility (annualized)24.1%14.1%Best
Max Drawdown-52.5%-34.3%Best
$10,000 over 5 years$15,937$18,490Best
Top 10 Weight64.0%37.6%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionApr 7, 2010Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 17, 2026 (16 years).

PSCM vs VOO 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 years both funds cover.

PSCM vs VOO Performance

Invesco S&P SmallCap Materials ETF (PSCM) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PSCM returned +24.26% while VOO returned +17.03%. Year to date, PSCM is up 12.20% versus a gain of 12.25% for VOO.

Over three years, PSCM compounded at +14.00% per year against +21.25% for VOO; over five years the annualized figures are +9.77% and +13.08% respectively. Across the full 16-year window we track, VOO has the edge at +13.38% annualized vs +9.58%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCM has been the more volatile fund, with annualized monthly volatility of 24.1% compared with 14.1% for VOO. 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 -52.5% for PSCM and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PSCM charges 0.29% per year while VOO 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, PSCM currently yields 1.00% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 26 holdings in PSCM and 494 in VOO, totalling 100.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 26 positions we hold weights for in PSCM and 494 in VOO, against full books of 27 and 509.

What only one of them owns

Measured across the 26 and 494 positions we hold weights for.

VOO holds 487 positions PSCM does not, 99.2% of the fund.

Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%

You are not choosing between two funds in isolation.

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

PSCMVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSCM or VOO?

PSCM has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, PSCM or VOO?

Over the past year PSCM returned +24.26% vs +17.03% for VOO, so PSCM leads on 1-year performance. Over the longest common window we track (16 years), PSCM annualized +9.58% vs +13.38% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCM or VOO?

PSCM has been the more volatile fund at 24.1% annualized versus 14.1% for VOO. Worst drawdown: PSCM -52.5% vs VOO -34.3%.

Should I hold both PSCM and VOO?

PSCM and VOO have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PSCM or VOO?

PSCM yields 1.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than PSCM?

VOO has a lower expense ratio. PSCM led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 64.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.