PSCM vs VYM

PSCM vs VYM

Which is better, PSCM or VYM?

Small Cap Blend against Large Cap Value.

VYM has a lower expense ratio. PSCM led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 64.0%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricPSCMVYM
Expense Ratio0.29%0.04%Best
AUM$21M$81.6B
Dividend Yield1.00%2.22%
Holdings27613
YTD Return+10.63%+11.35%Best
1Y Return+19.43%Best+15.34%
3Y Return (annualized)+13.77%+17.22%Best
5Y Return (annualized)+9.81%+12.30%Best
Volatility (annualized)24.4%13.2%Best
Max Drawdown-52.5%-35.7%Best
$10,000 over 5 years$15,966$17,861Best
Top 10 Weight64.0%26.1%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionApr 7, 2010Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 18, 2026 (16.4 years).

PSCM 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 16.4 years both funds cover.

PSCM vs VYM Performance

Invesco S&P SmallCap Materials ETF (PSCM) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PSCM returned +19.43% while VYM returned +15.34%. Year to date, PSCM is up 10.63% versus a gain of 11.35% for VYM.

Over three years, PSCM compounded at +13.77% per year against +17.22% for VYM; over five years the annualized figures are +9.81% and +12.30% respectively. Across the full 16-year window we track, VYM has the edge at +9.85% annualized vs +8.53%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCM has been the more volatile fund, with annualized monthly volatility of 24.4% 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 -52.5% for PSCM 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PSCM 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, PSCM currently yields 1.00% against 2.22% for VYM.

Holdings Overlap

PSCM already in VYM34.1%
VYM already in PSCM0.1%

34.1% of PSCM's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings PSCM also owns.

The two portfolios partly overlap.

8 positions in common, counted across the 26 positions we hold weights for in PSCM and 557 in VYM, against full books of 27 and 613.

What only one of them owns

Measured across the 26 and 557 positions we hold weights for.

VYM holds 522 positions PSCM does not, 97.0% of the fund.

Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%

Top Shared Holdings

StockWeight in PSCMWeight in VYMDifference
EMNEastman Chemical Co.10.78%0.03%10.75%
SXTSensient Technologies Corp7.50%0.02%7.48%
FULHb Fuller4.11%0.01%4.10%
CCChemours Co3.30%0.01%3.29%
KWRQuaker Chemical Corp.3.19%0.01%3.18%
FMCFmc Corp.2.02%0.01%2.01%
SLVMSylvamo Corp Ordinary Shares When Issued1.68%0.00%1.68%
WSWorthington Steel Inc.1.57%0.00%1.57%

34.1% of PSCM is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PSCMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSCM or VYM?

PSCM 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, PSCM or VYM?

Over the past year PSCM returned +19.43% vs +15.34% for VYM, so PSCM leads on 1-year performance. Over the longest common window we track (16 years), PSCM annualized +8.53% vs +9.85% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCM or VYM?

PSCM has been the more volatile fund at 24.4% annualized versus 13.2% for VYM. Worst drawdown: PSCM -52.5% vs VYM -35.7%.

Should I hold both PSCM and VYM?

PSCM and VYM have a monthly-return correlation of 0.80, 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 PSCM and VYM?

34.1% of PSCM's money is in holdings VYM also owns. 0.1% of VYM's is in holdings PSCM also owns. They hold 8 positions in common, counted across the 26 positions we hold weights for in PSCM and 557 in VYM.

Which pays a higher dividend, PSCM or VYM?

PSCM yields 1.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than PSCM?

VYM has a lower expense ratio. PSCM led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% 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.