PSCU vs VYM
Invesco S&P SmallCap Utilities & Communication Services ETF vs Vanguard High Dividend Yield ETF
Which is better, PSCU or VYM?
Small Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 52.7%.
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
| Metric | PSCU | VYM |
|---|---|---|
| Expense Ratio | 0.29% | 0.04%Best |
| AUM | $16M | $81.6B |
| Dividend Yield | 0.99% | 2.24% |
| Holdings | 36 | 613 |
| YTD Return | +12.83% | +14.82%Best |
| 1Y Return | +15.64% | +20.84%Best |
| 3Y Return (annualized) | +8.98% | +18.64%Best |
| 5Y Return (annualized) | +0.64% | +12.28%Best |
| Volatility (annualized) | 15.3% | 13.2%Best |
| Max Drawdown | -30.4%Best | -35.7% |
| $10,000 over 5 years | $10,324 | $17,845Best |
| Top 10 Weight | 52.7% | 25.9%Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Apr 7, 2010 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 4, 2026 (16.4 years).
PSCU 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.
PSCU vs VYM Performance
Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PSCU returned +15.64% while VYM returned +20.84%. Year to date, PSCU is up 12.83% versus a gain of 14.82% for VYM.
Over three years, PSCU compounded at +8.98% per year against +18.64% for VYM; over five years the annualized figures are +0.64% and +12.28% respectively. Across the full 16-year window we track, VYM has the edge at +10.08% annualized vs +6.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCU has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -30.4% for PSCU 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PSCU 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, PSCU currently yields 0.99% against 2.24% for VYM.
Holdings Overlap
39.0% of PSCU's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings PSCU also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 35 positions we hold weights for in PSCU and 603 in VYM, against full books of 36 and 613.
What only one of them owns
Measured across the 35 and 603 positions we hold weights for.
VYM holds 557 positions PSCU does not, 97.3% of the fund.
Largest: AVGO 7.29%, JPM 3.38%, JNJ 2.54%, XOM 2.36%, CAT 2.01%
Top Shared Holdings
| Stock | Weight in PSCU | Weight in VYM | Difference |
|---|---|---|---|
| IRDMIridium Communications Inc | 5.16% | 0.02% | 5.14% |
| MDUMdu Resources | 4.13% | 0.02% | 4.11% |
| OTTROtter Tail Corp. | 3.83% | 0.01% | 3.82% |
| CWENClearway Energy, Inc., Class C | 3.78% | 0.02% | 3.76% |
| AWRAmerican States Water Co | 3.29% | 0.01% | 3.28% |
| AVAAvista Corp | 3.18% | 0.01% | 3.17% |
| CPKChesapeake Utilities Corp | 3.14% | 0.01% | 3.13% |
| CWTCalifornia Water Service Group | 2.96% | 0.01% | 2.95% |
| MGEEMge Energy, Inc. | 2.96% | 0.01% | 2.95% |
| SJWSjw Corp | 2.40% | 0.01% | 2.39% |
39.0% of PSCU 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.
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Frequently Asked Questions
Which is cheaper, PSCU or VYM?
PSCU 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, PSCU or VYM?
Over the past year PSCU returned +15.64% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (16 years), PSCU annualized +6.39% vs +10.08% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSCU or VYM?
PSCU has been the more volatile fund at 15.3% annualized versus 13.2% for VYM. Worst drawdown: PSCU -30.4% vs VYM -35.7%.
Should I hold both PSCU and VYM?
PSCU and VYM have a monthly-return correlation of 0.70, 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 PSCU and VYM?
39.0% of PSCU's money is in holdings VYM also owns. 0.1% of VYM's is in holdings PSCU also owns. They hold 12 positions in common, counted across the 35 positions we hold weights for in PSCU and 603 in VYM.
Which pays a higher dividend, PSCU or VYM?
PSCU yields 0.99% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than PSCU?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 52.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.