PSCX vs VTI

PSCX vs VTI

Which is better, PSCX or VTI?

Debt-oriented balanced against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: VTIHigher Returns: VTI

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

MetricPSCXVTI
Expense Ratio0.49%0.03%Best
AUM$47M$666.9B
Dividend Yield0.00%1.03%
Holdings63,543
YTD Return+8.03%+13.14%Best
1Y Return+11.57%+16.63%Best
3Y Return (annualized)+13.16%+22.30%Best
5Y Return (annualized)+8.66%+12.01%Best
Volatility (annualized)6.3%Best15.2%
Max Drawdown-10.2%Best-25.4%
$10,000 over 5 years$15,148$17,631Best
Fund FamilyPacer ETFsVanguard (US)
CategoryAllocation/BalancedEquity
StyleDebt-oriented balancedLarge Cap Blend
InceptionDec 22, 2020May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 23, 2020 to Sep 23, 2026 (5.7 years).

PSCX vs VTI 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 5.7 years both funds cover.

PSCX vs VTI Performance

Pacer Swan SOS Conservative (January) ETF (PSCX) is an ETF from Pacer ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PSCX returned +11.57% while VTI returned +16.63%. Year to date, PSCX is up 8.03% versus a gain of 13.14% for VTI.

Over three years, PSCX compounded at +13.16% per year against +22.30% for VTI; over five years the annualized figures are +8.66% and +12.01% respectively. Across the full 6-year window we track, VTI has the edge at +13.89% annualized vs +8.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 6.3% for PSCX. 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 -10.2% for PSCX and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PSCX charges 0.49% per year while VTI charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, PSCX currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in PSCX and 3,463 in VTI, totalling 0.3% and 98.1% 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 1 positions we hold weights for in PSCX and 3,463 in VTI, against full books of 6 and 3,543.

You are not choosing between two funds in isolation.

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

PSCXVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSCX or VTI?

PSCX has an expense ratio of 0.49% while VTI charges 0.03%. VTI is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, PSCX or VTI?

Over the past year PSCX returned +11.57% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), PSCX annualized +8.84% vs +13.89% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCX or VTI?

VTI has been the more volatile fund at 15.2% annualized versus 6.3% for PSCX. Worst drawdown: PSCX -10.2% vs VTI -25.4%.

Should I hold both PSCX and VTI?

PSCX and VTI have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, PSCX or VTI?

PSCX yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than PSCX?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.