PSCX vs VYM

PSCX vs VYM

Which is better, PSCX or VYM?

Debt-oriented balanced against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricPSCXVYM
Expense Ratio0.49%0.04%Best
AUM$47M$81.6B
Dividend Yield0.00%2.22%
Holdings6613
YTD Return+8.03%+10.23%Best
1Y Return+11.57%+14.28%Best
3Y Return (annualized)+13.16%+17.50%Best
5Y Return (annualized)+8.66%+11.60%Best
Volatility (annualized)6.3%Best13.4%
Max Drawdown-10.2%Best-15.8%
$10,000 over 5 years$15,148$17,311Best
Fund FamilyPacer ETFsVanguard (US)
CategoryAllocation/BalancedEquity
StyleDebt-oriented balancedLarge Cap Value
InceptionDec 22, 2020Nov 10, 2006

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 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 5.7 years both funds cover.

PSCX vs VYM Performance

Pacer Swan SOS Conservative (January) ETF (PSCX) is an ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PSCX returned +11.57% while VYM returned +14.28%. Year to date, PSCX is up 8.03% versus a gain of 10.23% for VYM.

Over three years, PSCX compounded at +13.16% per year against +17.50% for VYM; over five years the annualized figures are +8.66% and +11.60% respectively. Across the full 6-year window we track, VYM has the edge at +13.30% annualized vs +8.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.4% 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 -15.8% 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PSCX charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, PSCX currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in PSCX and 557 in VYM, totalling 0.3% and 99.2% 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 557 in VYM, against full books of 6 and 613.

You are not choosing between two funds in isolation.

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

PSCXVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSCX or VYM?

PSCX has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, PSCX or VYM?

Over the past year PSCX returned +11.57% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), PSCX annualized +8.84% vs +13.30% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCX or VYM?

VYM has been the more volatile fund at 13.4% annualized versus 6.3% for PSCX. Worst drawdown: PSCX -10.2% vs VYM -15.8%.

Should I hold both PSCX and VYM?

PSCX and VYM have a monthly-return correlation of 0.68, 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, PSCX or VYM?

PSCX yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than PSCX?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.