PSFO vs VTI

PSFO vs VTI

Which is better, PSFO or VTI?

Multi Alternative 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 0.93.

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

MetricPSFOVTI
Expense Ratio0.49%0.03%Best
AUM$38M$666.9B
Dividend Yield0.00%1.03%
Holdings73,543
YTD Return+9.33%+11.65%Best
1Y Return+12.76%+17.34%Best
3Y Return (annualized)+12.34%+20.35%Best
5Y Return (annualized)+11.53%+11.72%Best
Volatility (annualized)8.4%Best15.9%
Max Drawdown-12.1%Best-25.4%
$10,000 over 5 years$17,257$17,404Best
Fund FamilyPacer ETFsVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionSep 30, 2021May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 1, 2021 to Sep 10, 2026 (4.9 years).

PSFO 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 4.9 years both funds cover.

PSFO vs VTI Performance

Pacer Swan SOS Flex October ETF (PSFO) is an ETF from Pacer ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PSFO returned +12.76% while VTI returned +17.34%. Year to date, PSFO is up 9.33% versus a gain of 11.65% for VTI.

Over three years, PSFO compounded at +12.34% per year against +20.35% for VTI; over five years the annualized figures are +11.53% and +11.72% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 8.4% for PSFO. 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 -12.1% for PSFO 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PSFO 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, PSFO currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in PSFO and 2,787 in VTI, totalling 0.5% and 90.6% 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 PSFO and 2,787 in VTI, against full books of 7 and 3,543.

You are not choosing between two funds in isolation.

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

PSFOVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSFO or VTI?

PSFO 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, PSFO or VTI?

Over the past year PSFO returned +12.76% vs +17.34% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSFO or VTI?

VTI has been the more volatile fund at 15.9% annualized versus 8.4% for PSFO. Worst drawdown: PSFO -12.1% vs VTI -25.4%.

Should I hold both PSFO and VTI?

PSFO and VTI have a monthly-return correlation of 0.93, 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, PSFO or VTI?

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

Is VTI better than PSFO?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.