PSH vs VTI

PSH vs VTI

Which is better, PSH or VTI?

Short Term High Yield Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

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

MetricPSHVTI
Expense Ratio0.45%0.03%Best
AUM$186M$666.9B
Dividend Yield6.99%1.03%
Holdings4743,543
YTD Return-1.70%+14.05%Best
1Y Return-1.23%+16.93%Best
3Y Return (annualized)-+22.65%
5Y Return (annualized)-+12.46%
Volatility (annualized)8.6%Best12.0%
Max Drawdown-14.0%Best-19.3%
$10,000 over 2.8 years$9,852$16,724Best
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term High Yield BondLarge Cap Blend
InceptionDec 14, 2023May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 19, 2023 to Sep 22, 2026 (2.8 years).

PSH 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 2.8 years both funds cover.

PSH vs VTI Performance

PGIM Short Duration High Yield ETF (PSH) is an ETF from PGIM Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PSH returned -1.23% while VTI returned +16.93%. Year to date, PSH is down 1.70% versus a gain of 14.05% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 8.6% for PSH. 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 -14.0% for PSH and -19.3% 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 0.20. They move largely independently of each other.

Fees and Cost Over Time

PSH charges 0.45% per year while VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, PSH currently yields 6.99% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 347 holdings in PSH and 3,463 in VTI, totalling 76.3% and 98.1% of the two funds. That is not enough of PSH to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 347 positions we hold weights for in PSH and 3,463 in VTI, against full books of 474 and 3,543.

Top Shared Holdings

StockWeight in PSHWeight in VTIDifference
GENGenon Hldgs Class A0.46%0.02%0.44%

You are not choosing between two funds in isolation.

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

PSHVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PSH or VTI?

PSH has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, PSH or VTI?

Over the past year PSH returned -1.23% vs +16.93% 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, PSH or VTI?

VTI has been the more volatile fund at 12.0% annualized versus 8.6% for PSH. Worst drawdown: PSH -14.0% vs VTI -19.3%.

Should I hold both PSH and VTI?

PSH and VTI have a monthly-return correlation of 0.20, 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, PSH or VTI?

PSH yields 6.99% while VTI yields 1.03%, so PSH currently pays the higher dividend yield.

Is VTI better than PSH?

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