PSK vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricPSKVYMWinner
Expense Ratio0.45%0.04%
AUM$691M$79.0B
Dividend Yield7.06%2.86%
Holdings161568
YTD Return-3.60%+16.10%
1Y Return-1.59%+25.99%
3Y Return (annualized)+2.75%+18.29%
5Y Return (annualized)-1.49%+12.35%
Volatility (annualized)8.9%14.6%
Max Drawdown-34.1%-58.8%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryAllocation/BalancedEquity
InceptionSep 16, 2009Nov 10, 2006

PSK vs VYM Performance

State Street SPDR ICE Preferred Securities ETF (PSK) is a ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PSK returned -1.59% while VYM returned +25.99%. Year to date, PSK is down 3.60% versus a gain of 16.10% for VYM.

Over three years, PSK compounded at +2.75% per year against +18.29% for VYM; over five years the annualized figures are -1.49% and +12.35% respectively. Across the full 17-year window we track, VYM has the edge at +7.08% annualized vs +0.18%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 8.9% for PSK. 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 -34.1% for PSK and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PSK charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, PSK currently yields 7.06% against 2.86% for VYM.

Holdings Overlap

5.3%overlap

PSK and VYM share 20 holdings out of 682 unique holdings combined, representing a 5.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PSKWeight in VYMDifference
JPM:US0.43%3.36%2.93%
BAC0.75%1.39%0.64%
NEE1.25%0.86%0.39%
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Frequently Asked Questions

Which is cheaper, PSK or VYM?

PSK has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, PSK or VYM?

Over the past year PSK returned -1.59% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), PSK annualized +0.18% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, PSK or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 8.9% for PSK. Worst drawdown: PSK -34.1% vs VYM -58.8%.

Should I hold both PSK and VYM?

PSK and VYM have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSK and VYM?

PSK and VYM share 20 common holdings with a 5.3% weight overlap. Combined, they hold 682 unique securities.

Which pays a higher dividend, PSK or VYM?

PSK yields 7.06% while VYM yields 2.86%, so PSK currently pays the higher dividend yield.

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