PSL vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricPSLVOOWinner
Expense Ratio0.60%0.03%
AUM$84M$979.0B
Dividend Yield0.75%1.09%
Holdings50509
YTD Return+13.90%+13.44%
1Y Return+3.70%+22.62%
3Y Return (annualized)+10.04%+21.47%
5Y Return (annualized)+5.52%+13.27%
Volatility (annualized)13.9%14.1%
Max Drawdown-42.0%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 12, 2006Sep 7, 2010

PSL vs VOO Performance

Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PSL returned +3.70% while VOO returned +22.62%. Year to date, PSL is up 13.90% versus a gain of 13.44% for VOO.

Over three years, PSL compounded at +10.04% per year against +21.47% for VOO; over five years the annualized figures are +5.52% and +13.27% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs +8.25%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.9% for PSL. 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 -42.0% for PSL and -34.3% for VOO. 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PSL charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, PSL currently yields 0.75% against 1.09% for VOO.

Holdings Overlap

2.8%overlap

PSL and VOO share 15 holdings out of 538 unique holdings combined, representing a 2.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PSLWeight in VOODifference
CASY5.76%0.05%5.71%
COST4.99%0.64%4.35%
CHD4.65%0.04%4.61%
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Frequently Asked Questions

Which is cheaper, PSL or VOO?

PSL has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, PSL or VOO?

Over the past year PSL returned +3.70% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), PSL annualized +8.25% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, PSL or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.9% for PSL. Worst drawdown: PSL -42.0% vs VOO -34.3%.

Should I hold both PSL and VOO?

PSL and VOO have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSL and VOO?

PSL and VOO share 15 common holdings with a 2.8% weight overlap. Combined, they hold 538 unique securities.

Which pays a higher dividend, PSL or VOO?

PSL yields 0.75% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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