PSQO vs VTI
Palmer Square Credit Opportunities ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, PSQO or VTI?
Investment Grade Bond against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y and the full window.
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
| Metric | PSQO | VTI |
|---|---|---|
| Expense Ratio | 0.52% | 0.03%Best |
| AUM | $294M | $666.9B |
| Dividend Yield | 4.50% | 1.03% |
| Holdings | 448 | 3,543 |
| YTD Return | +2.99% | +11.65%Best |
| 1Y Return | +5.01% | +17.34%Best |
| 3Y Return (annualized) | - | +20.35% |
| 5Y Return (annualized) | - | +11.72% |
| Volatility (annualized) | 1.2%Best | 13.1% |
| Max Drawdown | -0.8%Best | -19.3% |
| $10,000 over 2 years | $11,247 | $13,907Best |
| Fund Family | Palmer Square Capital Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Investment Grade Bond | Large Cap Blend |
| Inception | Sep 11, 2024 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 12, 2024 to Sep 10, 2026 (2 years).
PSQO 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 years both funds cover.
PSQO vs VTI Performance
Palmer Square Credit Opportunities ETF (PSQO) is an ETF from Palmer Square Capital Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PSQO returned +5.01% while VTI returned +17.34%. Year to date, PSQO is up 2.99% versus a gain of 11.65% 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 13.1% compared with 1.2% for PSQO. 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 -0.8% for PSQO 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 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PSQO charges 0.52% per year while VTI charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, PSQO currently yields 4.50% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 154 holdings in PSQO and 2,787 in VTI, totalling 29.4% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 3 positions appear in both.
3 positions in common, counted across the 154 positions we hold weights for in PSQO and 2,787 in VTI, against full books of 448 and 3,543.
You are not choosing between two funds in isolation.
Whichever of PSQO and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PSQO or VTI?
PSQO has an expense ratio of 0.52% while VTI charges 0.03%. VTI is the cheaper option, by $49 a year on a $10,000 investment.
Which performed better, PSQO or VTI?
Over the past year PSQO returned +5.01% vs +17.34% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), PSQO annualized +6.05% vs +17.93% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSQO or VTI?
VTI has been the more volatile fund at 13.1% annualized versus 1.2% for PSQO. Worst drawdown: PSQO -0.8% vs VTI -19.3%.
Should I hold both PSQO and VTI?
PSQO and VTI have a monthly-return correlation of 0.69, 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, PSQO or VTI?
PSQO yields 4.50% while VTI yields 1.03%, so PSQO currently pays the higher dividend yield.
Is VTI better than PSQO?
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.