PSTR vs VOO

PSTR vs VOO

Which is better, PSTR or VOO?

Each has led over a different period.

VOO has a lower expense ratio. PSTR led over 1Y, VOO over the full window. The two have moved almost in lockstep, correlation 0.92. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 56.2%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricPSTRVOO
Expense Ratio1.06%0.03%Best
AUM$67M$997.4B
Dividend Yield4.66%1.04%
Holdings340509
YTD Return+11.38%Best+11.01%
1Y Return+16.26%Best+15.60%
3Y Return (annualized)-+20.82%
5Y Return (annualized)-+12.60%
Volatility (annualized)7.9%Best11.9%
Max Drawdown-13.7%Best-18.7%
$10,000 over 2.4 years$14,383$15,511Best
Top 10 Weight56.2%37.6%Best
Fund FamilyPeakShares LLCVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 30, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 30, 2024 to Sep 16, 2026 (2.4 years).

PSTR vs VOO 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 2.4 years both funds cover.

PSTR vs VOO Performance

PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PSTR returned +16.26% while VOO returned +15.60%. Year to date, PSTR is up 11.38% versus a gain of 11.01% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 7.9% for PSTR. 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 -13.7% for PSTR and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PSTR charges 1.06% per year while VOO charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, PSTR currently yields 4.66% against 1.04% for VOO.

Holdings Overlap

PSTR already in VOO27.8%
VOO already in PSTR44.0%

27.8% of PSTR's money is in holdings VOO also owns. 44.0% of VOO's money is in holdings PSTR also owns.

The two portfolios partly overlap.

49 positions in common, counted across the 91 positions we hold weights for in PSTR and 494 in VOO, against full books of 340 and 509.

What only one of them owns

Our book lists 438 positions for VOO that do not appear in our book for PSTR (55.2% of the fund), and 35 for PSTR that do not appear in VOO (65.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PSTRWeight in VOODifference
NVDANvidia Corp1.72%7.55%5.83%
AAPLApple, Inc0.76%7.05%6.29%
MSFTMicrosoft Corp2.43%5.36%2.93%
AMZNAmazon.Com Inc1.40%4.13%2.73%
GOOGAlphabet Inc1.56%2.62%1.06%
METAMeta Platforms Inc2.08%1.90%0.18%
AVGOBroadcom Inc0.30%2.86%2.56%
MUMicron Technology, Inc.1.07%1.44%0.37%
AMDAdvanced Micro Devices Inc0.55%1.21%0.66%
MRKMerck & Company Inc0.85%0.50%0.35%

44.0% of VOO is already inside PSTR.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PSTRVOO

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Frequently Asked Questions

Which is cheaper, PSTR or VOO?

PSTR has an expense ratio of 1.06% while VOO charges 0.03%. VOO is the cheaper option, by $103 a year on a $10,000 investment.

Which performed better, PSTR or VOO?

Over the past year PSTR returned +16.26% vs +15.60% for VOO, so PSTR leads on 1-year performance. Over the longest common window we track (2 years), PSTR annualized +16.35% vs +20.07% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSTR or VOO?

VOO has been the more volatile fund at 11.9% annualized versus 7.9% for PSTR. Worst drawdown: PSTR -13.7% vs VOO -18.7%.

Should I hold both PSTR and VOO?

PSTR and VOO have a monthly-return correlation of 0.92, 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.

What is the holdings overlap between PSTR and VOO?

44.0% of VOO's money is in holdings PSTR also owns. 44.0% of VOO's is in holdings PSTR also owns. They hold 49 positions in common, counted across the 91 positions we hold weights for in PSTR and 494 in VOO.

Which pays a higher dividend, PSTR or VOO?

PSTR yields 4.66% while VOO yields 1.04%, so PSTR currently pays the higher dividend yield.

Is VOO better than PSTR?

VOO has a lower expense ratio. PSTR led over 1Y, VOO over the full window. The two have moved almost in lockstep, correlation 0.92. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 56.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.