PSWD vs VTI

PSWD vs VTI

Which is better, PSWD or VTI?

Each has led over a different period.

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

Lower Fees: VTIHigher Returns: split

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

MetricPSWDVTI
Expense Ratio0.20%0.03%Best
AUM$5M$666.9B
Dividend Yield0.56%1.03%
Holdings533,543
YTD Return+33.51%Best+12.57%
1Y Return+19.62%Best+17.22%
3Y Return (annualized)-+20.87%
5Y Return (annualized)-+11.86%
Volatility (annualized)21.7%12.2%Best
Max Drawdown-23.7%-19.3%Best
$10,000 over 2.6 years$14,146$15,757Best
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 13, 2023May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 7, 2024 to Sep 11, 2026 (2.6 years).

PSWD 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 2.6 years both funds cover.

PSWD vs VTI Performance

Xtrackers Cybersecurity Select Equity ETF (PSWD) is an ETF from Xtrackers ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PSWD returned +19.62% while VTI returned +17.22%. Year to date, PSWD is up 33.51% versus a gain of 12.57% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSWD has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 12.2% for VTI. 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 -23.7% for PSWD 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 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PSWD charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, PSWD currently yields 0.56% against 1.03% for VTI.

Holdings Overlap

PSWD already in VTI64.7%

At least 64.7% of PSWD's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

21 positions in common, counted across the 53 positions we hold weights for in PSWD and 2,787 in VTI, against full books of 53 and 3,543.

Top Shared Holdings

StockWeight in PSWDWeight in VTIDifference
PANWPalo Alto Networks Inc.4.79%0.38%4.41%
ZSZscaler, Inc5.13%0.02%5.11%
BAHBooz Allen Hamilton Holding Corp.4.95%0.00%4.95%
RBRKRubrik Inc Class A Shares4.81%0.02%4.79%
CRWDCrowdstrike Holdings Inc. Class A4.55%0.25%4.30%
CRWVCoreweave4.69%0.05%4.64%
SSentinelOne Inc4.24%0.00%4.24%
FTNTFortinet Inc.4.09%0.13%3.96%
OKTAOkta Inc.4.02%0.03%3.99%
AKAMAkamai Technologies Inc.3.96%0.02%3.94%

64.7% of PSWD is already inside VTI.

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

PSWDVTI

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Frequently Asked Questions

Which is cheaper, PSWD or VTI?

PSWD has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, PSWD or VTI?

Over the past year PSWD returned +19.62% vs +17.22% for VTI, so PSWD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSWD or VTI?

PSWD has been the more volatile fund at 21.7% annualized versus 12.2% for VTI. Worst drawdown: PSWD -23.7% vs VTI -19.3%.

Should I hold both PSWD and VTI?

PSWD and VTI have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between PSWD and VTI?

At least 64.7% of PSWD's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 21 positions in common, counted across the 53 positions we hold weights for in PSWD and 2,787 in VTI.

Which pays a higher dividend, PSWD or VTI?

PSWD yields 0.56% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than PSWD?

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