PUI vs VYM

PUI vs VYM

Which is better, PUI or VYM?

Mid Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.7%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricPUIVYM
Expense Ratio0.60%0.04%Best
AUM$52M$81.6B
Dividend Yield2.15%2.22%
Holdings38613
YTD Return-3.00%+11.35%Best
1Y Return-2.50%+15.34%Best
3Y Return (annualized)+12.22%+17.22%Best
5Y Return (annualized)+7.36%+12.30%Best
Volatility (annualized)14.3%Best14.6%
Max Drawdown-45.8%Best-58.8%
$10,000 over 5 years$14,263$17,861Best
Top 10 Weight36.7%26.1%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionOct 26, 2005Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 18, 2026 (19.8 years).

PUI vs VYM 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 19.8 years both funds cover.

PUI vs VYM Performance

Invesco Dorsey Wright Utilities Momentum ETF (PUI) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PUI returned -2.50% while VYM returned +15.34%. Year to date, PUI is down 3.00% versus a gain of 11.35% for VYM.

Over three years, PUI compounded at +12.22% per year against +17.22% for VYM; over five years the annualized figures are +7.36% and +12.30% respectively. Across the full 20-year window we track, VYM has the edge at +6.82% annualized vs +4.80%.

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 14.3% for PUI. 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 -45.8% for PUI and -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PUI charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, PUI currently yields 2.15% against 2.22% for VYM.

Holdings Overlap

PUI already in VYM80.2%
VYM already in PUI4.0%

80.2% of PUI's money is in holdings VYM also owns. 4.0% of VYM's money is in holdings PUI also owns.

Most of PUI is already inside VYM. Owning both mostly buys the same companies twice.

27 positions in common, counted across the 35 positions we hold weights for in PUI and 557 in VYM, against full books of 38 and 613.

What only one of them owns

Measured across the 35 and 557 positions we hold weights for.

VYM holds 501 positions PUI does not, 93.1% of the fund.

Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%

Top Shared Holdings

StockWeight in PUIWeight in VYMDifference
OKEOneok Inc.4.36%0.23%4.13%
EVRGEvergy Inc.3.92%0.08%3.84%
SRESempra Common Stock3.71%0.24%3.47%
DUKDuke Energy Corp3.45%0.40%3.05%
ATOAtmos Energy Corp3.62%0.12%3.50%
DTEDte Energy Co.3.57%0.12%3.45%
AEPAmerican Electric Power Co Inc3.32%0.28%3.04%
ETREntergy Corp.3.39%0.20%3.19%
SOSouthern Co.3.07%0.43%2.64%
WECWec Energy Group Inc.3.30%0.14%3.16%

80.2% of PUI is already inside VYM.

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

PUIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PUI or VYM?

PUI has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, PUI or VYM?

Over the past year PUI returned -2.50% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), PUI annualized +4.80% vs +6.82% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PUI or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 14.3% for PUI. Worst drawdown: PUI -45.8% vs VYM -58.8%.

Should I hold both PUI and VYM?

PUI and VYM have a monthly-return correlation of 0.63, 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 PUI and VYM?

80.2% of PUI's money is in holdings VYM also owns. 4.0% of VYM's is in holdings PUI also owns. They hold 27 positions in common, counted across the 35 positions we hold weights for in PUI and 557 in VYM.

Which pays a higher dividend, PUI or VYM?

PUI yields 2.15% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than PUI?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.