PWB vs VOO

PWB vs VOO
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Quick Verdict

VOO has a lower expense ratio. PWB delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: PWBMore Diversified: VOO

Side-by-Side Comparison

MetricPWBVOOWinner
Expense Ratio0.55%0.03%
AUM$2.5B$997.4B
Dividend Yield0.00%1.08%
Holdings53509
YTD Return+21.09%+12.68%
1Y Return+32.16%+21.87%
3Y Return (annualized)+31.05%+22.06%
5Y Return (annualized)+15.29%+12.95%
Volatility (annualized)16.6%14.1%
Max Drawdown-52.6%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 3, 2005Sep 7, 2010

PWB vs VOO Performance

Invesco Large Cap Growth ETF (PWB) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PWB returned +32.16% while VOO returned +21.87%. Year to date, PWB is up 21.09% versus a gain of 12.68% for VOO.

Over three years, PWB compounded at +31.05% per year against +22.06% for VOO; over five years the annualized figures are +15.29% and +12.95% respectively. Across the full 16-year window we track, VOO has the edge at +13.47% annualized vs +12.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PWB has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.1% for VOO. 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 -52.6% for PWB 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PWB charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, PWB currently yields 0.00% against 1.08% for VOO.

Holdings Overlap

30.4%overlap

PWB and VOO share 46 holdings out of 510 unique holdings combined, representing a 30.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PWBWeight in VOODifference
NVDA2.91%7.51%4.60%
AAPL2.93%6.59%3.66%
AMZN2.91%3.62%0.71%
GOOGLProProPro
MUProProPro
AMATProProPro
AVGOProProPro
LRCXProProPro
METAProProPro
CATProProPro
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Frequently Asked Questions

Which is cheaper, PWB or VOO?

PWB has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, PWB or VOO?

Over the past year PWB returned +32.16% vs +21.87% for VOO, so PWB leads on 1-year performance. Over the longest common window we track (16 years), PWB annualized +12.10% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, PWB or VOO?

PWB has been the more volatile fund at 16.6% annualized versus 14.1% for VOO. Worst drawdown: PWB -52.6% vs VOO -34.3%.

Should I hold both PWB and VOO?

PWB and VOO have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between PWB and VOO?

PWB and VOO share 46 common holdings with a 30.4% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, PWB or VOO?

PWB yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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