PYZ vs VOO

Quick Verdict

VOO has a lower expense ratio. PYZ delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: PYZMore Diversified: VOO

Side-by-Side Comparison

MetricPYZVOOWinner
Expense Ratio0.60%0.03%
AUM$74M$979.0B
Dividend Yield0.47%1.09%
Holdings45509
YTD Return+13.82%+13.79%
1Y Return+29.60%+23.01%
3Y Return (annualized)+16.20%+21.78%
5Y Return (annualized)+7.72%+13.39%
Volatility (annualized)24.1%14.1%
Max Drawdown-65.7%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 12, 2006Sep 7, 2010

PYZ vs VOO Performance

Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PYZ returned +29.60% while VOO returned +23.01%. Year to date, PYZ is up 13.82% versus a gain of 13.79% for VOO.

Over three years, PYZ compounded at +16.20% per year against +21.78% for VOO; over five years the annualized figures are +7.72% and +13.39% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +8.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PYZ has been the more volatile fund, with annualized monthly volatility of 24.1% 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 -65.7% for PYZ 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PYZ charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, PYZ currently yields 0.47% against 1.09% for VOO.

Holdings Overlap

1.1%overlap

PYZ and VOO share 12 holdings out of 536 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PYZWeight in VOODifference
CF4.64%0.03%4.61%
STLD3.89%0.05%3.84%
CTVA3.65%0.09%3.56%
FCXProProPro
DDProProPro
NEMProProPro
LIN:IEProProPro
NUEProProPro
ALBProProPro
ECLProProPro
FundXLS Pro
See all 10 holdings PYZ shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, PYZ or VOO?

PYZ has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, PYZ or VOO?

Over the past year PYZ returned +29.60% vs +23.01% for VOO, so PYZ leads on 1-year performance. Over the longest common window we track (16 years), PYZ annualized +8.76% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, PYZ or VOO?

PYZ has been the more volatile fund at 24.1% annualized versus 14.1% for VOO. Worst drawdown: PYZ -65.7% vs VOO -34.3%.

Should I hold both PYZ and VOO?

PYZ and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PYZ and VOO?

PYZ and VOO share 12 common holdings with a 1.1% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, PYZ or VOO?

PYZ yields 0.47% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.