PAB vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricPABVTIWinner
Expense Ratio0.19%0.03%
AUM$70M$663.5B
Dividend Yield5.30%1.07%
Holdings5223,543
YTD Return-0.39%+10.14%
1Y Return+3.04%+19.82%
3Y Return (annualized)+4.39%+18.94%
5Y Return (annualized)-0.38%+11.79%
Volatility (annualized)6.5%15.4%
Max Drawdown-19.3%-56.6%
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 12, 2021May 24, 2001

PAB vs VTI Performance

PGIM Active Aggregate Bond ETF (PAB) is a ETF from PGIM Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PAB returned +3.04% while VTI returned +19.82%. Year to date, PAB is down 0.39% versus a gain of 10.14% for VTI.

Over three years, PAB compounded at +4.39% per year against +18.94% for VTI; over five years the annualized figures are -0.38% and +11.79% respectively. Across the full 5-year window we track, VTI has the edge at +7.99% annualized vs +0.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 6.5% for PAB. 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 -19.3% for PAB and -56.6% for VTI. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PAB charges 0.19% per year while VTI charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, PAB currently yields 5.30% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

PAB and VTI share 0 holdings out of 3193 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PAB or VTI?

PAB has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, PAB or VTI?

Over the past year PAB returned +3.04% vs +19.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), PAB annualized +0.08% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, PAB or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 6.5% for PAB. Worst drawdown: PAB -19.3% vs VTI -56.6%.

Should I hold both PAB and VTI?

PAB and VTI have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PAB and VTI?

PAB and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3193 unique securities.

Which pays a higher dividend, PAB or VTI?

PAB yields 5.30% while VTI yields 1.07%, so PAB currently pays the higher dividend yield.

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