PBUS vs VYM
PBUS vs VYM
Invesco MSCI USA ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | PBUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.04% | |
| AUM | $11.3B | $79.0B | |
| Dividend Yield | 1.02% | 2.86% | |
| Holdings | 540 | 568 | |
| YTD Return | +12.45% | +15.45% | |
| 1Y Return | +22.53% | +26.05% | |
| 3Y Return (annualized) | +20.84% | +17.96% | |
| 5Y Return (annualized) | +12.64% | +12.54% | |
| Volatility (annualized) | 16.1% | 14.6% | |
| Max Drawdown | -33.2% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 22, 2017 | Nov 10, 2006 |
PBUS vs VYM Performance
Invesco MSCI USA ETF (PBUS) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PBUS returned +22.53% while VYM returned +26.05%. Year to date, PBUS is up 12.45% versus a gain of 15.45% for VYM.
Over three years, PBUS compounded at +20.84% per year against +17.96% for VYM; over five years the annualized figures are +12.64% and +12.54% respectively. Across the full 9-year window we track, PBUS has the edge at +15.18% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PBUS has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.6% for VYM. 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 -33.2% for PBUS and -58.8% for VYM. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PBUS charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, PBUS currently yields 1.02% against 2.86% for VYM.
Holdings Overlap
PBUS and VYM share 208 holdings out of 851 unique holdings combined, representing a 32.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in PBUS | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 2.62% | 6.47% | 3.85% |
| JPM | 1.38% | 3.36% | 1.98% |
| XOM | 0.88% | 2.83% | 1.95% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
See all 10 holdings PBUS shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, PBUS or VYM?
PBUS has an expense ratio of 0.04% while VYM charges 0.04%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, PBUS or VYM?
Over the past year PBUS returned +22.53% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), PBUS annualized +15.18% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, PBUS or VYM?
PBUS has been the more volatile fund at 16.1% annualized versus 14.6% for VYM. Worst drawdown: PBUS -33.2% vs VYM -58.8%.
Should I hold both PBUS and VYM?
PBUS and VYM have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PBUS and VYM?
PBUS and VYM share 208 common holdings with a 32.3% weight overlap. Combined, they hold 851 unique securities.
Which pays a higher dividend, PBUS or VYM?
PBUS yields 1.02% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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