PSH 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

MetricPSHVTIWinner
Expense Ratio0.45%0.03%
AUM$173M$663.5B
Dividend Yield7.18%1.07%
Holdings6043,543
YTD Return-1.24%+13.57%
1Y Return+0.68%+24.23%
3Y Return (annualized)-+20.73%
5Y Return (annualized)-+12.24%
Volatility (annualized)8.7%15.3%
Max Drawdown-14.0%-56.6%
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 14, 2023May 24, 2001

PSH vs VTI Performance

PGIM Short Duration High Yield ETF (PSH) is a ETF from PGIM Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PSH returned +0.68% while VTI returned +24.23%. Year to date, PSH is down 1.24% versus a gain of 13.57% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 8.7% for PSH. 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 -14.0% for PSH 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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PSH charges 0.45% per year while VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, PSH currently yields 7.18% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

PSH and VTI share 1 holdings out of 3146 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PSHWeight in VTIDifference
GEN0.53%0.02%0.51%

Frequently Asked Questions

Which is cheaper, PSH or VTI?

PSH has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, PSH or VTI?

Over the past year PSH returned +0.68% vs +24.23% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), PSH annualized -0.38% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, PSH or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 8.7% for PSH. Worst drawdown: PSH -14.0% vs VTI -56.6%.

Should I hold both PSH and VTI?

PSH and VTI have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSH and VTI?

PSH and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 3146 unique securities.

Which pays a higher dividend, PSH or VTI?

PSH yields 7.18% while VTI yields 1.07%, so PSH currently pays the higher dividend yield.

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