EDV vs RSP

EDV vs RSP

Which is better, EDV or RSP?

Long Term Government Bond against Large Cap Blend.

EDV has a lower expense ratio. RSP led over 1Y, 3Y, 5Y and the full window.

Lower Fees: EDVHigher Returns: RSP

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEDVRSP
Expense Ratio0.05%Best0.20%
AUM$3.8B$99.6B
Dividend Yield5.42%1.46%
Holdings83511
YTD Return-5.38%+12.20%Best
1Y Return-7.87%+16.24%Best
3Y Return (annualized)-3.80%+14.98%Best
5Y Return (annualized)-12.87%+8.44%Best
Volatility (annualized)21.8%17.7%Best
Max Drawdown-62.0%-57.4%Best
$10,000 over 5 years$5,022$14,995Best
Fund FamilyVanguard (US)Invesco (US)
CategoryFixed IncomeEquity
StyleLong Term Government BondLarge Cap Blend
InceptionDec 6, 2007Apr 24, 2003

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2007 to Sep 9, 2026 (18.7 years).

EDV vs RSP growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 18.7 years both funds cover.

Compare EDV against instead:EDV vs SPYEDV vs QQQEDV vs VOOEDV vs VTIRSP against:RSP vs VXUS

EDV vs RSP Performance

Vanguard Extended Duration Treasury ETF (EDV) is an ETF from Vanguard (US) and Invesco S&P 500 Equal Weight ETF (RSP) is an ETF from Invesco (US). Over the past year EDV returned -7.87% while RSP returned +16.24%. Year to date, EDV is down 5.38% versus a gain of 12.20% for RSP.

Over three years, EDV compounded at -3.80% per year against +14.98% for RSP; over five years the annualized figures are -12.87% and +8.44% respectively. Across the full 19-year window we track, RSP has the edge at +8.79% annualized vs -1.46%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 17.7% for RSP. 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 -62.0% for EDV and -57.4% for RSP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.14. They move largely independently of each other.

Fees and Cost Over Time

EDV charges 0.05% per year while RSP charges 0.20%. On a $10,000 position that is $5 vs $20 annually, a gap of $15 per year that compounds over a long holding period. On income, EDV currently yields 5.42% against 1.46% for RSP.

Holdings Overlap

We hold position weights for 76 holdings in EDV and 463 in RSP, totalling 96.9% and 91.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 76 positions we hold weights for in EDV and 463 in RSP, against full books of 83 and 511.

What only one of them owns

Measured across the 76 and 463 positions we hold weights for.

RSP holds 456 positions EDV does not, 90.4% of the fund.

Largest: ZBRA 0.32%, PYPL 0.27%, EXPE 0.27%, GPN 0.27%, BAX 0.26%

You are not choosing between two funds in isolation.

Whichever of EDV and RSP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EDVRSP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EDV or RSP?

EDV has an expense ratio of 0.05% while RSP charges 0.20%. EDV is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, EDV or RSP?

Over the past year EDV returned -7.87% vs +16.24% for RSP, so RSP leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.46% vs +8.79% for RSP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EDV or RSP?

EDV has been the more volatile fund at 21.8% annualized versus 17.7% for RSP. Worst drawdown: EDV -62.0% vs RSP -57.4%.

Should I hold both EDV and RSP?

EDV and RSP have a monthly-return correlation of -0.14, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EDV or RSP?

EDV yields 5.42% while RSP yields 1.46%, so EDV currently pays the higher dividend yield.

Is RSP better than EDV?

EDV has a lower expense ratio. RSP led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.