EDV vs RSP

EDV vs RSP
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Quick Verdict

EDV has a lower expense ratio. RSP delivered stronger 1-year returns. RSP offers more diversification with 511 holdings.

Lower Fees: EDVHigher Returns: RSPMore Diversified: RSP

Side-by-Side Comparison

MetricEDVRSPWinner
Expense Ratio0.05%0.20%
AUM$3.4B$100.1B
Dividend Yield5.42%1.49%
Holdings163511
YTD Return-5.40%+15.15%
1Y Return-3.65%+20.06%
3Y Return (annualized)-3.12%+16.13%
5Y Return (annualized)-12.98%+9.24%
Volatility (annualized)21.8%16.5%
Max Drawdown-62.0%-60.9%
Fund FamilyVanguard (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionDec 6, 2007Apr 24, 2003

EDV vs RSP Performance

Vanguard Extended Duration Treasury ETF (EDV) is a ETF from Vanguard (US) and Invesco S&P 500 Equal Weight ETF (RSP) is a ETF from Invesco (US). Over the past year EDV returned -3.65% while RSP returned +20.06%. Year to date, EDV is down 5.40% versus a gain of 15.15% for RSP.

Over three years, EDV compounded at -3.12% per year against +16.13% for RSP; over five years the annualized figures are -12.98% and +9.24% respectively. Across the full 19-year window we track, RSP has the edge at +10.09% annualized vs -1.47%. 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 16.5% 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 -60.9% for RSP. 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 -0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.49% for RSP.

Holdings Overlap

0.0%overlap

EDV and RSP share 0 holdings out of 509 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, EDV or RSP?

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

Which performed better, EDV or RSP?

Over the past year EDV returned -3.65% vs +20.06% for RSP, so RSP leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.47% vs +10.09% for RSP. Past performance does not guarantee future results.

Which is riskier, EDV or RSP?

EDV has been the more volatile fund at 21.8% annualized versus 16.5% for RSP. Worst drawdown: EDV -62.0% vs RSP -60.9%.

Should I hold both EDV and RSP?

EDV and RSP have a monthly-return correlation of -0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EDV and RSP?

EDV and RSP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, EDV or RSP?

EDV yields 5.42% while RSP yields 1.49%, so EDV currently pays the higher dividend yield.

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