RMCA vs VOO
RMCA vs VOO
Rockefeller California Municipal Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | RMCA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $19M | $979.0B | |
| Dividend Yield | 4.72% | 1.09% | |
| Holdings | 65 | 509 | |
| YTD Return | +2.09% | +13.80% | |
| 1Y Return | +7.38% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 5.0% | 14.1% | |
| Max Drawdown | -6.3% | -34.3% | |
| Fund Family | Rockefeller Capital Management | Vanguard (US) | |
| Category | Tax Preferred | Equity | |
| Inception | Aug 12, 2024 | Sep 7, 2010 |
RMCA vs VOO Performance
Rockefeller California Municipal Bond ETF (RMCA) is a ETF from Rockefeller Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RMCA returned +7.38% while VOO returned +23.71%. Year to date, RMCA is up 2.09% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.0% for RMCA. 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 -6.3% for RMCA and -34.3% for VOO. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RMCA charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, RMCA currently yields 4.72% against 1.09% for VOO.
Holdings Overlap
RMCA and VOO share 0 holdings out of 525 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, RMCA or VOO?
RMCA has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, RMCA or VOO?
Over the past year RMCA returned +7.38% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), RMCA annualized +2.08% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, RMCA or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.0% for RMCA. Worst drawdown: RMCA -6.3% vs VOO -34.3%.
Should I hold both RMCA and VOO?
RMCA and VOO have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RMCA and VOO?
RMCA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, RMCA or VOO?
RMCA yields 4.72% while VOO yields 1.09%, so RMCA currently pays the higher dividend yield.
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