RMNY vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricRMNYVXUSWinner
Expense Ratio0.55%0.05%
AUM$28M$156.5B
Dividend Yield4.68%2.60%
Holdings848,747
YTD Return+2.35%+14.57%
1Y Return+7.63%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)4.5%15.1%
Max Drawdown-5.9%-39.9%
Fund FamilyRockefeller Capital ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionAug 12, 2024Jan 26, 2011

RMNY vs VXUS Performance

Rockefeller New York Municipal Bond ETF (RMNY) is a ETF from Rockefeller Capital Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year RMNY returned +7.63% while VXUS returned +27.82%. Year to date, RMNY is up 2.35% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.5% for RMNY. 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 -5.9% for RMNY and -39.9% for VXUS. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RMNY charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, RMNY currently yields 4.68% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

RMNY and VXUS share 0 holdings out of 7891 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, RMNY or VXUS?

RMNY has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, RMNY or VXUS?

Over the past year RMNY returned +7.63% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), RMNY annualized +2.74% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, RMNY or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.5% for RMNY. Worst drawdown: RMNY -5.9% vs VXUS -39.9%.

Should I hold both RMNY and VXUS?

RMNY and VXUS have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RMNY and VXUS?

RMNY and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7891 unique securities.

Which pays a higher dividend, RMNY or VXUS?

RMNY yields 4.68% while VXUS yields 2.60%, so RMNY currently pays the higher dividend yield.

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