RMOP vs VOO
Rockefeller Opportunistic 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 | RMOP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $437M | $979.0B | |
| Dividend Yield | 5.61% | 1.09% | |
| Holdings | 271 | 509 | |
| YTD Return | +3.48% | +13.79% | |
| 1Y Return | +9.33% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 5.5% | 14.1% | |
| Max Drawdown | -6.8% | -34.3% | |
| Fund Family | Rockefeller Capital Management | Vanguard (US) | |
| Category | Tax Preferred | Equity | |
| Inception | Aug 12, 2024 | Sep 7, 2010 |
RMOP vs VOO Performance
Rockefeller Opportunistic Municipal Bond ETF (RMOP) is a ETF from Rockefeller Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RMOP returned +9.33% while VOO returned +23.01%. Year to date, RMOP is up 3.48% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.5% for RMOP. 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 -6.8% for RMOP 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RMOP charges 0.80% per year while VOO charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, RMOP currently yields 5.61% against 1.09% for VOO.
Holdings Overlap
RMOP and VOO share 0 holdings out of 568 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, RMOP or VOO?
RMOP has an expense ratio of 0.80% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, RMOP or VOO?
Over the past year RMOP returned +9.33% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), RMOP annualized +4.93% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, RMOP or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.5% for RMOP. Worst drawdown: RMOP -6.8% vs VOO -34.3%.
Should I hold both RMOP and VOO?
RMOP and VOO 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 RMOP and VOO?
RMOP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 568 unique securities.
Which pays a higher dividend, RMOP or VOO?
RMOP yields 5.61% while VOO yields 1.09%, so RMOP currently pays the higher dividend yield.
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