RMOP 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

MetricRMOPVXUSWinner
Expense Ratio0.80%0.05%
AUM$437M$156.5B
Dividend Yield5.61%2.60%
Holdings2718,747
YTD Return+3.62%+14.57%
1Y Return+9.60%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)5.5%15.1%
Max Drawdown-6.8%-39.9%
Fund FamilyRockefeller Capital ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionAug 12, 2024Jan 26, 2011

RMOP vs VXUS Performance

Rockefeller Opportunistic Municipal Bond ETF (RMOP) is a ETF from Rockefeller Capital Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year RMOP returned +9.60% while VXUS returned +27.82%. Year to date, RMOP is up 3.62% 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 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 -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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RMOP charges 0.80% per year while VXUS charges 0.05%. On a $10,000 position that is $80 vs $5 annually, a gap of $75 per year that compounds over a long holding period. On income, RMOP currently yields 5.61% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

RMOP and VXUS share 0 holdings out of 7924 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 VXUS?

RMOP has an expense ratio of 0.80% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, RMOP or VXUS?

Over the past year RMOP returned +9.60% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), RMOP annualized +5.03% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, RMOP or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 5.5% for RMOP. Worst drawdown: RMOP -6.8% vs VXUS -39.9%.

Should I hold both RMOP and VXUS?

RMOP and VXUS have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RMOP and VXUS?

RMOP and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7924 unique securities.

Which pays a higher dividend, RMOP or VXUS?

RMOP yields 5.61% while VXUS yields 2.60%, so RMOP currently pays the higher dividend yield.

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