RNP vs VTI

RNP vs VTI

Which is better, RNP or VTI?

Allocation/Balanced against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricRNPVTI
Expense Ratio1.78%0.03%Best
AUM$2,650.69$666.9B
Dividend Yield7.55%1.03%
Holdings3273,543
YTD Return+3.93%+12.28%Best
1Y Return-5.51%+16.78%Best
3Y Return (annualized)+10.09%+20.89%Best
5Y Return (annualized)+1.94%+11.94%Best
Volatility (annualized)27.4%15.0%Best
Max Drawdown-90.8%-56.6%Best
$10,000 over 5 years$11,008$17,576Best
Fund FamilyCohen & Steers FundsVanguard (US)
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Blend
InceptionJun 27, 2003May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 25, 2003 to Sep 17, 2026 (23.2 years).

RNP vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 23.2 years both funds cover.

RNP vs VTI Performance

Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) is an ETF from Cohen & Steers Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year RNP returned -5.51% while VTI returned +16.78%. Year to date, RNP is up 3.93% versus a gain of 12.28% for VTI.

Over three years, RNP compounded at +10.09% per year against +20.89% for VTI; over five years the annualized figures are +1.94% and +11.94% respectively. Across the full 23-year window we track, VTI has the edge at +9.80% annualized vs +0.95%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RNP has been the more volatile fund, with annualized monthly volatility of 27.4% compared with 15.0% for VTI. 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 -90.8% for RNP and -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RNP charges 1.78% per year while VTI charges 0.03%. On a $10,000 position that is $178 vs $3 annually, a gap of $175 per year that compounds over a long holding period. On income, RNP currently yields 7.55% against 1.03% for VTI.

Holdings Overlap

VTI already in RNP2.3%

At least 2.3% of VTI's money is in holdings RNP also owns.

Only one direction is shown: for RNP, our book for it lists positions totalling 115.9% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

VTI and RNP share little of their money.

The two holdings books were reported 122 days apart, RNP as of Mar 31, 2026 and VTI as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

40 positions in common, counted across the 205 positions we hold weights for in RNP and 3,463 in VTI, against full books of 327 and 3,543.

Top Shared Holdings

StockWeight in RNPWeight in VTIDifference
WELLWelltower, Inc.10.42%0.23%10.19%
DLRDigital Realty Trust Inc.6.76%0.09%6.67%
AMTAmerican Tower Corporation5.11%0.11%5.00%
CCICrown Castle International Corp4.51%0.05%4.46%
PLDPrologis Inc4.31%0.19%4.12%
EXRExtra Space Storage Inc.2.87%0.04%2.83%
EQIXEquinix Inc. Real Estate Investment Trust2.59%0.14%2.45%
KIMKimco Realty Corp.2.52%0.02%2.50%
IRMIron Mtn Inc New Com Npv2.48%0.05%2.43%
ELSEquity Lifestyle Properties, Inc.2.37%0.02%2.35%

You are not choosing between two funds in isolation.

Whichever of RNP and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RNPVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RNP or VTI?

RNP has an expense ratio of 1.78% while VTI charges 0.03%. VTI is the cheaper option, by $175 a year on a $10,000 investment.

Which performed better, RNP or VTI?

Over the past year RNP returned -5.51% vs +16.78% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (23 years), RNP annualized +0.95% vs +9.80% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RNP or VTI?

RNP has been the more volatile fund at 27.4% annualized versus 15.0% for VTI. Worst drawdown: RNP -90.8% vs VTI -56.6%.

Should I hold both RNP and VTI?

RNP and VTI have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between RNP and VTI?

At least 2.3% of VTI's money is in holdings RNP also owns. Our book for RNP is partial, so the real figure is this or higher. They hold 40 positions in common, counted across the 205 positions we hold weights for in RNP and 3,463 in VTI.

Which pays a higher dividend, RNP or VTI?

RNP yields 7.55% while VTI yields 1.03%, so RNP currently pays the higher dividend yield.

Is VTI better than RNP?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.