RNP vs VYM

RNP vs VYM

Which is better, RNP or VYM?

Allocation/Balanced against Large Cap Value.

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

Lower Fees: VYMHigher Returns: VYM

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

MetricRNPVYM
Expense Ratio1.78%0.04%Best
AUM$2,650.69$81.6B
Dividend Yield7.55%2.22%
Holdings327613
YTD Return+3.55%+13.15%Best
1Y Return-4.89%+17.82%Best
3Y Return (annualized)+10.49%+17.99%Best
5Y Return (annualized)+1.28%+12.16%Best
Volatility (annualized)29.2%14.5%Best
Max Drawdown-90.8%-58.8%Best
$10,000 over 5 years$10,657$17,750Best
Fund FamilyCohen & Steers FundsVanguard (US)
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Value
InceptionJun 27, 2003Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 10, 2026 (19.8 years).

RNP vs VYM 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 19.8 years both funds cover.

RNP vs VYM Performance

Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) is an ETF from Cohen & Steers Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year RNP returned -4.89% while VYM returned +17.82%. Year to date, RNP is up 3.55% versus a gain of 13.15% for VYM.

Over three years, RNP compounded at +10.49% per year against +17.99% for VYM; over five years the annualized figures are +1.28% and +12.16% respectively. Across the full 20-year window we track, VYM has the edge at +6.91% annualized vs +0.11%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RNP has been the more volatile fund, with annualized monthly volatility of 29.2% compared with 14.5% for VYM. 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 -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RNP charges 1.78% per year while VYM charges 0.04%. On a $10,000 position that is $178 vs $4 annually, a gap of $174 per year that compounds over a long holding period. On income, RNP currently yields 7.55% against 2.22% for VYM.

Holdings Overlap

VYM already in RNP2.1%

At least 2.1% of VYM'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.

VYM and RNP share little of their money.

The two holdings books were reported 91 days apart, RNP as of Mar 31, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

6 positions in common, counted across the 205 positions we hold weights for in RNP and 603 in VYM, against full books of 327 and 613.

Top Shared Holdings

StockWeight in RNPWeight in VYMDifference
CCitigroup Inc 6.875 11/73 6.88 2173-11-150.25%0.94%0.69%
NEENextera Energy Inc.0.42%0.76%0.34%
FITBFifth Third Bancorp0.32%0.21%0.11%
MTBM&t Bank Corp.0.35%0.15%0.20%
FHNFirst Horizon National Corp0.22%0.05%0.17%
CRBGCorebridge Financial Inc0.11%0.03%0.08%

You are not choosing between two funds in isolation.

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

RNPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RNP or VYM?

RNP has an expense ratio of 1.78% while VYM charges 0.04%. VYM is the cheaper option, by $174 a year on a $10,000 investment.

Which performed better, RNP or VYM?

Over the past year RNP returned -4.89% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), RNP annualized +0.11% vs +6.91% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RNP or VYM?

RNP has been the more volatile fund at 29.2% annualized versus 14.5% for VYM. Worst drawdown: RNP -90.8% vs VYM -58.8%.

Should I hold both RNP and VYM?

RNP and VYM have a monthly-return correlation of 0.72, 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 VYM?

At least 2.1% of VYM's money is in holdings RNP also owns. Our book for RNP is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 205 positions we hold weights for in RNP and 603 in VYM.

Which pays a higher dividend, RNP or VYM?

RNP yields 7.55% while VYM yields 2.22%, so RNP currently pays the higher dividend yield.

Is VYM better than RNP?

VYM has a lower expense ratio. VYM 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.