RNWZ vs VYM

RNWZ vs VYM

Which is better, RNWZ or VYM?

All Cap Blend against Large Cap Value.

VYM has a lower expense ratio. RNWZ led over 1Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 62.8%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricRNWZVYM
Expense Ratio0.75%0.04%Best
AUM$6M$81.6B
Dividend Yield1.24%2.24%
Holdings24613
Volatility (annualized)19.9%12.2%Best
Max Drawdown-24.9%-14.5%Best
$10,000 over 2.5 years$10,361$12,859Best
Top 10 Weight62.8%25.9%Best
Fund FamilyTrueSharesVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Value
InceptionDec 8, 2022Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 448 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. RNWZ has data through Jun 13, 2025 and VYM through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Dec 9, 2022 to Jun 13, 2025 (2.5 years).

Risk: Volatility and Drawdowns

RNWZ has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 12.2% 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 -24.9% for RNWZ and -14.5% 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 0.54. They move together some of the time, and apart the rest.

Fees and Cost Over Time

RNWZ charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, RNWZ currently yields 1.24% against 2.24% for VYM.

Holdings Overlap

RNWZ already in VYM37.5%
VYM already in RNWZ1.7%

37.5% of RNWZ's money is in holdings VYM also owns. 1.7% of VYM's money is in holdings RNWZ also owns.

The two portfolios partly overlap.

The two holdings books were reported 61 days apart, RNWZ as of Apr 30, 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.

8 positions in common, counted across the 24 positions we hold weights for in RNWZ and 603 in VYM, against full books of 24 and 613.

What only one of them owns

Our book lists 562 positions for VYM that do not appear in our book for RNWZ (95.8% of the fund), and 5 for RNWZ that do not appear in VYM (14.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in RNWZWeight in VYMDifference
AEPAmerican Electric Power Co Inc9.72%0.31%9.41%
NEENextera Energy Inc6.94%0.76%6.18%
HASIHa Sustainable Infrastructure Capital Inc6.78%0.02%6.76%
CWENClearway Energy, Inc., Class C6.19%0.02%6.17%
NRGNrg Energy2.45%0.12%2.33%
DUKDuke Energy Corp1.82%0.41%1.41%
BKHBlack Hills Corp1.83%0.02%1.81%
OTTROtter Tail Corp.1.82%0.01%1.81%

37.5% of RNWZ is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RNWZVYM

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Frequently Asked Questions

Which is cheaper, RNWZ or VYM?

RNWZ has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

Which is riskier, RNWZ or VYM?

RNWZ has been the more volatile fund at 19.9% annualized versus 12.2% for VYM. Worst drawdown: RNWZ -24.9% vs VYM -14.5%.

Should I hold both RNWZ and VYM?

RNWZ and VYM have a monthly-return correlation of 0.54, 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 RNWZ and VYM?

37.5% of RNWZ's money is in holdings VYM also owns. 1.7% of VYM's is in holdings RNWZ also owns. They hold 8 positions in common, counted across the 24 positions we hold weights for in RNWZ and 603 in VYM.

Which pays a higher dividend, RNWZ or VYM?

RNWZ yields 1.24% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than RNWZ?

VYM has a lower expense ratio. RNWZ led over 1Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 62.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.