RSBA vs VOO
Return Stacked Bonds & Merger Arbitrage 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 509 holdings.
Side-by-Side Comparison
| Metric | RSBA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.03% | |
| AUM | $53M | $997.4B | |
| Dividend Yield | 2.88% | 1.08% | |
| Holdings | 16 | 509 | |
| YTD Return | -1.36% | +13.20% | |
| 1Y Return | -2.76% | +21.62% | |
| 3Y Return (annualized) | - | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 4.9% | 14.1% | |
| Max Drawdown | -5.9% | -34.3% | |
| Fund Family | Return Stacked ETF | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 17, 2024 | Sep 7, 2010 |
RSBA vs VOO Performance
Return Stacked Bonds & Merger Arbitrage ETF (RSBA) is a ETF from Return Stacked ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RSBA returned -2.76% while VOO returned +21.62%. Year to date, RSBA is down 1.36% versus a gain of 13.20% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.9% for RSBA. 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 -5.9% for RSBA 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RSBA charges 1.01% per year while VOO charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, RSBA currently yields 2.88% against 1.08% for VOO.
Holdings Overlap
RSBA and VOO share 1 holdings out of 515 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in RSBA | Weight in VOO | Difference |
|---|---|---|---|
| BSX | -1.86% | 0.10% | 1.96% |
Frequently Asked Questions
Which is cheaper, RSBA or VOO?
RSBA has an expense ratio of 1.01% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, RSBA or VOO?
Over the past year RSBA returned -2.76% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), RSBA annualized +1.59% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, RSBA or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.9% for RSBA. Worst drawdown: RSBA -5.9% vs VOO -34.3%.
Should I hold both RSBA and VOO?
RSBA and VOO have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSBA and VOO?
RSBA and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, RSBA or VOO?
RSBA yields 2.88% while VOO yields 1.08%, so RSBA currently pays the higher dividend yield.
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