RSBY vs VTI

RSBY vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricRSBYVTIWinner
Expense Ratio1.01%0.03%
AUM$55M$666.9B
Dividend Yield1.78%1.07%
Holdings353,543
YTD Return+17.41%+13.14%
1Y Return+12.88%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)13.8%15.3%
Max Drawdown-23.4%-56.6%
Fund FamilyReturn Stacked ETFVanguard (US)
CategoryAlternativeEquity
InceptionAug 20, 2024May 24, 2001

RSBY vs VTI Performance

Return Stacked Bonds & Futures Yield ETF (RSBY) is a ETF from Return Stacked ETF and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RSBY returned +12.88% while VTI returned +22.35%. Year to date, RSBY is up 17.41% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.8% for RSBY. 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 -23.4% for RSBY and -56.6% for VTI. 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RSBY charges 1.01% per year while VTI 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, RSBY currently yields 1.78% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

RSBY and VTI share 0 holdings out of 2789 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, RSBY or VTI?

RSBY has an expense ratio of 1.01% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, RSBY or VTI?

Over the past year RSBY returned +12.88% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), RSBY annualized -4.25% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, RSBY or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 13.8% for RSBY. Worst drawdown: RSBY -23.4% vs VTI -56.6%.

Should I hold both RSBY and VTI?

RSBY and VTI have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSBY and VTI?

RSBY and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, RSBY or VTI?

RSBY yields 1.78% while VTI yields 1.07%, so RSBY currently pays the higher dividend yield.

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