RSBY vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricRSBYVYMWinner
Expense Ratio1.01%0.04%
AUM$55M$81.6B
Dividend Yield1.78%2.24%
Holdings35616
YTD Return+16.89%+16.42%
1Y Return+12.37%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)13.8%14.6%
Max Drawdown-23.4%-58.8%
Fund FamilyReturn Stacked ETFVanguard (US)
CategoryAlternativeEquity
InceptionAug 20, 2024Nov 10, 2006

RSBY vs VYM Performance

Return Stacked Bonds & Futures Yield ETF (RSBY) is a ETF from Return Stacked ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSBY returned +12.37% while VYM returned +24.22%. Year to date, RSBY is up 16.89% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RSBY charges 1.01% per year while VYM charges 0.04%. On a $10,000 position that is $101 vs $4 annually, a gap of $97 per year that compounds over a long holding period. On income, RSBY currently yields 1.78% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

RSBY and VYM share 0 holdings out of 605 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 VYM?

RSBY has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, RSBY or VYM?

Over the past year RSBY returned +12.37% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), RSBY annualized -4.51% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, RSBY or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.8% for RSBY. Worst drawdown: RSBY -23.4% vs VYM -58.8%.

Should I hold both RSBY and VYM?

RSBY and VYM have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSBY and VYM?

RSBY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, RSBY or VYM?

RSBY yields 1.78% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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