RSEE vs VYM
Rareview Systematic Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. RSEE delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | RSEE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 2.71% | 0.04% | |
| AUM | $75M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 7 | 616 | |
| YTD Return | +13.66% | +14.66% | |
| 1Y Return | +24.94% | +22.16% | |
| 3Y Return (annualized) | +18.31% | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 15.4% | 14.6% | |
| Max Drawdown | -21.7% | -58.8% | |
| Fund Family | Rareview Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 20, 2022 | Nov 10, 2006 |
RSEE vs VYM Performance
Rareview Systematic Equity ETF (RSEE) is a ETF from Rareview Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSEE returned +24.94% while VYM returned +22.16%. Year to date, RSEE is up 13.66% versus a gain of 14.66% for VYM.
Over three years, RSEE compounded at +18.31% per year against +18.72% for VYM. Across the full 5-year window we track, RSEE has the edge at +13.20% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSEE has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.6% 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 -21.7% for RSEE 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RSEE charges 2.71% per year while VYM charges 0.04%. On a $10,000 position that is $271 vs $4 annually, a gap of $267 per year that compounds over a long holding period. On income, RSEE currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
RSEE and VYM share 0 holdings out of 609 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, RSEE or VYM?
RSEE has an expense ratio of 2.71% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $267 per year of difference.
Which performed better, RSEE or VYM?
Over the past year RSEE returned +24.94% vs +22.16% for VYM, so RSEE leads on 1-year performance. Over the longest common window we track (5 years), RSEE annualized +13.20% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, RSEE or VYM?
RSEE has been the more volatile fund at 15.4% annualized versus 14.6% for VYM. Worst drawdown: RSEE -21.7% vs VYM -58.8%.
Should I hold both RSEE and VYM?
RSEE and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSEE and VYM?
RSEE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 609 unique securities.
Which pays a higher dividend, RSEE or VYM?
RSEE yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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