RSHO vs VOO

RSHO vs VOO
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Quick Verdict

VOO has a lower expense ratio. RSHO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: RSHOMore Diversified: VOO

Side-by-Side Comparison

MetricRSHOVOOWinner
Expense Ratio0.75%0.03%
AUM$302M$997.4B
Dividend Yield0.23%1.08%
Holdings25509
YTD Return+36.08%+12.68%
1Y Return+64.57%+21.87%
3Y Return (annualized)+30.68%+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)22.6%14.1%
Max Drawdown-27.3%-34.3%
Fund FamilyTema Global LimitedVanguard (US)
CategoryEquityEquity
InceptionMay 11, 2023Sep 7, 2010

RSHO vs VOO Performance

Tema American Reshoring ETF (RSHO) is a ETF from Tema Global Limited and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RSHO returned +64.57% while VOO returned +21.87%. Year to date, RSHO is up 36.08% versus a gain of 12.68% for VOO.

Over three years, RSHO compounded at +30.68% per year against +22.06% for VOO. Across the full 3-year window we track, RSHO has the edge at +34.33% annualized vs +13.47%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSHO has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 14.1% for VOO. 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 -27.3% for RSHO 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSHO charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, RSHO currently yields 0.23% against 1.08% for VOO.

Holdings Overlap

2.1%overlap

RSHO and VOO share 9 holdings out of 520 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSHOWeight in VOODifference
CAT6.79%0.76%6.03%
ETN5.67%0.26%5.41%
LIN4.87%0.37%4.50%
ROKProProPro
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IRProProPro
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CRH:IEProProPro
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Frequently Asked Questions

Which is cheaper, RSHO or VOO?

RSHO has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, RSHO or VOO?

Over the past year RSHO returned +64.57% vs +21.87% for VOO, so RSHO leads on 1-year performance. Over the longest common window we track (3 years), RSHO annualized +34.33% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, RSHO or VOO?

RSHO has been the more volatile fund at 22.6% annualized versus 14.1% for VOO. Worst drawdown: RSHO -27.3% vs VOO -34.3%.

Should I hold both RSHO and VOO?

RSHO and VOO have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSHO and VOO?

RSHO and VOO share 9 common holdings with a 2.1% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, RSHO or VOO?

RSHO yields 0.23% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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