RSHO vs VTI

RSHO vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: RSHOMore Diversified: VTI

Side-by-Side Comparison

MetricRSHOVTIWinner
Expense Ratio0.75%0.03%
AUM$302M$666.9B
Dividend Yield0.23%1.07%
Holdings253,543
YTD Return+36.08%+13.14%
1Y Return+64.57%+22.35%
3Y Return (annualized)+30.68%+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)22.6%15.3%
Max Drawdown-27.3%-56.6%
Fund FamilyTema Global LimitedVanguard (US)
CategoryEquityEquity
InceptionMay 11, 2023May 24, 2001

RSHO vs VTI Performance

Tema American Reshoring ETF (RSHO) is a ETF from Tema Global Limited and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RSHO returned +64.57% while VTI returned +22.35%. Year to date, RSHO is up 36.08% versus a gain of 13.14% for VTI.

Over three years, RSHO compounded at +30.68% per year against +21.83% for VTI. Across the full 3-year window we track, RSHO has the edge at +34.33% annualized vs +8.09%. 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 15.3% for VTI. 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 -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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSHO charges 0.75% per year while VTI 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 1.07% for VTI.

Holdings Overlap

2.0%overlap

RSHO and VTI share 20 holdings out of 2791 unique holdings combined, representing a 2.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSHOWeight in VTIDifference
POWL8.39%0.01%8.38%
CGNX7.57%0.02%7.55%
TKR7.57%0.01%7.56%
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Frequently Asked Questions

Which is cheaper, RSHO or VTI?

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

Which performed better, RSHO or VTI?

Over the past year RSHO returned +64.57% vs +22.35% for VTI, so RSHO leads on 1-year performance. Over the longest common window we track (3 years), RSHO annualized +34.33% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, RSHO or VTI?

RSHO has been the more volatile fund at 22.6% annualized versus 15.3% for VTI. Worst drawdown: RSHO -27.3% vs VTI -56.6%.

Should I hold both RSHO and VTI?

RSHO and VTI have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSHO and VTI?

RSHO and VTI share 20 common holdings with a 2.0% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, RSHO or VTI?

RSHO yields 0.23% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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