RSJN vs VOO

RSJN vs VOO
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Quick Verdict

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

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricRSJNVOOWinner
Expense Ratio0.85%0.03%
AUM$86M$997.4B
Dividend Yield0.00%1.08%
Holdings5509
YTD Return+10.68%+12.25%
1Y Return+14.31%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)7.1%14.1%
Max Drawdown-12.4%-34.3%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionJun 21, 2024Sep 7, 2010

RSJN vs VOO Performance

FT Vest US Equity Equal Weight Buffer ETF - June (RSJN) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RSJN returned +14.31% while VOO returned +20.92%. Year to date, RSJN is up 10.68% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.1% for RSJN. 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 -12.4% for RSJN 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSJN charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, RSJN currently yields 0.00% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

RSJN and VOO share 0 holdings out of 506 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, RSJN or VOO?

RSJN has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, RSJN or VOO?

Over the past year RSJN returned +14.31% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), RSJN annualized +11.26% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, RSJN or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.1% for RSJN. Worst drawdown: RSJN -12.4% vs VOO -34.3%.

Should I hold both RSJN and VOO?

RSJN and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSJN and VOO?

RSJN and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, RSJN or VOO?

RSJN yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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