RSMC vs VOO
Rockefeller US Small-Mid Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | RSMC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $758M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 47 | 509 | |
| YTD Return | +14.78% | +13.80% | |
| 1Y Return | +15.99% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 15.8% | 14.1% | |
| Max Drawdown | -22.3% | -34.3% | |
| Fund Family | Rockefeller Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 10, 2024 | Sep 7, 2010 |
RSMC vs VOO Performance
Rockefeller US Small-Mid Cap ETF (RSMC) is a ETF from Rockefeller Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RSMC returned +15.99% while VOO returned +23.71%. Year to date, RSMC is up 14.78% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
RSMC has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -22.3% for RSMC 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RSMC 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, RSMC currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
RSMC and VOO share 1 holdings out of 550 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in RSMC | Weight in VOO | Difference |
|---|---|---|---|
| NDSN | 2.29% | 0.02% | 2.27% |
Frequently Asked Questions
Which is cheaper, RSMC or VOO?
RSMC 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, RSMC or VOO?
Over the past year RSMC returned +15.99% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), RSMC annualized +8.19% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, RSMC or VOO?
RSMC has been the more volatile fund at 15.8% annualized versus 14.1% for VOO. Worst drawdown: RSMC -22.3% vs VOO -34.3%.
Should I hold both RSMC and VOO?
RSMC and VOO 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 RSMC and VOO?
RSMC and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 550 unique securities.
Which pays a higher dividend, RSMC or VOO?
RSMC yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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