RSMC vs VTI
Rockefeller US Small-Mid Cap ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | RSMC | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $758M | $663.5B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 47 | 3,543 | |
| YTD Return | +14.34% | +13.87% | |
| 1Y Return | +15.05% | +23.31% | |
| 3Y Return (annualized) | - | +21.17% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 15.8% | 15.3% | |
| Max Drawdown | -22.3% | -56.6% | |
| Fund Family | Rockefeller Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 10, 2024 | May 24, 2001 |
RSMC vs VTI Performance
Rockefeller US Small-Mid Cap ETF (RSMC) is a ETF from Rockefeller Capital Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RSMC returned +15.05% while VTI returned +23.31%. Year to date, RSMC is up 14.34% versus a gain of 13.87% for VTI.
Risk: Volatility and Drawdowns
RSMC has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -22.3% for RSMC 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RSMC 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, RSMC currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
RSMC and VTI share 36 holdings out of 2793 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RSMC or VTI?
RSMC 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, RSMC or VTI?
Over the past year RSMC returned +15.05% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), RSMC annualized +7.91% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, RSMC or VTI?
RSMC has been the more volatile fund at 15.8% annualized versus 15.3% for VTI. Worst drawdown: RSMC -22.3% vs VTI -56.6%.
Should I hold both RSMC and VTI?
RSMC and VTI have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSMC and VTI?
RSMC and VTI share 36 common holdings with a 0.3% weight overlap. Combined, they hold 2793 unique securities.
Which pays a higher dividend, RSMC or VTI?
RSMC yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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