RSMC vs VXUS
Rockefeller US Small-Mid Cap ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | RSMC | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.05% | |
| AUM | $758M | $156.5B | |
| Dividend Yield | 0.00% | 2.60% | |
| Holdings | 47 | 8,747 | |
| YTD Return | +13.93% | +14.07% | |
| 1Y Return | +14.63% | +27.24% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.14% | |
| Volatility (annualized) | 15.7% | 15.1% | |
| Max Drawdown | -22.3% | -39.9% | |
| Fund Family | Rockefeller Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 10, 2024 | Jan 26, 2011 |
RSMC vs VXUS Performance
Rockefeller US Small-Mid Cap ETF (RSMC) is a ETF from Rockefeller Capital Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year RSMC returned +14.63% while VXUS returned +27.24%. Year to date, RSMC is up 13.93% versus a gain of 14.07% for VXUS.
Risk: Volatility and Drawdowns
RSMC has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RSMC charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, RSMC currently yields 0.00% against 2.60% for VXUS.
Holdings Overlap
RSMC and VXUS share 1 holdings out of 7906 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 VXUS | Difference |
|---|---|---|---|
| ESE | 2.29% | 0.00% | 2.29% |
Frequently Asked Questions
Which is cheaper, RSMC or VXUS?
RSMC has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, RSMC or VXUS?
Over the past year RSMC returned +14.63% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), RSMC annualized +7.71% vs +4.83% for VXUS. Past performance does not guarantee future results.
Which is riskier, RSMC or VXUS?
RSMC has been the more volatile fund at 15.7% annualized versus 15.1% for VXUS. Worst drawdown: RSMC -22.3% vs VXUS -39.9%.
Should I hold both RSMC and VXUS?
RSMC and VXUS have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSMC and VXUS?
RSMC and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7906 unique securities.
Which pays a higher dividend, RSMC or VXUS?
RSMC yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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