RSMC vs VXUS
Rockefeller US Small-Mid Cap ETF vs Vanguard Total International Stock ETF
Which is better, RSMC or VXUS?
Mid Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | RSMC | VXUS |
|---|---|---|
| Expense Ratio | 0.75% | 0.05%Best |
| AUM | $761M | $158.1B |
| Dividend Yield | 0.00% | 2.51% |
| Holdings | 47 | 8,747 |
| YTD Return | +8.41% | +12.82%Best |
| 1Y Return | +4.08% | +19.86%Best |
| 3Y Return (annualized) | - | +19.33% |
| 5Y Return (annualized) | - | +9.46% |
| Volatility (annualized) | 15.5% | 11.6%Best |
| Max Drawdown | -22.3% | -13.6%Best |
| $10,000 over 1.9 years | $10,884 | $14,073Best |
| Fund Family | Rockefeller Capital Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Oct 10, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 11, 2024 to Sep 18, 2026 (1.9 years).
RSMC vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
RSMC vs VXUS Performance
Rockefeller US Small-Mid Cap ETF (RSMC) is an ETF from Rockefeller Capital Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year RSMC returned +4.08% while VXUS returned +19.86%. Year to date, RSMC is up 8.41% versus a gain of 12.82% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSMC has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 11.6% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
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 2.51% for VXUS.
Holdings Overlap
We hold position weights for 45 holdings in RSMC and 8,082 in VXUS, totalling 96.1% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 45 positions we hold weights for in RSMC and 8,082 in VXUS, against full books of 47 and 8,747.
What only one of them owns
Measured across the 45 and 8,082 positions we hold weights for.
VXUS holds 35 positions RSMC does not, 2.3% of the fund.
Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%
You are not choosing between two funds in isolation.
Whichever of RSMC and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $70 a year on a $10,000 investment.
Which performed better, RSMC or VXUS?
Over the past year RSMC returned +4.08% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), RSMC annualized +4.56% vs +19.70% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RSMC or VXUS?
RSMC has been the more volatile fund at 15.5% annualized versus 11.6% for VXUS. Worst drawdown: RSMC -22.3% vs VXUS -13.6%.
Should I hold both RSMC and VXUS?
RSMC and VXUS have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, RSMC or VXUS?
RSMC yields 0.00% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than RSMC?
VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.