RSMC vs VYM
Rockefeller US Small-Mid Cap ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | RSMC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $824M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 47 | 616 | |
| YTD Return | +12.29% | +14.84% | |
| 1Y Return | +7.60% | +20.88% | |
| 3Y Return (annualized) | - | +18.34% | |
| 5Y Return (annualized) | - | +12.04% | |
| Volatility (annualized) | 15.7% | 14.6% | |
| Max Drawdown | -22.3% | -58.8% | |
| Fund Family | Rockefeller Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 10, 2024 | Nov 10, 2006 |
RSMC vs VYM Performance
Rockefeller US Small-Mid Cap ETF (RSMC) is a ETF from Rockefeller Capital Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSMC returned +7.60% while VYM returned +20.88%. Year to date, RSMC is up 12.29% versus a gain of 14.84% for VYM.
Risk: Volatility and Drawdowns
RSMC has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RSMC charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, RSMC currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
RSMC and VYM share 9 holdings out of 640 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RSMC or VYM?
RSMC has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, RSMC or VYM?
Over the past year RSMC returned +7.60% vs +20.88% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), RSMC annualized +6.68% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, RSMC or VYM?
RSMC has been the more volatile fund at 15.7% annualized versus 14.6% for VYM. Worst drawdown: RSMC -22.3% vs VYM -58.8%.
Should I hold both RSMC and VYM?
RSMC and VYM have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSMC and VYM?
RSMC and VYM share 9 common holdings with a 0.2% weight overlap. Combined, they hold 640 unique securities.
Which pays a higher dividend, RSMC or VYM?
RSMC yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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