RSP vs VBK

RSP vs VBK

Which is better, RSP or VBK?

Large Cap Blend against Small Cap Growth.

VBK has a lower expense ratio. RSP led over 1Y and 5Y, VBK over 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. RSP is less concentrated, with 3.2% of the fund in its ten largest positions against 9.1%.

Lower Fees: VBKHigher Returns: splitLess Concentrated: RSP

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

MetricRSPVBK
Expense Ratio0.20%0.05%Best
AUM$99.6B$23.2B
Dividend Yield1.46%0.44%
Holdings511553
YTD Return+10.97%Best+10.45%
1Y Return+13.86%Best+11.44%
3Y Return (annualized)+14.78%+16.03%Best
5Y Return (annualized)+8.82%Best+4.05%
Volatility (annualized)16.6%Best19.6%
Max Drawdown-60.9%-59.4%Best
$10,000 over 5 years$15,260Best$12,196
Top 10 Weight3.2%Best9.1%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendSmall Cap Growth
InceptionApr 24, 2003Jan 26, 2004

Volatility and max drawdown are measured over the window both funds cover: Jan 30, 2004 to Sep 18, 2026 (22.6 years).

RSP vs VBK 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 22.6 years both funds cover.

Compare RSP against instead:RSP vs SPYRSP vs QQQRSP vs VOORSP vs VTIVBK against:VBK vs VXUS

RSP vs VBK Performance

Invesco S&P 500 Equal Weight ETF (RSP) is an ETF from Invesco (US) and Vanguard Morningstar Small-Cap Growth ETF (VBK) is an ETF from Vanguard (US). Over the past year RSP returned +13.86% while VBK returned +11.44%. Year to date, RSP is up 10.97% versus a gain of 10.45% for VBK.

Over three years, RSP compounded at +14.78% per year against +16.03% for VBK; over five years the annualized figures are +8.82% and +4.05% respectively. Across the full 23-year window we track, VBK has the edge at +9.06% annualized vs +8.75%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VBK has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 16.6% for RSP. 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 -60.9% for RSP and -59.4% for VBK. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RSP charges 0.20% per year while VBK charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, RSP currently yields 1.46% against 0.44% for VBK.

Holdings Overlap

RSP already in VBK6.0%
VBK already in RSP9.9%

6.0% of RSP's money is in holdings VBK also owns. 9.9% of VBK's money is in holdings RSP also owns.

VBK and RSP share little of their money.

The two holdings books were reported 63 days apart, RSP as of Sep 1, 2026 and VBK as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

32 positions in common, counted across the 502 positions we hold weights for in RSP and 542 in VBK, against full books of 511 and 553.

What only one of them owns

Our book lists 494 positions for VBK that do not appear in our book for RSP (82.9% of the fund), and 465 for RSP that do not appear in VBK (92.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in RSPWeight in VBKDifference
CASYCaseys General0.16%0.80%0.64%
INCYIncyte Corp.0.22%0.53%0.31%
EMEEmcor Group Inc0.18%0.51%0.33%
NDSNNordson Corp0.22%0.44%0.22%
LIILennox International Inc0.14%0.49%0.35%
GNRCGenerac Holdings, Inc.0.15%0.47%0.32%
PTCPtc Inc0.22%0.36%0.14%
TYLTyler Technologies Inc0.23%0.34%0.11%
TECHBio-Techne Corp0.26%0.30%0.04%
FLEX:SIFlex Ltd0.15%0.41%0.26%

You are not choosing between two funds in isolation.

Whichever of RSP and VBK you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RSPVBK

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RSP or VBK?

RSP has an expense ratio of 0.20% while VBK charges 0.05%. VBK is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, RSP or VBK?

Over the past year RSP returned +13.86% vs +11.44% for VBK, so RSP leads on 1-year performance. Over the longest common window we track (23 years), RSP annualized +8.75% vs +9.06% for VBK. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RSP or VBK?

VBK has been the more volatile fund at 19.6% annualized versus 16.6% for RSP. Worst drawdown: RSP -60.9% vs VBK -59.4%.

Should I hold both RSP and VBK?

RSP and VBK have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between RSP and VBK?

9.9% of VBK's money is in holdings RSP also owns. 9.9% of VBK's is in holdings RSP also owns. They hold 32 positions in common, counted across the 502 positions we hold weights for in RSP and 542 in VBK.

Which pays a higher dividend, RSP or VBK?

RSP yields 1.46% while VBK yields 0.44%, so RSP currently pays the higher dividend yield.

Is VBK better than RSP?

VBK has a lower expense ratio. RSP led over 1Y and 5Y, VBK over 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. RSP is less concentrated, with 3.2% of the fund in its ten largest positions against 9.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.