RSP vs VTEB

RSP vs VTEB

Which is better, RSP or VTEB?

Large Cap Blend against Municipal Bond.

VTEB has a lower expense ratio. RSP led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTEBHigher Returns: 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

MetricRSPVTEB
Expense Ratio0.20%0.03%Best
AUM$99.6B$48.5B
Dividend Yield1.46%3.44%
Holdings51110,566
YTD Return+11.18%Best-1.99%
1Y Return+14.21%Best-0.41%
3Y Return (annualized)+15.82%Best+2.88%
5Y Return (annualized)+8.93%Best+0.10%
Volatility (annualized)16.4%4.9%Best
Max Drawdown-39.6%-17.0%Best
$10,000 over 5 years$15,337Best$10,050
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityTax Preferred
StyleLarge Cap BlendMunicipal Bond
InceptionApr 24, 2003Aug 21, 2015

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 25, 2015 to Sep 21, 2026 (11.1 years).

RSP vs VTEB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare RSP against instead:RSP vs SPYRSP vs QQQRSP vs VOORSP vs VTIVTEB against:VTEB vs VXUS

RSP vs VTEB Performance

Invesco S&P 500 Equal Weight ETF (RSP) is an ETF from Invesco (US) and Vanguard Tax-Exempt Bond ETF (VTEB) is an ETF from Vanguard (US). Over the past year RSP returned +14.21% while VTEB returned -0.41%. Year to date, RSP is up 11.18% versus a loss of 1.99% for VTEB.

Over three years, RSP compounded at +15.82% per year against +2.88% for VTEB; over five years the annualized figures are +8.93% and +0.10% respectively. Across the full 11-year window we track, RSP has the edge at +11.11% annualized vs +1.02%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSP has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 4.9% for VTEB. 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 -39.6% for RSP and -17.0% for VTEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.41. They move together some of the time, and apart the rest.

Fees and Cost Over Time

RSP charges 0.20% per year while VTEB charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, RSP currently yields 1.46% against 3.44% for VTEB.

Holdings Overlap

We hold position weights for 502 holdings in RSP and 17 in VTEB, totalling 99.4% and 0.0% 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 502 positions we hold weights for in RSP and 17 in VTEB, against full books of 511 and 10,566.

You are not choosing between two funds in isolation.

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

RSPVTEB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RSP or VTEB?

RSP has an expense ratio of 0.20% while VTEB charges 0.03%. VTEB is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, RSP or VTEB?

Over the past year RSP returned +14.21% vs -0.41% for VTEB, so RSP leads on 1-year performance. Over the longest common window we track (11 years), RSP annualized +11.11% vs +1.02% for VTEB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RSP or VTEB?

RSP has been the more volatile fund at 16.4% annualized versus 4.9% for VTEB. Worst drawdown: RSP -39.6% vs VTEB -17.0%.

Should I hold both RSP and VTEB?

RSP and VTEB have a monthly-return correlation of 0.41, 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, RSP or VTEB?

RSP yields 1.46% while VTEB yields 3.44%, so VTEB currently pays the higher dividend yield.

Is VTEB better than RSP?

VTEB has a lower expense ratio. RSP led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.