RSP vs VTV

RSP vs VTV
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Quick Verdict

VTV has a lower expense ratio. VTV delivered stronger 1-year returns. RSP offers more diversification with 511 holdings.

Lower Fees: VTVHigher Returns: VTVMore Diversified: RSP

Side-by-Side Comparison

MetricRSPVTVWinner
Expense Ratio0.20%0.03%
AUM$100.1B$187.8B
Dividend Yield1.49%1.85%
Holdings511311
YTD Return+15.15%+18.02%
1Y Return+20.06%+26.57%
3Y Return (annualized)+16.13%+19.29%
5Y Return (annualized)+9.24%+12.56%
Volatility (annualized)16.5%14.5%
Max Drawdown-60.9%-61.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 24, 2003Jan 26, 2004

RSP vs VTV Performance

Invesco S&P 500 Equal Weight ETF (RSP) is a ETF from Invesco (US) and Vanguard Morningstar Value ETF (VTV) is a ETF from Vanguard (US). Over the past year RSP returned +20.06% while VTV returned +26.57%. Year to date, RSP is up 15.15% versus a gain of 18.02% for VTV.

Over three years, RSP compounded at +16.13% per year against +19.29% for VTV; over five years the annualized figures are +9.24% and +12.56% respectively. Across the full 23-year window we track, RSP has the edge at +10.09% annualized vs +7.59%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSP has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.5% for VTV. 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 -61.3% for VTV. 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 0.96. 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 VTV 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 1.49% against 1.85% for VTV.

Holdings Overlap

35.4%overlap

RSP and VTV share 239 holdings out of 502 unique holdings combined, representing a 35.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSPWeight in VTVDifference
MU0.25%4.87%4.62%
JPM0.21%3.06%2.85%
JNJ0.21%2.29%2.08%
XOMProProPro
CATProProPro
WMTProProPro
ABBVProProPro
CSCOProProPro
UNHProProPro
HDProProPro
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Frequently Asked Questions

Which is cheaper, RSP or VTV?

RSP has an expense ratio of 0.20% while VTV charges 0.03%. VTV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, RSP or VTV?

Over the past year RSP returned +20.06% vs +26.57% for VTV, so VTV leads on 1-year performance. Over the longest common window we track (23 years), RSP annualized +10.09% vs +7.59% for VTV. Past performance does not guarantee future results.

Which is riskier, RSP or VTV?

RSP has been the more volatile fund at 16.5% annualized versus 14.5% for VTV. Worst drawdown: RSP -60.9% vs VTV -61.3%.

Should I hold both RSP and VTV?

RSP and VTV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between RSP and VTV?

RSP and VTV share 239 common holdings with a 35.4% weight overlap. Combined, they hold 502 unique securities.

Which pays a higher dividend, RSP or VTV?

RSP yields 1.49% while VTV yields 1.85%, so VTV currently pays the higher dividend yield.

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