RSPD vs VTI

RSPD vs VTI

Which is better, RSPD or VTI?

Mid Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. RSPD is less concentrated, with 26.6% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: RSPD

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

MetricRSPDVTI
Expense Ratio0.40%0.03%Best
AUM$296M$666.9B
Dividend Yield0.88%1.03%
Holdings493,543
YTD Return-8.14%+12.30%Best
1Y Return-9.54%+16.08%Best
3Y Return (annualized)+7.36%+21.01%Best
5Y Return (annualized)+2.62%+12.36%Best
Volatility (annualized)22.4%15.8%Best
Max Drawdown-68.8%-56.6%Best
$10,000 over 5 years$11,380$17,908Best
Top 10 Weight26.6%Best33.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionNov 1, 2006May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2006 to Sep 18, 2026 (19.9 years).

RSPD vs VTI 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 19.9 years both funds cover.

RSPD vs VTI Performance

Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) is an ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year RSPD returned -9.54% while VTI returned +16.08%. Year to date, RSPD is down 8.14% versus a gain of 12.30% for VTI.

Over three years, RSPD compounded at +7.36% per year against +21.01% for VTI; over five years the annualized figures are +2.62% and +12.36% respectively. Across the full 20-year window we track, VTI has the edge at +9.37% annualized vs +6.73%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPD has been the more volatile fund, with annualized monthly volatility of 22.4% compared with 15.8% for VTI. 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 -68.8% for RSPD and -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSPD charges 0.40% per year while VTI charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, RSPD currently yields 0.88% against 1.03% for VTI.

Holdings Overlap

RSPD already in VTI99.9%
VTI already in RSPD8.3%

99.9% of RSPD's money is in holdings VTI also owns. 8.3% of VTI's money is in holdings RSPD also owns.

Most of RSPD is already inside VTI. Owning both mostly buys the same companies twice.

47 positions in common, counted across the 48 positions we hold weights for in RSPD and 3,463 in VTI, against full books of 49 and 3,543.

What only one of them owns

Measured across the 48 and 3,463 positions we hold weights for.

VTI holds 1,103 positions RSPD does not, 89.1% of the fund.

Largest: NVDA 6.40%, AAPL 6.29%, MSFT 4.79%, GOOGL 2.90%, AVGO 2.56%

Top Shared Holdings

StockWeight in RSPDWeight in VTIDifference
AMZNAmazon.Com Inc2.25%3.65%1.40%
DASHDoordash Inc - A3.16%0.10%3.06%
TSLATesla Inc1.99%1.22%0.77%
EXPEExpedia Group Inc (consumer Discretionary)2.98%0.05%2.93%
ABNBAirbnb Inc2.92%0.08%2.84%
GPCGenuine Parts Co.2.84%0.02%2.82%
BKNGBooking Holdings, Inc.2.55%0.21%2.34%
CMGChipotle Mexican Grill Inc. Class A2.57%0.07%2.50%
GRMNGarminltd.2.52%0.07%2.45%
HDHome Depot Inc/The2.12%0.46%1.66%

99.9% of RSPD is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RSPDVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RSPD or VTI?

RSPD has an expense ratio of 0.40% while VTI charges 0.03%. VTI is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, RSPD or VTI?

Over the past year RSPD returned -9.54% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), RSPD annualized +6.73% vs +9.37% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RSPD or VTI?

RSPD has been the more volatile fund at 22.4% annualized versus 15.8% for VTI. Worst drawdown: RSPD -68.8% vs VTI -56.6%.

Should I hold both RSPD and VTI?

RSPD and VTI have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between RSPD and VTI?

99.9% of RSPD's money is in holdings VTI also owns. 8.3% of VTI's is in holdings RSPD also owns. They hold 47 positions in common, counted across the 48 positions we hold weights for in RSPD and 3,463 in VTI.

Which pays a higher dividend, RSPD or VTI?

RSPD yields 0.88% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than RSPD?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. RSPD is less concentrated, with 26.6% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.