RSPE vs VXUS

RSPE vs VXUS

Which is better, RSPE or VXUS?

Large Cap Value against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricRSPEVXUS
Expense Ratio0.20%0.05%Best
AUM$73M$158.1B
Dividend Yield1.45%2.51%
Holdings1868,747
YTD Return+14.30%Best+13.35%
1Y Return+21.11%+22.44%Best
3Y Return (annualized)+16.26%+19.44%Best
5Y Return (annualized)-+8.82%
Volatility (annualized)16.4%15.2%Best
Max Drawdown-22.9%Best-28.4%
$10,000 over 4.8 years$14,741$15,277Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 17, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Nov 17, 2021 to Sep 10, 2026 (4.8 years).

RSPE vs VXUS 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 4.8 years both funds cover.

RSPE vs VXUS Performance

Invesco ESG S&P 500 Equal Weight ETF (RSPE) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year RSPE returned +21.11% while VXUS returned +22.44%. Year to date, RSPE is up 14.30% versus a gain of 13.35% for VXUS.

Over three years, RSPE compounded at +16.26% per year against +19.44% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPE has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 15.2% for VXUS. 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 -22.9% for RSPE and -28.4% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSPE charges 0.20% per year while VXUS 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, RSPE currently yields 1.45% against 2.51% for VXUS.

Holdings Overlap

RSPE already in VXUS1.6%

At least 1.6% of RSPE's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

RSPE and VXUS share little of their money.

3 positions in common, counted across the 185 positions we hold weights for in RSPE and 8,091 in VXUS, against full books of 186 and 8,747.

Top Shared Holdings

StockWeight in RSPEWeight in VXUSDifference
HBANHuntington Bancshares Inc./Oh0.54%0.04%0.50%
UMG:ASUniversal Music Group N.V. Universal Music Group N V0.53%0.05%0.48%
SRESempra Common Stock0.49%0.00%0.49%

You are not choosing between two funds in isolation.

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

RSPEVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RSPE or VXUS?

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

Which performed better, RSPE or VXUS?

Over the past year RSPE returned +21.11% vs +22.44% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RSPE or VXUS?

RSPE has been the more volatile fund at 16.4% annualized versus 15.2% for VXUS. Worst drawdown: RSPE -22.9% vs VXUS -28.4%.

Should I hold both RSPE and VXUS?

RSPE and VXUS have a monthly-return correlation of 0.86, 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 RSPE and VXUS?

At least 1.6% of RSPE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 185 positions we hold weights for in RSPE and 8,091 in VXUS.

Which pays a higher dividend, RSPE or VXUS?

RSPE yields 1.45% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than RSPE?

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