RSPE vs VYM
RSPE vs VYM
Invesco ESG S&P 500 Equal Weight ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. RSPE delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | RSPE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.04% | |
| AUM | $68M | $79.0B | |
| Dividend Yield | 1.46% | 2.86% | |
| Holdings | 188 | 568 | |
| YTD Return | +17.13% | +15.80% | |
| 1Y Return | +28.90% | +26.12% | |
| 3Y Return (annualized) | +16.07% | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 16.5% | 14.6% | |
| Max Drawdown | -22.9% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 17, 2021 | Nov 10, 2006 |
RSPE vs VYM Performance
Invesco ESG S&P 500 Equal Weight ETF (RSPE) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSPE returned +28.90% while VYM returned +26.12%. Year to date, RSPE is up 17.13% versus a gain of 15.80% for VYM.
Over three years, RSPE compounded at +16.07% per year against +18.25% for VYM. Across the full 5-year window we track, RSPE has the edge at +9.16% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSPE has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
RSPE charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, RSPE currently yields 1.46% against 2.86% for VYM.
Holdings Overlap
RSPE and VYM share 87 holdings out of 656 unique holdings combined, representing a 23.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in RSPE | Weight in VYM | Difference |
|---|---|---|---|
| WMT | 0.50% | 2.44% | 1.94% |
| ABBV | 0.60% | 1.80% | 1.20% |
| HD | 0.58% | 1.66% | 1.08% |
| CAT | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| GS | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| IBM | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
See all 10 holdings RSPE shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, RSPE or VYM?
RSPE has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, RSPE or VYM?
Over the past year RSPE returned +28.90% vs +26.12% for VYM, so RSPE leads on 1-year performance. Over the longest common window we track (5 years), RSPE annualized +9.16% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, RSPE or VYM?
RSPE has been the more volatile fund at 16.5% annualized versus 14.6% for VYM. Worst drawdown: RSPE -22.9% vs VYM -58.8%.
Should I hold both RSPE and VYM?
RSPE and VYM have a monthly-return correlation of 0.94, 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 RSPE and VYM?
RSPE and VYM share 87 common holdings with a 23.6% weight overlap. Combined, they hold 656 unique securities.
Which pays a higher dividend, RSPE or VYM?
RSPE yields 1.46% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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