RSPG vs VYM
Invesco S&P 500 Equal Weight Energy ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. RSPG delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | RSPG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.04% | |
| AUM | $597M | $81.6B | |
| Dividend Yield | 1.99% | 2.24% | |
| Holdings | 24 | 616 | |
| YTD Return | +41.59% | +15.34% | |
| 1Y Return | +55.49% | +23.24% | |
| 3Y Return (annualized) | +17.06% | +19.22% | |
| 5Y Return (annualized) | +27.42% | +12.21% | |
| Volatility (annualized) | 31.1% | 14.6% | |
| Max Drawdown | -82.1% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 1, 2006 | Nov 10, 2006 |
RSPG vs VYM Performance
Invesco S&P 500 Equal Weight Energy ETF (RSPG) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSPG returned +55.49% while VYM returned +23.24%. Year to date, RSPG is up 41.59% versus a gain of 15.34% for VYM.
Over three years, RSPG compounded at +17.06% per year against +19.22% for VYM; over five years the annualized figures are +27.42% and +12.21% respectively. Across the full 20-year window we track, VYM has the edge at +7.04% annualized vs +5.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSPG has been the more volatile fund, with annualized monthly volatility of 31.1% 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 -82.1% for RSPG 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RSPG charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, RSPG currently yields 1.99% against 2.24% for VYM.
Holdings Overlap
RSPG and VYM share 20 holdings out of 605 unique holdings combined, representing a 7.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RSPG or VYM?
RSPG has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, RSPG or VYM?
Over the past year RSPG returned +55.49% vs +23.24% for VYM, so RSPG leads on 1-year performance. Over the longest common window we track (20 years), RSPG annualized +5.13% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, RSPG or VYM?
RSPG has been the more volatile fund at 31.1% annualized versus 14.6% for VYM. Worst drawdown: RSPG -82.1% vs VYM -58.8%.
Should I hold both RSPG and VYM?
RSPG and VYM have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSPG and VYM?
RSPG and VYM share 20 common holdings with a 7.9% weight overlap. Combined, they hold 605 unique securities.
Which pays a higher dividend, RSPG or VYM?
RSPG yields 1.99% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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