RSPH vs VYM
RSPH vs VYM
Invesco S&P 500 Equal Weight Health Care ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. RSPH delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | RSPH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.04% | |
| AUM | $752M | $79.0B | |
| Dividend Yield | 0.70% | 2.86% | |
| Holdings | 63 | 568 | |
| YTD Return | +11.46% | +15.80% | |
| 1Y Return | +28.45% | +26.12% | |
| 3Y Return (annualized) | +6.89% | +18.25% | |
| 5Y Return (annualized) | +3.48% | +12.51% | |
| Volatility (annualized) | 15.7% | 14.6% | |
| Max Drawdown | -41.1% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 1, 2006 | Nov 10, 2006 |
RSPH vs VYM Performance
Invesco S&P 500 Equal Weight Health Care ETF (RSPH) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSPH returned +28.45% while VYM returned +26.12%. Year to date, RSPH is up 11.46% versus a gain of 15.80% for VYM.
Over three years, RSPH compounded at +6.89% per year against +18.25% for VYM; over five years the annualized figures are +3.48% and +12.51% respectively. Across the full 20-year window we track, RSPH has the edge at +10.59% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSPH has been the more volatile fund, with annualized monthly volatility of 15.7% 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 -41.1% for RSPH 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RSPH 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, RSPH currently yields 0.70% against 2.86% for VYM.
Holdings Overlap
RSPH and VYM share 19 holdings out of 600 unique holdings combined, representing a 12.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in RSPH | Weight in VYM | Difference |
|---|---|---|---|
| JNJ | 1.74% | 2.62% | 0.88% |
| ABBV | 1.82% | 1.80% | 0.02% |
| MRK | 1.76% | 1.37% | 0.39% |
| UNH | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| GILD | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| PFE | Pro | Pro | Pro |
| MDT:IE | Pro | Pro | Pro |
See all 10 holdings RSPH 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, RSPH or VYM?
RSPH 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, RSPH or VYM?
Over the past year RSPH returned +28.45% vs +26.12% for VYM, so RSPH leads on 1-year performance. Over the longest common window we track (20 years), RSPH annualized +10.59% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, RSPH or VYM?
RSPH has been the more volatile fund at 15.7% annualized versus 14.6% for VYM. Worst drawdown: RSPH -41.1% vs VYM -58.8%.
Should I hold both RSPH and VYM?
RSPH and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSPH and VYM?
RSPH and VYM share 19 common holdings with a 12.2% weight overlap. Combined, they hold 600 unique securities.
Which pays a higher dividend, RSPH or VYM?
RSPH yields 0.70% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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