RSPN vs VTI

RSPN vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricRSPNVTIWinner
Expense Ratio0.40%0.03%
AUM$1.1B$666.9B
Dividend Yield0.83%1.07%
Holdings833,543
YTD Return+10.75%+13.14%
1Y Return+15.21%+22.35%
3Y Return (annualized)+17.66%+21.83%
5Y Return (annualized)+11.74%+12.01%
Volatility (annualized)19.4%15.3%
Max Drawdown-61.6%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 1, 2006May 24, 2001

RSPN vs VTI Performance

Invesco S&P 500 Equal Weight Industrials ETF (RSPN) is a ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RSPN returned +15.21% while VTI returned +22.35%. Year to date, RSPN is up 10.75% versus a gain of 13.14% for VTI.

Over three years, RSPN compounded at +17.66% per year against +21.83% for VTI; over five years the annualized figures are +11.74% and +12.01% respectively. Across the full 20-year window we track, RSPN has the edge at +10.07% annualized vs +8.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPN has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 15.3% 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 -61.6% for RSPN and -56.6% for VTI. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RSPN 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, RSPN currently yields 0.83% against 1.07% for VTI.

Holdings Overlap

7.8%overlap

RSPN and VTI share 75 holdings out of 2793 unique holdings combined, representing a 7.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSPNWeight in VTIDifference
CAT1.43%0.67%0.76%
GEV1.51%0.43%1.08%
GE1.39%0.54%0.85%
UALProProPro
RTXProProPro
DEProProPro
DALProProPro
ETNProProPro
LUVProProPro
UBERProProPro
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Frequently Asked Questions

Which is cheaper, RSPN or VTI?

RSPN has an expense ratio of 0.40% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, RSPN or VTI?

Over the past year RSPN returned +15.21% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), RSPN annualized +10.07% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, RSPN or VTI?

RSPN has been the more volatile fund at 19.4% annualized versus 15.3% for VTI. Worst drawdown: RSPN -61.6% vs VTI -56.6%.

Should I hold both RSPN and VTI?

RSPN and VTI have a monthly-return correlation of 0.92, 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 RSPN and VTI?

RSPN and VTI share 75 common holdings with a 7.8% weight overlap. Combined, they hold 2793 unique securities.

Which pays a higher dividend, RSPN or VTI?

RSPN yields 0.83% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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