RSPR vs VOO

RSPR vs VOO

Which is better, RSPR or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. RSPR is less concentrated, with 34.5% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: RSPR

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

MetricRSPRVOO
Expense Ratio0.40%0.03%Best
AUM$97M$997.4B
Dividend Yield1.63%1.08%
Holdings33509
YTD Return+7.74%+12.74%Best
1Y Return+1.93%+19.43%Best
3Y Return (annualized)+5.84%+21.18%Best
5Y Return (annualized)-0.69%+12.76%Best
Volatility (annualized)18.0%15.1%Best
Max Drawdown-43.2%-34.3%Best
$10,000 over 5 years$9,660$18,230Best
Top 10 Weight34.5%Best36.4%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 12, 2015Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Aug 14, 2015 to Sep 8, 2026 (11.1 years).

RSPR vs VOO 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 11.1 years both funds cover.

RSPR vs VOO Performance

Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year RSPR returned +1.93% while VOO returned +19.43%. Year to date, RSPR is up 7.74% versus a gain of 12.74% for VOO.

Over three years, RSPR compounded at +5.84% per year against +21.18% for VOO; over five years the annualized figures are -0.69% and +12.76% respectively. Across the full 11-year window we track, VOO has the edge at +13.25% annualized vs +3.82%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPR has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 15.1% for VOO. 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 -43.2% for RSPR and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSPR charges 0.40% per year while VOO 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, RSPR currently yields 1.63% against 1.08% for VOO.

Holdings Overlap

RSPR already in VOO100.0%
VOO already in RSPR1.9%

100.0% of RSPR's money is in holdings VOO also owns. 1.9% of VOO's money is in holdings RSPR also owns.

Most of RSPR is already inside VOO. Owning both mostly buys the same companies twice.

31 positions in common, counted across the 32 positions we hold weights for in RSPR and 504 in VOO, against full books of 33 and 509.

What only one of them owns

Our book lists 464 positions for VOO that do not appear in our book for RSPR (97.5% of the fund), and 1 for RSPR that do not appear in VOO (0.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in RSPRWeight in VOODifference
WELLWelltower, Inc.3.53%0.25%3.28%
CBRECbre Group Inc. Class A3.63%0.06%3.57%
DLRDigital Realty Trust Inc.3.46%0.09%3.37%
VTRVentas, Inc.3.47%0.07%3.40%
SPGSimon Property Group Inc. Reit Com3.42%0.11%3.31%
BXPBoston Properties Inc3.48%0.02%3.46%
WYWeyerhaeuser Co.3.45%0.03%3.42%
PEAKHealthpeak Properties Inc Snr S* Ice3.41%0.02%3.39%
EQIXEquinix Inc - Common3.27%0.16%3.11%
HSTHost Hotels & Resorts3.36%0.02%3.34%

100.0% of RSPR is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RSPRVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RSPR or VOO?

RSPR has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, RSPR or VOO?

Over the past year RSPR returned +1.93% vs +19.43% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), RSPR annualized +3.82% vs +13.25% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RSPR or VOO?

RSPR has been the more volatile fund at 18.0% annualized versus 15.1% for VOO. Worst drawdown: RSPR -43.2% vs VOO -34.3%.

Should I hold both RSPR and VOO?

RSPR and VOO have a monthly-return correlation of 0.77, 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 RSPR and VOO?

100.0% of RSPR's money is in holdings VOO also owns. 1.9% of VOO's is in holdings RSPR also owns. They hold 31 positions in common, counted across the 32 positions we hold weights for in RSPR and 504 in VOO.

Which pays a higher dividend, RSPR or VOO?

RSPR yields 1.63% while VOO yields 1.08%, so RSPR currently pays the higher dividend yield.

Is VOO better than RSPR?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. RSPR is less concentrated, with 34.5% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.