RSPR vs VTI

RSPR 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

MetricRSPRVTIWinner
Expense Ratio0.40%0.03%
AUM$100M$666.9B
Dividend Yield1.63%1.07%
Holdings333,543
YTD Return+10.99%+13.67%
1Y Return+6.84%+22.17%
3Y Return (annualized)+7.48%+21.93%
5Y Return (annualized)+0.64%+12.51%
Volatility (annualized)18.1%15.3%
Max Drawdown-43.2%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionAug 12, 2015May 24, 2001

RSPR vs VTI Performance

Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is a ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RSPR returned +6.84% while VTI returned +22.17%. Year to date, RSPR is up 10.99% versus a gain of 13.67% for VTI.

Over three years, RSPR compounded at +7.48% per year against +21.93% for VTI; over five years the annualized figures are +0.64% and +12.51% respectively. Across the full 11-year window we track, VTI has the edge at +8.11% annualized vs +4.12%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPR has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -43.2% for RSPR 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSPR 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, RSPR currently yields 1.63% against 1.07% for VTI.

Holdings Overlap

1.5%overlap

RSPR and VTI share 26 holdings out of 2792 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSPRWeight in VTIDifference
WELL3.46%0.22%3.24%
SPG3.46%0.09%3.37%
EQIX3.35%0.14%3.21%
DLRProProPro
VTRProProPro
DOCProProPro
IRMProProPro
ESSProProPro
AVBProProPro
OProProPro
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Frequently Asked Questions

Which is cheaper, RSPR or VTI?

RSPR 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, RSPR or VTI?

Over the past year RSPR returned +6.84% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (11 years), RSPR annualized +4.12% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, RSPR or VTI?

RSPR has been the more volatile fund at 18.1% annualized versus 15.3% for VTI. Worst drawdown: RSPR -43.2% vs VTI -56.6%.

Should I hold both RSPR and VTI?

RSPR and VTI have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSPR and VTI?

RSPR and VTI share 26 common holdings with a 1.5% weight overlap. Combined, they hold 2792 unique securities.

Which pays a higher dividend, RSPR or VTI?

RSPR yields 1.63% while VTI yields 1.07%, so RSPR currently pays the higher dividend yield.

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