RSPU vs VOO

RSPU vs VOO

Which is better, RSPU or VOO?

Mid Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. RSPU is less concentrated, with 33.5% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: RSPU

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

MetricRSPUVOO
Expense Ratio0.40%0.03%Best
AUM$516M$997.4B
Dividend Yield2.71%1.04%
Holdings33509
YTD Return+0.85%+11.55%Best
1Y Return+3.99%+17.54%Best
3Y Return (annualized)+14.82%+20.71%Best
5Y Return (annualized)+9.20%+12.80%Best
Volatility (annualized)13.9%Best14.1%
Max Drawdown-37.4%-34.3%Best
$10,000 over 5 years$15,528$18,262Best
Top 10 Weight33.5%Best36.4%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionNov 1, 2006Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 10, 2026 (16 years).

RSPU 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 16 years both funds cover.

RSPU vs VOO Performance

Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year RSPU returned +3.99% while VOO returned +17.54%. Year to date, RSPU is up 0.85% versus a gain of 11.55% for VOO.

Over three years, RSPU compounded at +14.82% per year against +20.71% for VOO; over five years the annualized figures are +9.20% and +12.80% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +8.18%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.9% for RSPU. 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 -37.4% for RSPU 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 0.47. They move together some of the time, and apart the rest.

Fees and Cost Over Time

RSPU 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, RSPU currently yields 2.71% against 1.04% for VOO.

Holdings Overlap

RSPU already in VOO100.0%
VOO already in RSPU2.2%

100.0% of RSPU's money is in holdings VOO also owns. 2.2% of VOO's money is in holdings RSPU also owns.

Most of RSPU 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 RSPU and 505 in VOO, against full books of 33 and 509.

What only one of them owns

Measured across the 32 and 505 positions we hold weights for.

VOO holds 465 positions RSPU does not, 97.3% of the fund.

Largest: NVDA 7.51%, AAPL 6.59%, MSFT 4.30%, AMZN 3.62%, GOOGL 3.25%

Top Shared Holdings

StockWeight in RSPUWeight in VOODifference
CEGConstellation Energy Corp3.54%0.12%3.42%
NEENextera Energy Inc.3.29%0.28%3.01%
AWKAmerican Water Works Co. Inc.3.41%0.04%3.37%
ESEversource Energy3.38%0.04%3.34%
DDominion Energy Inc.3.33%0.09%3.24%
PCGPg&E Corp.3.35%0.06%3.29%
VSTVistra Energy Corp.3.32%0.08%3.24%
FEFirstenergy Corp.3.34%0.04%3.30%
SOSouthern Co.3.19%0.17%3.02%
DUKDuke Energy Corp.3.19%0.15%3.04%

100.0% of RSPU 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.

RSPUVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RSPU or VOO?

RSPU 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, RSPU or VOO?

Over the past year RSPU returned +3.99% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), RSPU annualized +8.18% vs +13.35% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RSPU or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.9% for RSPU. Worst drawdown: RSPU -37.4% vs VOO -34.3%.

Should I hold both RSPU and VOO?

RSPU and VOO have a monthly-return correlation of 0.47, 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 RSPU and VOO?

100.0% of RSPU's money is in holdings VOO also owns. 2.2% of VOO's is in holdings RSPU also owns. They hold 31 positions in common, counted across the 32 positions we hold weights for in RSPU and 505 in VOO.

Which pays a higher dividend, RSPU or VOO?

RSPU yields 2.71% while VOO yields 1.04%, so RSPU currently pays the higher dividend yield.

Is VOO better than RSPU?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. RSPU is less concentrated, with 33.5% 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.