RUSC vs VYM

RUSC vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. RUSC delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: RUSCMore Diversified: VYM

Side-by-Side Comparison

MetricRUSCVYMWinner
Expense Ratio0.64%0.04%
AUM$82M$81.6B
Dividend Yield0.32%2.24%
Holdings494616
YTD Return+23.50%+15.75%
1Y Return+33.51%+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)14.6%14.6%
Max Drawdown-9.2%-58.8%
Fund FamilyRussell InvestmentsVanguard (US)
CategoryEquityEquity
InceptionMay 13, 2025Nov 10, 2006

RUSC vs VYM Performance

Russell Investments US Small Cap Equity ETF (RUSC) is a ETF from Russell Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RUSC returned +33.51% while VYM returned +23.85%. Year to date, RUSC is up 23.50% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

RUSC has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -9.2% for RUSC 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RUSC charges 0.64% per year while VYM charges 0.04%. On a $10,000 position that is $64 vs $4 annually, a gap of $60 per year that compounds over a long holding period. On income, RUSC currently yields 0.32% against 2.24% for VYM.

Holdings Overlap

1.7%overlap

RUSC and VYM share 75 holdings out of 1015 unique holdings combined, representing a 1.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RUSCWeight in VYMDifference
CXT0.52%0.01%0.51%
MLKN0.38%0.01%0.37%
VAC0.38%0.01%0.37%
JXNProProPro
WERNProProPro
GBCIProProPro
TKRProProPro
UGIProProPro
SYBTProProPro
CPKProProPro
FundXLS Pro
See the top 10 holdings RUSC shares with VYM
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, RUSC or VYM?

RUSC has an expense ratio of 0.64% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, RUSC or VYM?

Over the past year RUSC returned +33.51% vs +23.85% for VYM, so RUSC leads on 1-year performance. Over the longest common window we track (1 years), RUSC annualized +35.04% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, RUSC or VYM?

RUSC has been the more volatile fund at 14.6% annualized versus 14.6% for VYM. Worst drawdown: RUSC -9.2% vs VYM -58.8%.

Should I hold both RUSC and VYM?

RUSC and VYM have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RUSC and VYM?

RUSC and VYM share 75 common holdings with a 1.7% weight overlap. Combined, they hold 1015 unique securities.

Which pays a higher dividend, RUSC or VYM?

RUSC yields 0.32% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free