RWLC vs VOO

RWLC vs VOO

Which is better, RWLC or VOO?

RWLC has been ahead.

VOO has a lower expense ratio. RWLC led over 1Y. RWLC is less concentrated, with 36.9% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns (1Y): RWLCLess Concentrated: RWLC

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

MetricRWLCVOO
Expense Ratio0.32%0.03%Best
AUM$100M$997.4B
Dividend Yield12.58%1.04%
Holdings115509
YTD Return+16.99%Best+13.21%
1Y Return-+17.37%
3Y Return (annualized)-+22.66%
5Y Return (annualized)-+13.14%
Top 10 Weight36.9%Best37.6%
Fund FamilyThe Advisors Inner Circle FundVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 15, 2021Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

RWLC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

RWLC vs VOO Performance

Rayliant NxtGen Multifactor US Equity ETF (RWLC) is an ETF from The Advisors Inner Circle Fund and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, RWLC is up 16.99% versus a gain of 13.21% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

RWLC charges 0.32% per year while VOO charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, RWLC currently yields 12.58% against 1.04% for VOO.

Holdings Overlap

RWLC already in VOO98.8%
VOO already in RWLC55.3%

98.8% of RWLC's money is in holdings VOO also owns. 55.3% of VOO's money is in holdings RWLC also owns.

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

99 positions in common, counted across the 101 positions we hold weights for in RWLC and 494 in VOO, against full books of 115 and 509.

What only one of them owns

Our book lists 388 positions for VOO that do not appear in our book for RWLC (43.9% of the fund), and 0 for RWLC 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 RWLCWeight in VOODifference
AAPLApple, Inc8.82%7.05%1.77%
NVDANvidia Corp6.68%7.55%0.87%
MSFTMicrosoft Corp2.89%5.36%2.47%
GOOGLAlphabet Inc,class A3.52%3.24%0.28%
AMZNAmazon.Com Inc2.27%4.13%1.86%
GOOGAlphabet Inc3.13%2.62%0.51%
MUMicron Technology, Inc.2.89%1.44%1.45%
AVGOBroadcom Inc1.21%2.86%1.65%
LLYEli Lilly & Co.2.00%1.41%0.59%
MAMastercard Inc2.65%0.72%1.93%

98.8% of RWLC 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.

RWLCVOO

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Frequently Asked Questions

Which is cheaper, RWLC or VOO?

RWLC has an expense ratio of 0.32% while VOO charges 0.03%. VOO is the cheaper option, by $29 a year on a $10,000 investment.

What is the holdings overlap between RWLC and VOO?

98.8% of RWLC's money is in holdings VOO also owns. 55.3% of VOO's is in holdings RWLC also owns. They hold 99 positions in common, counted across the 101 positions we hold weights for in RWLC and 494 in VOO.

Which pays a higher dividend, RWLC or VOO?

RWLC yields 12.58% while VOO yields 1.04%, so RWLC currently pays the higher dividend yield.

Is VOO better than RWLC?

VOO has a lower expense ratio. RWLC led over 1Y. RWLC is less concentrated, with 36.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.