RPG vs VYM

Quick Verdict

VYM has a lower expense ratio. RPG delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: RPGMore Diversified: VYM

Side-by-Side Comparison

MetricRPGVYMWinner
Expense Ratio0.35%0.04%
AUM$2.0B$79.0B
Dividend Yield0.14%2.86%
Holdings68568
YTD Return+23.44%+15.80%
1Y Return+26.16%+26.12%
3Y Return (annualized)+23.69%+18.25%
5Y Return (annualized)+8.78%+12.51%
Volatility (annualized)18.7%14.6%
Max Drawdown-53.7%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 1, 2006Nov 10, 2006

RPG vs VYM Performance

Invesco S&P 500 Pure Growth ETF (RPG) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RPG returned +26.16% while VYM returned +26.12%. Year to date, RPG is up 23.44% versus a gain of 15.80% for VYM.

Over three years, RPG compounded at +23.69% per year against +18.25% for VYM; over five years the annualized figures are +8.78% and +12.51% respectively. Across the full 20-year window we track, RPG has the edge at +11.27% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RPG has been the more volatile fund, with annualized monthly volatility of 18.7% 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 -53.7% for RPG 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RPG charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, RPG currently yields 0.14% against 2.86% for VYM.

Holdings Overlap

3.6%overlap

RPG and VYM share 6 holdings out of 618 unique holdings combined, representing a 3.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RPGWeight in VYMDifference
AVGO1.36%6.47%5.11%
CAT1.37%1.51%0.14%
NEM1.12%0.63%0.49%
TPRProProPro
RLProProPro
LVSProProPro
See all 6 holdings RPG shares with VYM
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, RPG or VYM?

RPG has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, RPG or VYM?

Over the past year RPG returned +26.16% vs +26.12% for VYM, so RPG leads on 1-year performance. Over the longest common window we track (20 years), RPG annualized +11.27% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, RPG or VYM?

RPG has been the more volatile fund at 18.7% annualized versus 14.6% for VYM. Worst drawdown: RPG -53.7% vs VYM -58.8%.

Should I hold both RPG and VYM?

RPG and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RPG and VYM?

RPG and VYM share 6 common holdings with a 3.6% weight overlap. Combined, they hold 618 unique securities.

Which pays a higher dividend, RPG or VYM?

RPG yields 0.14% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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