RSBT vs VYM
RSBT vs VYM
Return Stacked Bonds & Managed Futures ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | RSBT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.04% | |
| AUM | $138M | $79.0B | |
| Dividend Yield | 3.02% | 2.86% | |
| Holdings | 30 | 568 | |
| YTD Return | +3.54% | +15.20% | |
| 1Y Return | +17.12% | +25.56% | |
| 3Y Return (annualized) | +2.39% | +17.86% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 11.3% | 14.6% | |
| Max Drawdown | -23.6% | -58.8% | |
| Fund Family | Return Stacked ETF | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Feb 7, 2023 | Nov 10, 2006 |
RSBT vs VYM Performance
Return Stacked Bonds & Managed Futures ETF (RSBT) is a ETF from Return Stacked ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSBT returned +17.12% while VYM returned +25.56%. Year to date, RSBT is up 3.54% versus a gain of 15.20% for VYM.
Over three years, RSBT compounded at +2.39% per year against +17.86% for VYM. Across the full 4-year window we track, VYM has the edge at +7.05% annualized vs -1.25%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.3% for RSBT. 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 -23.6% for RSBT 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RSBT charges 1.01% per year while VYM charges 0.04%. On a $10,000 position that is $101 vs $4 annually, a gap of $97 per year that compounds over a long holding period. On income, RSBT currently yields 3.02% against 2.86% for VYM.
Holdings Overlap
RSBT and VYM share 0 holdings out of 560 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RSBT or VYM?
RSBT has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, RSBT or VYM?
Over the past year RSBT returned +17.12% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), RSBT annualized -1.25% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, RSBT or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.3% for RSBT. Worst drawdown: RSBT -23.6% vs VYM -58.8%.
Should I hold both RSBT and VYM?
RSBT and VYM have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RSBT and VYM?
RSBT and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, RSBT or VYM?
RSBT yields 3.02% while VYM yields 2.86%, so RSBT currently pays the higher dividend yield.
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