RSMV vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricRSMVVYMWinner
Expense Ratio0.95%0.04%
AUM$23M$79.0B
Dividend Yield0.91%2.86%
Holdings31568
YTD Return+6.08%+15.45%
1Y Return+17.43%+26.05%
3Y Return (annualized)-+17.96%
5Y Return (annualized)-+12.54%
Volatility (annualized)11.8%14.6%
Max Drawdown-17.6%-58.8%
Fund FamilyTeucriumVanguard (US)
CategoryEquityEquity
InceptionJan 13, 2025Nov 10, 2006

RSMV vs VYM Performance

Relative Strength Managed Volatility Strategy ETF (RSMV) is a ETF from Teucrium and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSMV returned +17.43% while VYM returned +26.05%. Year to date, RSMV is up 6.08% versus a gain of 15.45% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.8% for RSMV. 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 -17.6% for RSMV 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RSMV charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, RSMV currently yields 0.91% against 2.86% for VYM.

Holdings Overlap

21.2%overlap

RSMV and VYM share 15 holdings out of 578 unique holdings combined, representing a 21.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSMVWeight in VYMDifference
JPM2.16%3.36%1.20%
JNJ2.19%2.62%0.43%
ABBV2.09%1.80%0.29%
PGProProPro
CATProProPro
KOProProPro
MRKProProPro
CSCOProProPro
BACProProPro
PMProProPro
See all 10 holdings RSMV 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, RSMV or VYM?

RSMV has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, RSMV or VYM?

Over the past year RSMV returned +17.43% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), RSMV annualized +11.30% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, RSMV or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 11.8% for RSMV. Worst drawdown: RSMV -17.6% vs VYM -58.8%.

Should I hold both RSMV and VYM?

RSMV and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSMV and VYM?

RSMV and VYM share 15 common holdings with a 21.2% weight overlap. Combined, they hold 578 unique securities.

Which pays a higher dividend, RSMV or VYM?

RSMV yields 0.91% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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