RSPA 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

MetricRSPAVYMWinner
Expense Ratio0.29%0.04%
AUM$1.0B$79.0B
Dividend Yield8.95%2.86%
Holdings525568
YTD Return+12.58%+15.57%
1Y Return+19.93%+25.99%
3Y Return (annualized)-+18.02%
5Y Return (annualized)-+12.71%
Volatility (annualized)8.7%14.6%
Max Drawdown-15.4%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJul 17, 2024Nov 10, 2006

RSPA vs VYM Performance

Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSPA returned +19.93% while VYM returned +25.99%. Year to date, RSPA is up 12.58% versus a gain of 15.57% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 8.7% for RSPA. 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 -15.4% for RSPA 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RSPA charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, RSPA currently yields 8.95% against 2.86% for VYM.

Holdings Overlap

29.0%overlap

RSPA and VYM share 224 holdings out of 836 unique holdings combined, representing a 29.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSPAWeight in VYMDifference
AVGO0.15%6.47%6.32%
JPM0.30%3.36%3.06%
XOM0.13%2.83%2.70%
JNJProProPro
WMTProProPro
ABBVProProPro
PGProProPro
HDProProPro
CATProProPro
CSCOProProPro
See all 10 holdings RSPA 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, RSPA or VYM?

RSPA has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, RSPA or VYM?

Over the past year RSPA returned +19.93% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), RSPA annualized +13.69% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, RSPA or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 8.7% for RSPA. Worst drawdown: RSPA -15.4% vs VYM -58.8%.

Should I hold both RSPA and VYM?

RSPA and VYM have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between RSPA and VYM?

RSPA and VYM share 224 common holdings with a 29.0% weight overlap. Combined, they hold 836 unique securities.

Which pays a higher dividend, RSPA or VYM?

RSPA yields 8.95% while VYM yields 2.86%, so RSPA currently pays the higher dividend yield.

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