RSPE vs VTI

Quick Verdict

VTI has a lower expense ratio. RSPE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: RSPEMore Diversified: VTI

Side-by-Side Comparison

MetricRSPEVTIWinner
Expense Ratio0.20%0.03%
AUM$68M$663.5B
Dividend Yield1.46%1.07%
Holdings1883,543
YTD Return+16.42%+13.39%
1Y Return+27.91%+23.21%
3Y Return (annualized)+15.58%+20.65%
5Y Return (annualized)-+12.18%
Volatility (annualized)16.5%15.3%
Max Drawdown-22.9%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 17, 2021May 24, 2001

RSPE vs VTI Performance

Invesco ESG S&P 500 Equal Weight ETF (RSPE) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RSPE returned +27.91% while VTI returned +23.21%. Year to date, RSPE is up 16.42% versus a gain of 13.39% for VTI.

Over three years, RSPE compounded at +15.58% per year against +20.65% for VTI. Across the full 5-year window we track, RSPE has the edge at +9.03% annualized vs +8.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSPE has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 15.3% for VTI. 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 -22.9% for RSPE and -56.6% for VTI. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RSPE charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, RSPE currently yields 1.46% against 1.07% for VTI.

Holdings Overlap

22.2%overlap

RSPE and VTI share 172 holdings out of 2796 unique holdings combined, representing a 22.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSPEWeight in VTIDifference
NVDA0.51%6.32%5.81%
MSFT0.49%3.81%3.32%
GOOGL0.29%2.88%2.59%
GOOGProProPro
MUProProPro
INTCProProPro
LRCXProProPro
VProProPro
CATProProPro
KLACProProPro
See all 10 holdings RSPE shares with VTI
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Frequently Asked Questions

Which is cheaper, RSPE or VTI?

RSPE has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, RSPE or VTI?

Over the past year RSPE returned +27.91% vs +23.21% for VTI, so RSPE leads on 1-year performance. Over the longest common window we track (5 years), RSPE annualized +9.03% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, RSPE or VTI?

RSPE has been the more volatile fund at 16.5% annualized versus 15.3% for VTI. Worst drawdown: RSPE -22.9% vs VTI -56.6%.

Should I hold both RSPE and VTI?

RSPE and VTI have a monthly-return correlation of 0.92, 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 RSPE and VTI?

RSPE and VTI share 172 common holdings with a 22.2% weight overlap. Combined, they hold 2796 unique securities.

Which pays a higher dividend, RSPE or VTI?

RSPE yields 1.46% while VTI yields 1.07%, so RSPE currently pays the higher dividend yield.

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