HEAT vs RWIN

HEAT vs RWIN

Which is better, HEAT or RWIN?

RWIN costs less.

RWIN has a lower expense ratio.

Lower Fees: RWIN

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHEATRWIN
Expense Ratio0.69%0.42%Best
AUM$14M$20M
Dividend Yield0.53%1.20%
Holdings64333
Volatility (annualized)15.7%-
Max Drawdown-20.7%-
Fund FamilyTouchstone InvestmentsRayliant Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 28, 2023Apr 8, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 299 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HEAT has data through Dec 19, 2025 and RWIN through Oct 14, 2026.

Compare HEAT against instead:HEAT vs SPYHEAT vs QQQHEAT vs VOOHEAT vs VTIRWIN against:RWIN vs VXUS

Fees and Cost Over Time

HEAT charges 0.69% per year while RWIN charges 0.42%. On a $10,000 position that is $69 vs $42 annually, a gap of $27 per year that compounds over a long holding period. On income, HEAT currently yields 0.53% against 1.20% for RWIN.

You are not choosing between two funds in isolation.

Whichever of HEAT and RWIN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HEATRWIN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HEAT or RWIN?

HEAT has an expense ratio of 0.69% while RWIN charges 0.42%. RWIN is the cheaper option, by $27 a year on a $10,000 investment.

Which pays a higher dividend, HEAT or RWIN?

HEAT yields 0.53% while RWIN yields 1.20%, so RWIN currently pays the higher dividend yield.

Is RWIN better than HEAT?

RWIN has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.