OIH vs RSXJ

OIH vs RSXJ

Which is better, OIH or RSXJ?

OIH has been ahead.

OIH has a lower expense ratio. OIH led over 1Y and the full window.

Lower Fees: OIHHigher Returns: OIH

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

MetricOIHRSXJ
Expense Ratio0.35%Best0.84%
AUM$1.8B$337,038.24
Dividend Yield1.29%430.08%
Holdings5226
Volatility (annualized)42.3%32.2%Best
Max Drawdown-93.3%-79.0%Best
$10,000 over 11.7 years$3,828Best$2,133
Fund FamilyVanEckVanEck
CategoryEquityEquity
StyleSmall Cap ValueSmall Cap Value
InceptionDec 20, 2011Apr 13, 2011

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

The two price series end 1371 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. OIH has data through Oct 14, 2026 and RSXJ through Jan 12, 2023.

Volatility and max drawdown, and the $10,000 over 11.7 years row, are measured over the window both funds cover: Apr 14, 2011 to Jan 12, 2023 (11.7 years).

Compare OIH against instead:OIH vs SPYOIH vs QQQOIH vs VOOOIH vs VTIRSXJ against:RSXJ vs VXUS

Risk: Volatility and Drawdowns

OIH has been the more volatile fund, with annualized monthly volatility of 42.3% compared with 32.2% for RSXJ. 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 -93.3% for OIH and -79.0% for RSXJ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

OIH charges 0.35% per year while RSXJ charges 0.84%. On a $10,000 position that is $35 vs $84 annually, a gap of $49 per year that compounds over a long holding period. On income, OIH currently yields 1.29% against 430.08% for RSXJ.

You are not choosing between two funds in isolation.

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

OIHRSXJ

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Frequently Asked Questions

Which is cheaper, OIH or RSXJ?

OIH has an expense ratio of 0.35% while RSXJ charges 0.84%. OIH is the cheaper option, by $49 a year on a $10,000 investment.

Which is riskier, OIH or RSXJ?

OIH has been the more volatile fund at 42.3% annualized versus 32.2% for RSXJ. Worst drawdown: OIH -93.3% vs RSXJ -79.0%.

Should I hold both OIH and RSXJ?

OIH and RSXJ have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, OIH or RSXJ?

OIH yields 1.29% while RSXJ yields 430.08%, so RSXJ currently pays the higher dividend yield.

Is RSXJ better than OIH?

OIH has a lower expense ratio. OIH led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.