RSBT vs VYM
Return Stacked Bonds & Managed Futures ETF vs Vanguard High Dividend Yield ETF
Which is better, RSBT or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window.
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
| Metric | RSBT | VYM |
|---|---|---|
| Expense Ratio | 1.01% | 0.04%Best |
| AUM | $165M | $78.9B |
| Dividend Yield | 2.95% | 2.37% |
| Holdings | 34 | 608 |
| YTD Return | +8.40% | +11.83%Best |
| 1Y Return | +8.40% | +15.96%Best |
| 3Y Return (annualized) | +4.37% | +18.60%Best |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 11.2%Best | 11.4% |
| Max Drawdown | -23.6% | -14.5%Best |
| $10,000 over 3.7 years | $10,019 | $16,118Best |
| Fund Family | Return Stacked ETF | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Value |
| Inception | Feb 7, 2023 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 8, 2023 to Oct 14, 2026 (3.7 years).
RSBT vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.7 years both funds cover.
RSBT vs VYM Performance
Return Stacked Bonds & Managed Futures ETF (RSBT) is an ETF from Return Stacked ETF and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year RSBT returned +8.40% while VYM returned +15.96%. Year to date, RSBT is up 8.40% versus a gain of 11.83% for VYM.
Over three years, RSBT compounded at +4.37% per year against +18.60% for VYM. Across the full 4-year window we track, VYM has the edge at +13.77% annualized vs +0.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 11.4% compared with 11.2% for RSBT. 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 -23.6% for RSBT and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
RSBT charges 1.01% per year while VYM charges 0.04%. On a $10,000 position that is $101 vs $4 annually, a gap of $97 per year that compounds over a long holding period. On income, RSBT currently yields 2.95% against 2.37% for VYM.
Holdings Overlap
We hold position weights for 2 holdings in RSBT and 602 in VYM, totalling 90.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in RSBT and 602 in VYM, against full books of 34 and 608.
You are not choosing between two funds in isolation.
Whichever of RSBT and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RSBT or VYM?
RSBT has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, RSBT or VYM?
Over the past year RSBT returned +8.40% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), RSBT annualized +0.05% vs +13.77% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RSBT or VYM?
VYM has been the more volatile fund at 11.4% annualized versus 11.2% for RSBT. Worst drawdown: RSBT -23.6% vs VYM -14.5%.
Should I hold both RSBT and VYM?
RSBT and VYM have a monthly-return correlation of 0.38, 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, RSBT or VYM?
RSBT yields 2.95% while VYM yields 2.37%, so RSBT currently pays the higher dividend yield.
Is VYM better than RSBT?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.