RSHO vs ZIG

RSHO vs ZIG

Which is better, RSHO or ZIG?

RSHO has been ahead.

RSHO led over 1Y and the full window. ZIG is less concentrated, with 34.5% of the fund in its ten largest positions against 61.1%.

Lower Fees: TiedHigher Returns: RSHOLess Concentrated: ZIG

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

MetricRSHOZIG
Expense Ratio0.75%Tie0.75%Tie
AUM$302M$30M
Dividend Yield0.23%1.70%
Holdings2597
Volatility (annualized)22.6%18.8%Best
Max Drawdown-27.3%Best-29.8%
$10,000 over 3.1 years$24,965Best$15,031
Top 10 Weight61.1%34.5%Best
Fund FamilyTema Global LimitedAcquirers Funds, LLC
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 11, 2023May 14, 2019

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

The two price series end 118 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. RSHO has data through Jun 18, 2026 and ZIG through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: May 11, 2023 to Jun 18, 2026 (3.1 years).

Compare RSHO against instead:RSHO vs SPYRSHO vs QQQRSHO vs VOORSHO vs VTIZIG against:ZIG vs VXUS

Risk: Volatility and Drawdowns

RSHO has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 18.8% for ZIG. 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 -27.3% for RSHO and -29.8% for ZIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSHO charges 0.75% per year while ZIG charges 0.75%. On a $10,000 position that is $75 vs $75 annually. On income, RSHO currently yields 0.23% against 1.70% for ZIG.

Holdings Overlap

We hold position weights for 24 holdings in RSHO and 32 in ZIG, totalling 99.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 154 days apart, RSHO as of Apr 30, 2026 and ZIG as of Oct 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 24 positions we hold weights for in RSHO and 32 in ZIG, against full books of 25 and 97.

What only one of them owns

Our book lists 32 positions for ZIG that do not appear in our book for RSHO (100.0% of the fund), and 22 for RSHO that do not appear in ZIG (91.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

RSHOZIG

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Frequently Asked Questions

Which is cheaper, RSHO or ZIG?

RSHO has an expense ratio of 0.75% while ZIG charges 0.75%. At the precision these are quoted to, they cost the same.

Which is riskier, RSHO or ZIG?

RSHO has been the more volatile fund at 22.6% annualized versus 18.8% for ZIG. Worst drawdown: RSHO -27.3% vs ZIG -29.8%.

Should I hold both RSHO and ZIG?

RSHO and ZIG have a monthly-return correlation of 0.77, 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, RSHO or ZIG?

RSHO yields 0.23% while ZIG yields 1.70%, so ZIG currently pays the higher dividend yield.

Is ZIG better than RSHO?

RSHO led over 1Y and the full window. ZIG is less concentrated, with 34.5% of the fund in its ten largest positions against 61.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.