RSMR vs STNC

RSMR vs STNC

Which is better, RSMR or STNC?

STNC has been ahead.

STNC led over 1Y and the full window.

Lower Fees: TiedHigher Returns: STNC

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

MetricRSMRSTNC
Expense Ratio0.85%Tie0.85%Tie
AUM$11M$91M
Dividend Yield0.00%0.95%
Holdings1098
YTD Return+9.11%+9.15%Best
1Y Return+12.12%+13.09%Best
3Y Return (annualized)-+13.48%
5Y Return (annualized)-+7.03%
Volatility (annualized)5.3%Best11.7%
Max Drawdown-9.1%Best-12.8%
$10,000 over 1.6 years$11,863$12,237Best
Fund FamilyFirst Trust Portfolios (US)Hennessy Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 21, 2025Mar 15, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 24, 2025 to Oct 14, 2026 (1.6 years).

RSMR vs STNC 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 1.6 years both funds cover.

Compare RSMR against instead:RSMR vs SPYRSMR vs QQQRSMR vs VOORSMR vs VTISTNC against:STNC vs VXUS

RSMR vs STNC Performance

FT Vest US Equity Equal Weight Buffer ETF - March (RSMR) is an ETF from First Trust Portfolios (US) and Hennessy Sustainable ETF (STNC) is an ETF from Hennessy Funds. Over the past year RSMR returned +12.12% while STNC returned +13.09%. Year to date, RSMR is up 9.11% versus a gain of 9.15% for STNC.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

STNC has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 5.3% for RSMR. 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 -9.1% for RSMR and -12.8% for STNC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

RSMR charges 0.85% per year while STNC charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, RSMR currently yields 0.00% against 0.95% for STNC.

You are not choosing between two funds in isolation.

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

RSMRSTNC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RSMR or STNC?

RSMR has an expense ratio of 0.85% while STNC charges 0.85%. At the precision these are quoted to, they cost the same.

Which performed better, RSMR or STNC?

Over the past year RSMR returned +12.12% vs +13.09% for STNC, so STNC leads on 1-year performance. Over the longest common window we track (2 years), RSMR annualized +11.27% vs +13.45% for STNC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RSMR or STNC?

STNC has been the more volatile fund at 11.7% annualized versus 5.3% for RSMR. Worst drawdown: RSMR -9.1% vs STNC -12.8%.

Should I hold both RSMR and STNC?

RSMR and STNC have a monthly-return correlation of 0.69, 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, RSMR or STNC?

RSMR yields 0.00% while STNC yields 0.95%, so STNC currently pays the higher dividend yield.

Is STNC better than RSMR?

STNC 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.