RSP vs STNC
Invesco S&P 500 Equal Weight ETF vs Hennessy Sustainable ETF
Which is better, RSP or STNC?
RSP has been ahead.
RSP has a lower expense ratio. RSP led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.
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 | RSP | STNC |
|---|---|---|
| Expense Ratio | 0.20%Best | 0.85% |
| AUM | $98.6B | $91M |
| Dividend Yield | 1.53% | 0.95% |
| Holdings | 1,533 | 98 |
| YTD Return | +11.29%Best | +9.15% |
| 1Y Return | +14.33%Best | +13.09% |
| 3Y Return (annualized) | +16.05%Best | +13.48% |
| 5Y Return (annualized) | +8.16%Best | +7.03% |
| Volatility (annualized) | 15.4% | 15.0%Best |
| Max Drawdown | -21.4%Best | -22.3% |
| $10,000 over 5 years | $14,802Best | $14,045 |
| Fund Family | Invesco (US) | Hennessy Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 24, 2003 | Mar 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 16, 2021 to Oct 14, 2026 (5.6 years).
RSP 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 5.6 years both funds cover.
RSP vs STNC Performance
Invesco S&P 500 Equal Weight ETF (RSP) is an ETF from Invesco (US) and Hennessy Sustainable ETF (STNC) is an ETF from Hennessy Funds. Over the past year RSP returned +14.33% while STNC returned +13.09%. Year to date, RSP is up 11.29% versus a gain of 9.15% for STNC.
Over three years, RSP compounded at +16.05% per year against +13.48% for STNC; over five years the annualized figures are +8.16% and +7.03% respectively. Across the full 6-year window we track, RSP has the edge at +9.29% annualized vs +7.68%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSP has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 15.0% for STNC. 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 -21.4% for RSP and -22.3% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
RSP charges 0.20% per year while STNC charges 0.85%. On a $10,000 position that is $20 vs $85 annually, a gap of $65 per year that compounds over a long holding period. On income, RSP currently yields 1.53% against 0.95% for STNC.
Holdings Overlap
At least 92.0% of STNC's money is in holdings RSP also owns.
Stated as a floor: for RSP, our book for it covers 93.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of STNC is already inside RSP. Owning both mostly buys the same companies twice.
42 positions in common, counted across the 472 positions we hold weights for in RSP and 47 in STNC, against full books of 1,533 and 98.
Top Shared Holdings
| Stock | Weight in RSP | Weight in STNC | Difference |
|---|---|---|---|
| HPQHP Inc | 0.20% | 4.42% | 4.22% |
| BBYBest Buy Co Inc | 0.21% | 3.85% | 3.64% |
| MCKMckesson Corp. | 0.21% | 3.77% | 3.56% |
| BIIBBiogen Inc. Com | 0.21% | 3.52% | 3.31% |
| HCAHca Healthcare Inc. | 0.21% | 3.44% | 3.23% |
| PWRQuanta Services Inc | 0.22% | 3.37% | 3.15% |
| KRKroger Co. | 0.21% | 3.36% | 3.15% |
| GWWWw Grainger Inc. | 0.20% | 3.24% | 3.04% |
| WRBWr Berkley Corp. | 0.20% | 3.23% | 3.03% |
| HLTHilton Worldwide Holdings Inc. | 0.21% | 3.17% | 2.96% |
92.0% of STNC is already inside RSP.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RSP or STNC?
RSP has an expense ratio of 0.20% while STNC charges 0.85%. RSP is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, RSP or STNC?
Over the past year RSP returned +14.33% vs +13.09% for STNC, so RSP leads on 1-year performance. Over the longest common window we track (6 years), RSP annualized +9.29% vs +7.68% for STNC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RSP or STNC?
RSP has been the more volatile fund at 15.4% annualized versus 15.0% for STNC. Worst drawdown: RSP -21.4% vs STNC -22.3%.
Should I hold both RSP and STNC?
RSP and STNC have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between RSP and STNC?
At least 92.0% of STNC's money is in holdings RSP also owns. Our book for RSP is partial, so the real figure is this or higher. They hold 42 positions in common, counted across the 472 positions we hold weights for in RSP and 47 in STNC.
Which pays a higher dividend, RSP or STNC?
RSP yields 1.53% while STNC yields 0.95%, so RSP currently pays the higher dividend yield.
Is STNC better than RSP?
RSP has a lower expense ratio. RSP led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.