RSX vs VYM

RSX vs VYM

Which is better, RSX or VYM?

VYM has been ahead.

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

Lower Fees: VYMHigher Returns: VYM

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

MetricRSXVYM
Expense Ratio0.83%0.04%Best
AUM$32M$78.9B
Dividend Yield401.36%2.37%
Holdings31608
Volatility (annualized)37.7%15.3%Best
Max Drawdown-85.2%-58.8%Best
$10,000 over 15.7 years$2,251$21,966Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionApr 24, 2007Nov 10, 2006

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. RSX has data through Jan 12, 2023 and VYM through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 15.7 years row, are measured over the window both funds cover: Apr 30, 2007 to Jan 12, 2023 (15.7 years).

Risk: Volatility and Drawdowns

RSX has been the more volatile fund, with annualized monthly volatility of 37.7% compared with 15.3% for VYM. 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 -85.2% for RSX and -58.8% 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 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

RSX charges 0.83% per year while VYM charges 0.04%. On a $10,000 position that is $83 vs $4 annually, a gap of $79 per year that compounds over a long holding period. On income, RSX currently yields 401.36% against 2.37% for VYM.

You are not choosing between two funds in isolation.

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

RSXVYM

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Frequently Asked Questions

Which is cheaper, RSX or VYM?

RSX has an expense ratio of 0.83% while VYM charges 0.04%. VYM is the cheaper option, by $79 a year on a $10,000 investment.

Which is riskier, RSX or VYM?

RSX has been the more volatile fund at 37.7% annualized versus 15.3% for VYM. Worst drawdown: RSX -85.2% vs VYM -58.8%.

Should I hold both RSX and VYM?

RSX and VYM have a monthly-return correlation of 0.53, 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, RSX or VYM?

RSX yields 401.36% while VYM yields 2.37%, so RSX currently pays the higher dividend yield.

Is VYM better than RSX?

VYM has a lower expense ratio. VYM 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.