The Vanguard Shopper Staples ETF (NYSEMKT: VDC) and Invesco S&P 500 Equal Weight Shopper Staples ETF (NYSEMKT: RSPS) each deal with shopper staples, however VDC is far bigger, carries a decrease expense ratio, and weights its holdings by market cap, whereas RSPS makes use of an equal-weight strategy and prices extra.
Each VDC and RSPS give buyers publicity to the patron staples sector, however they strategy it in a different way. VDC tracks a broad, cap-weighted index together with over 100 shares, whereas RSPS equally weights simply 37 S&P 500 shopper staples names. This comparability highlights their variations in value, latest returns, danger, and portfolio building.
Metric | VDC | RSPS |
|---|---|---|
Issuer | Vanguard | Invesco |
Expense ratio | 0.09% | 0.40% |
1-yr return (as of 2026-02-04) | 11.5% | 14.5% |
Dividend yield | 2.10% | 2.63% |
Beta | 0.64 | 0.61 |
AUM | $9.05 billion | $249.67 million |
Beta measures worth volatility relative to the S&P 500; beta is calculated from five-year month-to-month returns. The 1-yr return represents complete return over the trailing 12 months.
RSPS is costlier to carry than VDC, charging 0.40% yearly versus 0.09%, nevertheless it has delivered a barely increased dividend yield, paying 2.6% in comparison with VDC’s 2.1%.
Metric | VDC | RSPS |
|---|---|---|
Max drawdown (5 y) | -16.55% | -18.60% |
Development of $1,000 over 5 years | $1,375 | $1,073 |
RSPS tracks an equal-weighted index of S&P 500 shopper staples names, giving smaller corporations an even bigger function than in conventional cap-weighted funds. With 37 holdings, its largest positions just lately included Bunge International SA (NYSE:BG), Colgate-Palmolive Co. (NYSE:CL), and Church & Dwight Co Inc. (NYSE:CHD), every making up simply over 3% of property. The fund has been working for over 19 years and holds solely shopper defensive shares, rebalancing quarterly.
VDC, in distinction, consists of over 100 corporations, weighting them by market cap and leading to heavy tilts towards giants like Walmart Inc. (NASDAQ:WMT), Costco Wholesale Corp. (NASDAQ:COST), and Procter & Gamble Co. (NYSE:PG). VDC’s sector make-up is almost all shopper defensive, with small allocations to shopper cyclical and industrials, making it extra diversified by variety of holdings and providing broader business protection inside staples.
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Though the Vanguard Shopper Staples ETF (VDC) and the Invesco S&P 500 Equal Weight Shopper Staples ETF (RSPS) each ship publicity to the patron staples sector, their strategy is kind of completely different. These variations may be the explanations for selecting one over the opposite.
