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CFO vs RSP

Both CFO and RSP are ETFs. CFO has a lower 5-year return than RSP (15.19% vs 15.56%). CFO has a higher expense ratio than RSP (0.38% vs 0.2%). Below is the comparison between CFO and RSP.

CFO RSP
Security Type ETF ETF
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Family Victory Capital Management Guggenheim
Net Assets $932.00M $28.65B
Expense Ratio 0.38% 0.20%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.83% 1.42%
Underlying Index CEMP U.S. Large Cap 500 Long/Cash Volatility Weighted Index S&P 500 Equal Weight Index
YTD Return 14.77% 19.87%
1-Year Return 40.64% 54.62%
3-Year Return 13.50% 15.72%
5-Year Return 15.19% 15.56%
10-Year Return 0.00% 13.98%

CFO description

The Fund seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Long/Cash Volatility Weighted Index before fees and expenses. The Fund invests at least 80% of its assets in the securities of U.S. issuers included in the Index as of its most recent reconstitution.

CFO performance & returns

YTD Return 14.77%
1-Month Return 0.89%
3-Month Return 8.38%
1-Year Return 40.64%
3-Year Return 13.50%
5-Year Return 15.19%
10-Year Return 0.00%
CFO expense ratio is 0.38%.

CFO holdings

Top 10 Holdings (3.34% of Total Assets)

Name Symbol % Assets
E-mini S&P 500 Future Dec 20 ESZ0 0.39%
Verizon Communications Inc VZ 0.36%
Morningstar Inc MORN 0.36%
Costco Wholesale Corp COST 0.34%
BlackRock Liquidity T-Fund Instl TSTXX 0.34%
Dollar General Corp DG 0.32%
Danaher Corp DHR 0.32%
Tyler Technologies Inc TYL 0.31%
Walmart Inc WMT 0.30%
Hormel Foods Corp HRL 0.30%

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RSP description

The Fund seeks to replicate as closely as possible, before fees and expenses, the performance of the equal-weighted S&P 500 Index. The Fund uses a passive management strategy to track the performance of the underlying index.

RSP performance & returns

YTD Return 19.87%
1-Month Return 1.92%
3-Month Return 8.79%
1-Year Return 54.62%
3-Year Return 15.72%
5-Year Return 15.56%
10-Year Return 13.98%
RSP expense ratio is 0.2%.

RSP holdings

Top 10 Holdings (2.55% of Total Assets)

Name Symbol % Assets
Tapestry Inc TPR 0.28%
Paycom Software Inc PAYC 0.28%
Align Technology Inc ALGN 0.27%
Martin Marietta Materials Inc MLM 0.26%
Invesco Ltd IVZ 0.25%
General Electric Co GE 0.25%
Xilinx Inc XLNX 0.24%
Quanta Services Inc PWR 0.24%
MarketAxess Holdings Inc MKTX 0.24%
Discover Financial Services DFS 0.24%

Other relevant RSP comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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