ETEC vs. RSBY

Last updated Jun 6, 2026

ETEC (iShares Breakthrough Environmental Solutions ETF) and RSBY (Return Stacked Bonds & Futures Yield ETF) are both exchange-traded funds - ETEC is a Technology Equities fund tracking the Morningstar Global Emerging Green Technologies Select Index - Benchmark TR Net, while RSBY is a Multistrategy fund actively managed by Return Stacked. ETEC is passively managed, while RSBY is actively managed. Over the past year, ETEC returned 52.10% vs 20.17% for RSBY. At a correlation of -0.21, they often move in opposite directions. ETEC charges 0.47%/yr vs 0.98%/yr for RSBY.

Performance

ETEC vs. RSBY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Breakthrough Environmental Solutions ETF (ETEC) and Return Stacked Bonds & Futures Yield ETF (RSBY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with ETEC having a 19.52% return and RSBY slightly lower at 19.04%.

ETEC

• 1D: -6.33%
• 1M: -0.82%
• YTD: 19.52%
• 6M: 18.04%
• 1Y: 52.10%
• 3Y*: 7.74%
• 5Y*: —
• 10Y*: —

RSBY

• 1D: 0.19%
• 1M: -1.29%
• YTD: 19.04%
• 6M: 15.93%
• 1Y: 20.17%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ETEC vs. RSBY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
ETEC iShares Breakthrough Environmental Solutions ETF	19.52%	31.89%	-5.93%
RSBY Return Stacked Bonds & Futures Yield ETF	19.04%	-12.98%	-7.90%

Correlation

The correlation between ETEC and RSBY is -0.25, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.25
Correlation (All Time) Calculated using the full available price history since Aug 22, 2024	-0.21

ETEC vs. RSBY - Sectors Allocation Comparison

Sectors	ETEC	RSBY
Industrials	36.4%	3.1%
Technology	23.0%	53.7%
Consumer Cyclical	22.5%	12.2%
Energy	11.9%	0.6%
Basic Materials	3.0%	1.1%
Utilities	2.9%	1.4%
Communication Services	-	15.8%
Consumer Defensive	-	7.7%
Financial Services	-	0.2%
Healthcare	-	4.2%
Real Estate	-	0.1%

Return for Risk

ETEC vs. RSBY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ETEC

ETEC Risk / Return Rank: 78
ETEC Sharpe Ratio Rank: 77
ETEC Sortino Ratio Rank: 71
ETEC Omega Ratio Rank: 70
ETEC Calmar Ratio Rank: 88
ETEC Martin Ratio Rank: 82

RSBY

RSBY Risk / Return Rank: 51
RSBY Sharpe Ratio Rank: 53
RSBY Sortino Ratio Rank: 56
RSBY Omega Ratio Rank: 51
RSBY Calmar Ratio Rank: 54
RSBY Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ETEC vs. RSBY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Breakthrough Environmental Solutions ETF (ETEC) and Return Stacked Bonds & Futures Yield ETF (RSBY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	ETEC	RSBY	Difference
Sharpe ratio: Return per unit of total volatility	2.34	1.72	+0.62
Sortino ratio: Return per unit of downside risk	3.00	2.51	+0.49
Omega ratio: Gain probability vs. loss probability	1.39	1.30	+0.09
Calmar ratio: Return relative to maximum drawdown	4.99	2.55	+2.44
Martin ratio: Return relative to average drawdown	15.48	5.96	+9.52
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ETEC vs. RSBY - Sharpe Ratio Comparison

The current ETEC Sharpe Ratio is 2.34, which is higher than the RSBY Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of ETEC and RSBY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ETEC	RSBY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.34	1.72	+0.62
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	-0.19	+0.45

Drawdowns

ETEC vs. RSBY - Drawdown Comparison

The maximum ETEC drawdown since its inception was -39.71%, which is greater than RSBY's maximum drawdown of -23.32%. Use the drawdown chart below to compare losses from any high point for ETEC and RSBY.

Drawdown Indicators

	ETEC	RSBY	Difference
Max Drawdown Largest peak-to-trough decline	-39.71%	-23.32%	-16.39%
Max Drawdown (1Y) Largest decline over 1 year	-10.49%	-7.95%	-2.54%
Max Drawdown (3Y) Largest decline over 3 years	-39.71%	—	—
Current Drawdown Current decline from peak	-7.35%	-6.04%	-1.31%
Average Drawdown Average peak-to-trough decline	-14.97%	-13.76%	-1.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.38%	3.40%	-0.02%

Volatility

ETEC vs. RSBY - Volatility Comparison

iShares Breakthrough Environmental Solutions ETF (ETEC) has a higher volatility of 9.83% compared to Return Stacked Bonds & Futures Yield ETF (RSBY) at 1.93%. This indicates that ETEC's price experiences larger fluctuations and is considered to be riskier than RSBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ETEC	RSBY	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.83%	1.93%	+7.90%
Volatility (6M) Calculated over the trailing 6-month period	17.25%	8.51%	+8.74%
Volatility (1Y) Calculated over the trailing 1-year period	22.35%	11.78%	+10.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.12%	13.53%	+10.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.12%	13.53%	+10.59%

ETEC vs. RSBY - Expense Ratio Comparison

ETEC has a 0.47% expense ratio, which is lower than RSBY's 0.98% expense ratio.

Dividends

ETEC vs. RSBY - Dividend Comparison

ETEC's dividend yield for the trailing twelve months is around 0.27%, less than RSBY's 1.74% yield.

Position	TTM	2025	2024	2023
ETEC iShares Breakthrough Environmental Solutions ETF	0.27%	0.33%	1.24%	4.18%
RSBY Return Stacked Bonds & Futures Yield ETF	1.74%	2.07%	2.29%	0.00%

Frequently Asked Questions

Can I hold both ETEC and RSBY in my portfolio?

ETEC and RSBY have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ETEC or RSBY?

ETEC has higher volatility (9.83%) compared to RSBY (1.93%). In terms of maximum drawdown, ETEC dropped -39.71% vs RSBY's -23.32%.

Which ETF is better, ETEC or RSBY?

On 1-year performance, ETEC leads with 52.10% vs 20.17% for RSBY. On fees, ETEC is cheaper at 0.47% per year. On volatility, RSBY has been the lower-risk option at 1.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ETEC or RSBY?

Over the 1-year period, ETEC has performed better with a 52.10% return vs 20.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ETEC or RSBY?

ETEC is cheaper with a 0.47% expense ratio, compared with 0.98% for RSBY.

Which ETF pays a higher dividend yield, ETEC or RSBY?

RSBY has the higher dividend yield at 1.74%, compared with 0.27% for ETEC.

What is the main difference between ETEC and RSBY?

ETEC is categorized as Technology Equities, while RSBY is Multistrategy. They also come from different issuers: iShares and Return Stacked. Their fees differ too: 0.47% for ETEC and 0.98% for RSBY.

Which has better risk-adjusted returns?

ETEC currently has the higher Sharpe Ratio (2.34 vs 1.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.