IBMQ vs. RSSX
IBMQ (iShares iBonds Dec 2028 Term Muni Bond ETF) and RSSX (Return Stacked U.S. Stocks & Gold/Bitcoin ETF) are both exchange-traded funds - IBMQ is a Municipal Bonds fund tracking the S&P AMT-Free Municipal Series Callable-Adjusted Dec 2028 Index, while RSSX is a Diversified Portfolio fund actively managed by Return Stacked. IBMQ is passively managed, while RSSX is actively managed. Over the past year, IBMQ returned 3.49% vs 28.58% for RSSX. At a 0.09 correlation, their price movements are largely independent. IBMQ charges 0.18%/yr vs 0.68%/yr for RSSX.
Performance
IBMQ vs. RSSX - Performance Comparison
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Returns By Period
In the year-to-date period, IBMQ achieves a 0.69% return, which is significantly lower than RSSX's 1.26% return.
IBMQ
- 1D
- -0.08%
- 1M
- 0.16%
- YTD
- 0.69%
- 6M
- 1.27%
- 1Y
- 3.49%
- 3Y*
- 2.96%
- 5Y*
- 0.48%
- 10Y*
- —
RSSX
- 1D
- -2.19%
- 1M
- -3.05%
- YTD
- 1.26%
- 6M
- 0.73%
- 1Y
- 28.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBMQ vs. RSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | 0.69% | 2.86% |
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF | 1.26% | 29.82% |
Correlation
The correlation between IBMQ and RSSX is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 2025 | 0.09 |
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Return for Risk
IBMQ vs. RSSX — Risk / Return Rank
IBMQ
RSSX
IBMQ vs. RSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) and Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX). 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.
| IBMQ | RSSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.01 | ||
| Sortino ratioReturn per unit of downside risk | +3.07 | ||
| Omega ratioGain probability vs. loss probability | 1.61 | 1.17 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 3.11 | 1.05 | +2.06 |
| Martin ratioReturn relative to average drawdown | 8.20 | 3.02 | +5.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBMQ | RSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.91 | 0.90 | +2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.99 | -0.63 |
Drawdowns
IBMQ vs. RSSX - Drawdown Comparison
The maximum IBMQ drawdown since its inception was -15.85%, smaller than the maximum RSSX drawdown of -27.37%. Use the drawdown chart below to compare losses from any high point for IBMQ and RSSX.
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Drawdown Indicators
| IBMQ | RSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.85% | -27.37% | +11.52% |
Max Drawdown (1Y)Largest decline over 1 year | -1.13% | -27.37% | +26.24% |
Max Drawdown (3Y)Largest decline over 3 years | -3.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -11.51% | — | — |
Current DrawdownCurrent decline from peak | -0.33% | -15.42% | +15.09% |
Average DrawdownAverage peak-to-trough decline | -3.26% | -6.72% | +3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 9.49% | -9.06% |
Volatility
IBMQ vs. RSSX - Volatility Comparison
The current volatility for iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) is 0.34%, while Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) has a volatility of 7.93%. This indicates that IBMQ experiences smaller price fluctuations and is considered to be less risky than RSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBMQ | RSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.34% | 7.93% | -7.59% |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | 26.82% | -25.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.21% | 31.81% | -30.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 31.80% | -28.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.55% | 31.80% | -26.25% |
IBMQ vs. RSSX - Expense Ratio Comparison
IBMQ has a 0.18% expense ratio, which is lower than RSSX's 0.68% expense ratio.
Dividends
IBMQ vs. RSSX - Dividend Comparison
IBMQ's dividend yield for the trailing twelve months is around 2.45%, more than RSSX's 1.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | 2.45% | 2.43% | 2.33% | 1.93% | 1.25% | 1.05% | 1.24% | 1.03% |
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF | 1.52% | 1.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBMQ and RSSX have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSSX has higher volatility (7.93%) compared to IBMQ (0.34%). In terms of maximum drawdown, IBMQ dropped -15.85% vs RSSX's -27.37%.
On 1-year performance, RSSX leads with 28.58% vs 3.49% for IBMQ. On fees, IBMQ is cheaper at 0.18% per year. On volatility, IBMQ has been the lower-risk option at 0.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RSSX has performed better with a 28.58% return vs 3.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBMQ is cheaper with a 0.18% expense ratio, compared with 0.68% for RSSX.
IBMQ has the higher dividend yield at 2.45%, compared with 1.52% for RSSX.
IBMQ is categorized as Municipal Bonds, while RSSX is Diversified Portfolio. They also come from different issuers: iShares and Return Stacked. Their fees differ too: 0.18% for IBMQ and 0.68% for RSSX.
IBMQ currently has the higher Sharpe Ratio (2.91 vs 0.90), 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.
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