ITDH vs. RSBY

Last updated Jul 12, 2026

ITDH (Ishares Lifepath Target Date 2060 ETF) and RSBY (Return Stacked Bonds & Futures Yield ETF) are both exchange-traded funds - ITDH is a Target Retirement Date fund actively managed by iShares, while RSBY is a Multistrategy fund actively managed by Return Stacked. Both are actively managed. Over the past year, ITDH returned 24.25% vs 17.35% for RSBY. At a correlation of -0.21, they often move in opposite directions. ITDH charges 0.11%/yr vs 0.98%/yr for RSBY.

Performance

ITDH vs. RSBY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Target Date 2060 ETF (ITDH) and Return Stacked Bonds & Futures Yield ETF (RSBY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ITDH achieves a 12.65% return, which is significantly lower than RSBY's 18.52% return.

ITDH

• 1D: 0.35%
• 1M: 1.27%
• 6M: 9.74%
• YTD: 12.65%
• 1Y: 24.25%
• 3Y*: —
• 5Y*: —
• 10Y*: —

RSBY

• 1D: -0.60%
• 1M: -0.71%
• 6M: 17.92%
• YTD: 18.52%
• 1Y: 17.35%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ITDH vs. RSBY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
ITDH Ishares Lifepath Target Date 2060 ETF	12.65%	21.75%	2.60%
RSBY Return Stacked Bonds & Futures Yield ETF	18.52%	-12.98%	-7.79%

Correlation

The correlation between ITDH and RSBY is -0.23, 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	-0.23
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024	-0.21

Return for Risk

ITDH vs. RSBY — Risk / Return Rank

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

ITDH

ITDH Risk / Return Rank: 67
ITDH Sharpe Ratio Rank: 67
ITDH Sortino Ratio Rank: 67
ITDH Omega Ratio Rank: 67
ITDH Calmar Ratio Rank: 62
ITDH Martin Ratio Rank: 72

RSBY

RSBY Risk / Return Rank: 51
RSBY Sharpe Ratio Rank: 55
RSBY Sortino Ratio Rank: 57
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.

ITDH vs. RSBY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2060 ETF (ITDH) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ITDH	RSBY	Difference
Sharpe ratio: Return per unit of total volatility	1.75	1.50	+0.25
Sortino ratio: Return per unit of downside risk	2.45	2.18	+0.27
Omega ratio: Gain probability vs. loss probability	1.32	1.26	+0.06
Calmar ratio: Return relative to maximum drawdown	2.45	2.15	+0.31
Martin ratio: Return relative to average drawdown	10.48	5.04	+5.45

ITDH vs. RSBY - Sharpe Ratio Comparison

The current ITDH Sharpe Ratio is 1.75, which is comparable to the RSBY Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of ITDH 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.

Drawdowns

ITDH vs. RSBY - Drawdown Comparison

The maximum ITDH drawdown since its inception was -16.25%, smaller than the maximum RSBY drawdown of -23.32%. Use the drawdown chart below to compare losses from any high point for ITDH and RSBY.

Drawdown Indicators

	ITDH	RSBY	Difference
Max Drawdown Largest peak-to-trough decline	-16.25%	-23.32%	+7.07%
Max Drawdown (1Y) Largest decline over 1 year	-9.64%	-7.95%	-1.69%
Current Drawdown Current decline from peak	-0.51%	-6.45%	+5.94%
Average Drawdown Average peak-to-trough decline	-1.58%	-13.35%	+11.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.25%	3.39%	-1.14%

Volatility

ITDH vs. RSBY - Volatility Comparison

Ishares Lifepath Target Date 2060 ETF (ITDH) has a higher volatility of 4.62% compared to Return Stacked Bonds & Futures Yield ETF (RSBY) at 3.15%. This indicates that ITDH'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

	ITDH	RSBY	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.62%	3.15%	+1.47%
Volatility (6M) Calculated over the trailing 6-month period	11.36%	8.37%	+2.99%
Volatility (1Y) Calculated over the trailing 1-year period	13.54%	11.41%	+2.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.62%	13.37%	+1.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.62%	13.37%	+1.25%

ITDH vs. RSBY - Expense Ratio Comparison

ITDH has a 0.11% expense ratio, which is lower than RSBY's 0.98% expense ratio.

Dividends

ITDH vs. RSBY - Dividend Comparison

ITDH's dividend yield for the trailing twelve months is around 1.42%, less than RSBY's 1.75% yield.

Position	TTM	2025	2024	2023
ITDH Ishares Lifepath Target Date 2060 ETF	1.42%	1.60%	1.66%	0.84%
RSBY Return Stacked Bonds & Futures Yield ETF	1.75%	2.07%	2.29%	0.00%

Frequently Asked Questions

Can I hold both ITDH and RSBY in my portfolio?

ITDH and RSBY have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ITDH or RSBY?

ITDH has higher volatility (4.62%) compared to RSBY (3.15%). In terms of maximum drawdown, ITDH dropped -16.25% vs RSBY's -23.32%.

Which ETF is better, ITDH or RSBY?

On 1-year performance, ITDH leads with 24.25% vs 17.35% for RSBY. On fees, ITDH is cheaper at 0.11% per year. On volatility, RSBY has been the lower-risk option at 3.15%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ITDH or RSBY?

Over the 1-year period, ITDH has performed better with a 24.25% return vs 17.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ITDH or RSBY?

ITDH is cheaper with a 0.11% expense ratio, compared with 0.98% for RSBY.

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

RSBY has the higher dividend yield at 1.75%, compared with 1.42% for ITDH.

What is the main difference between ITDH and RSBY?

ITDH is categorized as Target Retirement Date, while RSBY is Multistrategy. They also come from different issuers: iShares and Return Stacked. Their fees differ too: 0.11% for ITDH and 0.98% for RSBY.

Which has better risk-adjusted returns?

ITDH currently has the higher Sharpe Ratio (1.75 vs 1.50), 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.