RSBA vs. SHY
Compare and contrast key facts about Return Stacked Bonds & Merger Arbitrage ETF (RSBA) and iShares 1-3 Year Treasury Bond ETF (SHY).
RSBA and SHY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSBA is an actively managed fund by Return Stacked. It was launched on Dec 17, 2024. SHY is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 1-3 Year Treasury Bond Index. It was launched on Jul 22, 2002.
Performance
RSBA vs. SHY - Performance Comparison
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RSBA vs. SHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
RSBA Return Stacked Bonds & Merger Arbitrage ETF | -0.50% | 7.73% | -0.04% |
SHY iShares 1-3 Year Treasury Bond ETF | 0.27% | 4.95% | 0.37% |
Returns By Period
In the year-to-date period, RSBA achieves a -0.50% return, which is significantly lower than SHY's 0.27% return.
RSBA
- 1D
- 0.26%
- 1M
- -1.77%
- YTD
- -0.50%
- 6M
- 0.52%
- 1Y
- 4.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SHY
- 1D
- 0.08%
- 1M
- -0.47%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 3.61%
- 3Y*
- 3.88%
- 5Y*
- 1.70%
- 10Y*
- 1.65%
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RSBA vs. SHY - Expense Ratio Comparison
RSBA has a 0.96% expense ratio, which is higher than SHY's 0.15% expense ratio.
Return for Risk
RSBA vs. SHY — Risk / Return Rank
RSBA
SHY
RSBA vs. SHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Bonds & Merger Arbitrage ETF (RSBA) and iShares 1-3 Year Treasury Bond ETF (SHY). 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.
| RSBA | SHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 2.50 | -1.74 |
Sortino ratioReturn per unit of downside risk | 1.11 | 4.12 | -3.01 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.52 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 4.15 | -2.68 |
Martin ratioReturn relative to average drawdown | 4.02 | 16.03 | -12.01 |
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
| RSBA | SHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 2.50 | -1.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.87 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.06 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 1.29 | -0.20 |
Correlation
The correlation between RSBA and SHY is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RSBA vs. SHY - Dividend Comparison
RSBA's dividend yield for the trailing twelve months is around 3.39%, less than SHY's 3.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSBA Return Stacked Bonds & Merger Arbitrage ETF | 3.39% | 3.37% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHY iShares 1-3 Year Treasury Bond ETF | 3.75% | 3.81% | 3.92% | 2.99% | 1.30% | 0.26% | 0.94% | 2.12% | 1.72% | 0.98% | 0.71% | 0.54% |
Drawdowns
RSBA vs. SHY - Drawdown Comparison
The maximum RSBA drawdown since its inception was -2.83%, smaller than the maximum SHY drawdown of -5.71%. Use the drawdown chart below to compare losses from any high point for RSBA and SHY.
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Drawdown Indicators
| RSBA | SHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.83% | -5.71% | +2.88% |
Max Drawdown (1Y)Largest decline over 1 year | -2.83% | -0.89% | -1.94% |
Max Drawdown (5Y)Largest decline over 5 years | — | -5.71% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.71% | — |
Current DrawdownCurrent decline from peak | -1.81% | -0.47% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -0.70% | -0.52% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 0.23% | +0.80% |
Volatility
RSBA vs. SHY - Volatility Comparison
Return Stacked Bonds & Merger Arbitrage ETF (RSBA) has a higher volatility of 2.18% compared to iShares 1-3 Year Treasury Bond ETF (SHY) at 0.58%. This indicates that RSBA's price experiences larger fluctuations and is considered to be riskier than SHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSBA | SHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.18% | 0.58% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 3.17% | 0.89% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.25% | 1.45% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.18% | 1.97% | +3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 1.56% | +3.62% |