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RSBA vs. TMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSBA vs. TMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Return Stacked Bonds & Merger Arbitrage ETF (RSBA) and Direxion Daily 20-Year Treasury Bull 3X (TMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RSBA achieves a -0.30% return, which is significantly higher than TMF's -6.13% return.


RSBA

1D
-0.24%
1M
0.15%
YTD
-0.30%
6M
-0.66%
1Y
4.65%
3Y*
5Y*
10Y*

TMF

1D
-1.14%
1M
1.22%
YTD
-6.13%
6M
-11.63%
1Y
0.90%
3Y*
-20.78%
5Y*
-30.52%
10Y*
-16.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSBA vs. TMF - Yearly Performance Comparison


2026 (YTD)20252024
RSBA
Return Stacked Bonds & Merger Arbitrage ETF
-0.30%7.73%-0.04%
TMF
Direxion Daily 20-Year Treasury Bull 3X
-6.13%-2.94%-6.68%

Correlation

The correlation between RSBA and TMF is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.85

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2024

0.85

The correlation between RSBA and TMF has been stable across timeframes, ranging from 0.85 to 0.85 - a consistent structural relationship.

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Return for Risk

RSBA vs. TMF — Risk / Return Rank

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

RSBA
RSBA Risk / Return Rank: 3030
Overall Rank
RSBA Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
RSBA Sortino Ratio Rank: 2828
Sortino Ratio Rank
RSBA Omega Ratio Rank: 2626
Omega Ratio Rank
RSBA Calmar Ratio Rank: 3535
Calmar Ratio Rank
RSBA Martin Ratio Rank: 3232
Martin Ratio Rank

TMF
TMF Risk / Return Rank: 99
Overall Rank
TMF Sharpe Ratio Rank: 99
Sharpe Ratio Rank
TMF Sortino Ratio Rank: 99
Sortino Ratio Rank
TMF Omega Ratio Rank: 99
Omega Ratio Rank
TMF Calmar Ratio Rank: 99
Calmar Ratio Rank
TMF Martin Ratio Rank: 99
Martin Ratio Rank
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.

RSBA vs. TMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Return Stacked Bonds & Merger Arbitrage ETF (RSBA) and Direxion Daily 20-Year Treasury Bull 3X (TMF). 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.


RSBATMFDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+1.27

Omega ratioGain probability vs. loss probability

1.18

1.03

+0.15

Calmar ratioReturn relative to maximum drawdown

1.70

0.03

+1.67

Martin ratioReturn relative to average drawdown

4.70

0.08

+4.62

RSBA vs. TMF - Sharpe Ratio Comparison

The current RSBA Sharpe Ratio is 1.02, which is higher than the TMF Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of RSBA and TMF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RSBATMFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

0.03

+0.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

1.00

-0.14

+1.13

Drawdowns

RSBA vs. TMF - Drawdown Comparison

The maximum RSBA drawdown since its inception was -2.83%, smaller than the maximum TMF drawdown of -92.89%. Use the drawdown chart below to compare losses from any high point for RSBA and TMF.


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Drawdown Indicators


RSBATMFDifference

Max Drawdown

Largest peak-to-trough decline

-2.83%

-92.89%

+90.06%

Max Drawdown (1Y)

Largest decline over 1 year

-2.74%

-26.51%

+23.77%

Max Drawdown (3Y)

Largest decline over 3 years

-56.31%

Max Drawdown (5Y)

Largest decline over 5 years

-88.81%

Max Drawdown (10Y)

Largest decline over 10 years

-92.89%

Current Drawdown

Current decline from peak

-1.62%

-92.23%

+90.61%

Average Drawdown

Average peak-to-trough decline

-0.81%

-43.63%

+42.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.99%

11.49%

-10.50%

Volatility

RSBA vs. TMF - Volatility Comparison

The current volatility for Return Stacked Bonds & Merger Arbitrage ETF (RSBA) is 1.37%, while Direxion Daily 20-Year Treasury Bull 3X (TMF) has a volatility of 8.09%. This indicates that RSBA experiences smaller price fluctuations and is considered to be less risky than TMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSBATMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

8.09%

-6.72%

Volatility (6M)

Calculated over the trailing 6-month period

3.27%

19.01%

-15.74%

Volatility (1Y)

Calculated over the trailing 1-year period

4.59%

28.76%

-24.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.08%

46.75%

-41.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.08%

43.92%

-38.84%

RSBA vs. TMF - Expense Ratio Comparison

RSBA has a 0.96% expense ratio, which is lower than TMF's 1.09% expense ratio.


Dividends

RSBA vs. TMF - Dividend Comparison

RSBA's dividend yield for the trailing twelve months is around 3.38%, less than TMF's 4.15% yield.


PositionTTM202520242023202220212020201920182017
RSBA
Return Stacked Bonds & Merger Arbitrage ETF
3.38%3.37%0.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TMF
Direxion Daily 20-Year Treasury Bull 3X
4.15%4.06%4.29%2.82%1.62%0.13%2.23%0.94%1.49%0.41%

Frequently Asked Questions


RSBA and TMF have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TMF has higher volatility (8.09%) compared to RSBA (1.37%). In terms of maximum drawdown, RSBA dropped -2.83% vs TMF's -92.89%.

On 1-year performance, RSBA leads with 4.65% vs 0.90% for TMF. On fees, RSBA is cheaper at 0.96% per year. On volatility, RSBA has been the lower-risk option at 1.37%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, RSBA has performed better with a 4.65% return vs 0.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RSBA is cheaper with a 0.96% expense ratio, compared with 1.09% for TMF.

TMF has the higher dividend yield at 4.15%, compared with 3.38% for RSBA.

They also come from different issuers: Return Stacked and Direxion. Their fees differ too: 0.96% for RSBA and 1.09% for TMF.

RSBA currently has the higher Sharpe Ratio (1.02 vs 0.03), 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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