RSBT vs. QGRW

Last updated Jun 13, 2026

RSBT (Return Stacked Bonds & Managed Futures ETF) and QGRW (WisdomTree U.S. Quality Growth Fund) are both exchange-traded funds - RSBT is a Nontraditional Bonds fund actively managed by Return Stacked, while QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index. RSBT is actively managed, while QGRW is passively managed. Over the past 3 years, RSBT returned 3.21%/yr vs 26.27%/yr for QGRW. At a 0.40 correlation, their price movements are largely independent. RSBT charges 0.97%/yr vs 0.28%/yr for QGRW.

Performance

RSBT vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Return Stacked Bonds & Managed Futures ETF (RSBT) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSBT achieves a 6.42% return, which is significantly lower than QGRW's 10.35% return.

RSBT

• 1D: 0.37%
• 1M: -3.00%
• YTD: 6.42%
• 6M: 8.27%
• 1Y: 23.51%
• 3Y*: 3.21%
• 5Y*: —
• 10Y*: —

QGRW

• 1D: 0.15%
• 1M: -2.31%
• YTD: 10.35%
• 6M: 11.58%
• 1Y: 29.61%
• 3Y*: 26.27%
• 5Y*: —
• 10Y*: —

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

RSBT vs. QGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
RSBT Return Stacked Bonds & Managed Futures ETF	6.42%	10.31%	-2.90%	-11.85%
QGRW WisdomTree U.S. Quality Growth Fund	10.35%	19.20%	34.85%	33.07%

Correlation

The correlation between RSBT and QGRW is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.45
Correlation (3Y) Calculated over the trailing 3-year period	0.41
Correlation (All Time) Calculated using the full available price history since Feb 8, 2023	0.40

RSBT vs. QGRW - Sectors Allocation Comparison

Sectors	RSBT	QGRW
Financial Services	136.6%	4.1%
Basic Materials	-	-
Communication Services	-	17.8%
Consumer Cyclical	-	12.4%
Consumer Defensive	-	0.5%
Energy	-	0.6%
Healthcare	-	4.3%
Industrials	-	8.0%
Real Estate	-	-
Technology	-	52.1%
Utilities	-	0.4%

Return for Risk

RSBT vs. QGRW — Risk / Return Rank

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

RSBT

RSBT Risk / Return Rank: 56
RSBT Sharpe Ratio Rank: 50
RSBT Sortino Ratio Rank: 44
RSBT Omega Ratio Rank: 52
RSBT Calmar Ratio Rank: 78
RSBT Martin Ratio Rank: 59

QGRW

QGRW Risk / Return Rank: 47
QGRW Sharpe Ratio Rank: 50
QGRW Sortino Ratio Rank: 46
QGRW Omega Ratio Rank: 48
QGRW Calmar Ratio Rank: 41
QGRW Martin Ratio Rank: 47

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.

RSBT vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Return Stacked Bonds & Managed Futures ETF (RSBT) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.

	RSBT	QGRW	Difference
Sharpe ratio: Return per unit of total volatility	1.52	1.52	-0.01
Sortino ratio: Return per unit of downside risk	1.97	2.06	-0.09
Omega ratio: Gain probability vs. loss probability	1.28	1.27	+0.01
Calmar ratio: Return relative to maximum drawdown	3.53	1.80	+1.72
Martin ratio: Return relative to average drawdown	9.11	6.86	+2.25

RSBT vs. QGRW - Sharpe Ratio Comparison

The current RSBT Sharpe Ratio is 1.52, which is comparable to the QGRW Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of RSBT and QGRW, 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

RSBT vs. QGRW - Drawdown Comparison

The maximum RSBT drawdown since its inception was -23.60%, roughly equal to the maximum QGRW drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for RSBT and QGRW.

Drawdown Indicators

	RSBT	QGRW	Difference
Max Drawdown Largest peak-to-trough decline	-23.60%	-24.40%	+0.80%
Max Drawdown (1Y) Largest decline over 1 year	-6.33%	-15.44%	+9.11%
Max Drawdown (3Y) Largest decline over 3 years	-18.98%	-24.40%	+5.42%
Current Drawdown Current decline from peak	-3.83%	-5.67%	+1.84%
Average Drawdown Average peak-to-trough decline	-12.55%	-3.27%	-9.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.45%	4.04%	-1.59%

Volatility

RSBT vs. QGRW - Volatility Comparison

The current volatility for Return Stacked Bonds & Managed Futures ETF (RSBT) is 5.71%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 7.09%. This indicates that RSBT experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSBT	QGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.71%	7.09%	-1.38%
Volatility (6M) Calculated over the trailing 6-month period	11.07%	14.83%	-3.76%
Volatility (1Y) Calculated over the trailing 1-year period	14.74%	18.25%	-3.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.88%	21.20%	-7.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.88%	21.20%	-7.32%

RSBT vs. QGRW - Expense Ratio Comparison

RSBT has a 0.97% expense ratio, which is higher than QGRW's 0.28% expense ratio.

Dividends

RSBT vs. QGRW - Dividend Comparison

RSBT's dividend yield for the trailing twelve months is around 3.01%, more than QGRW's 0.08% yield.

Position	TTM	2025	2024	2023
QGRW WisdomTree U.S. Quality Growth Fund	0.08%	0.09%	0.14%	0.11%
RSBT Return Stacked Bonds & Managed Futures ETF	3.01%	3.20%	0.00%	2.38%

Frequently Asked Questions

Can I hold both RSBT and QGRW in my portfolio?

RSBT and QGRW have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSBT or QGRW?

QGRW has higher volatility (7.09%) compared to RSBT (5.71%). In terms of maximum drawdown, RSBT dropped -23.60% vs QGRW's -24.40%.

Which ETF is better, RSBT or QGRW?

On 3-year performance, QGRW leads with 26.27% vs 3.21% for RSBT. On fees, QGRW is cheaper at 0.28% per year. On volatility, RSBT has been the lower-risk option at 5.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSBT or QGRW?

Over the 3-year period, QGRW has performed better with a 26.27% return vs 3.21%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSBT or QGRW?

QGRW is cheaper with a 0.28% expense ratio, compared with 0.97% for RSBT.

Which ETF pays a higher dividend yield, RSBT or QGRW?

RSBT has the higher dividend yield at 3.01%, compared with 0.08% for QGRW.

What is the main difference between RSBT and QGRW?

RSBT is categorized as Nontraditional Bonds, while QGRW is Large Cap Growth Equities. They also come from different issuers: Return Stacked and WisdomTree. Their fees differ too: 0.97% for RSBT and 0.28% for QGRW.

Which has better risk-adjusted returns?

QGRW currently has the higher Sharpe Ratio (1.52 vs 1.52), 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.