RSBT vs. RSSB
Compare and contrast key facts about Return Stacked Bonds & Managed Futures ETF (RSBT) and Return Stacked Global Stocks & Bonds ETF (RSSB).
RSBT and RSSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSBT is an actively managed fund by Return Stacked. It was launched on Feb 7, 2023. RSSB is an actively managed fund by Return Stacked. It was launched on Dec 4, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSBT or RSSB.
Key characteristics
| RSBT | RSSB | |
|---|---|---|
| YTD Return | -3.30% | 13.69% |
| Daily Std Dev | 13.81% | 14.11% |
| Max Drawdown | -18.78% | -7.78% |
| Current Drawdown | -17.52% | -3.40% |
Correlation
The correlation between RSBT and RSSB is 0.72, 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.
Performance
RSBT vs. RSSB - Performance Comparison
In the year-to-date period, RSBT achieves a -3.30% return, which is significantly lower than RSSB's 13.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RSBT vs. RSSB - Expense Ratio Comparison
RSBT has a 0.97% expense ratio, which is higher than RSSB's 0.41% expense ratio.
Risk-Adjusted Performance
RSBT vs. RSSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Bonds & Managed Futures ETF (RSBT) and Return Stacked Global Stocks & Bonds ETF (RSSB). 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.
Not enough dataDividends
RSBT vs. RSSB - Dividend Comparison
RSBT's dividend yield for the trailing twelve months is around 2.46%, more than RSSB's 0.53% yield.
| TTM | 2023 | |
|---|---|---|
RSBT Return Stacked Bonds & Managed Futures ETF | 2.46% | 2.38% |
RSSB Return Stacked Global Stocks & Bonds ETF | 0.53% | 0.61% |
Drawdowns
RSBT vs. RSSB - Drawdown Comparison
The maximum RSBT drawdown since its inception was -18.78%, which is greater than RSSB's maximum drawdown of -7.78%. Use the drawdown chart below to compare losses from any high point for RSBT and RSSB. For additional features, visit the drawdowns tool.
Volatility
RSBT vs. RSSB - Volatility Comparison
Return Stacked Bonds & Managed Futures ETF (RSBT) has a higher volatility of 4.24% compared to Return Stacked Global Stocks & Bonds ETF (RSSB) at 3.90%. This indicates that RSBT's price experiences larger fluctuations and is considered to be riskier than RSSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.