RSMV vs. PBUS

Last updated Jun 26, 2026

RSMV (Relative Strength Managed Volatility Strategy ETF) and PBUS (Invesco PureBeta MSCI USA ETF) are both Large Cap Growth Equities funds. RSMV is actively managed, while PBUS is passively managed. Over the past year, RSMV returned 23.44% vs 21.56% for PBUS. Their correlation of 0.85 suggests significant overlap in exposure. RSMV charges 0.95%/yr vs 0.04%/yr for PBUS.

Performance

RSMV vs. PBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Relative Strength Managed Volatility Strategy ETF (RSMV) and Invesco PureBeta MSCI USA ETF (PBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSMV achieves a 8.95% return, which is significantly higher than PBUS's 7.84% return.

RSMV

• 1D: 1.33%
• 1M: 1.15%
• YTD: 8.95%
• 6M: 8.07%
• 1Y: 23.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —

PBUS

• 1D: -0.15%
• 1M: -2.03%
• YTD: 7.84%
• 6M: 6.45%
• 1Y: 21.56%
• 3Y*: 21.06%
• 5Y*: 12.48%
• 10Y*: —

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

RSMV vs. PBUS - Yearly Performance Comparison

	2026 (YTD)	2025
RSMV Relative Strength Managed Volatility Strategy ETF	8.95%	10.74%
PBUS Invesco PureBeta MSCI USA ETF	7.84%	18.47%

Correlation

The correlation between RSMV and PBUS is 0.81, 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	0.81
Correlation (All Time) Calculated using the full available price history since Jan 14, 2025	0.85

The correlation between RSMV and PBUS has been stable across timeframes, ranging from 0.81 to 0.85 - a consistent structural relationship.

RSMV vs. PBUS - Sectors Allocation Comparison

Sectors	RSMV	PBUS
Technology	47.8%	38.9%
Consumer Defensive	12.9%	4.4%
Financial Services	11.3%	10.9%
Consumer Cyclical	7.4%	9.9%
Industrials	7.1%	8.1%
Communication Services	6.7%	10.7%
Energy	5.0%	3.2%
Healthcare	3.5%	8.4%
Basic Materials	3.4%	1.7%
Utilities	2.6%	2.0%
Real Estate	-	1.8%

Return for Risk

RSMV vs. PBUS — Risk / Return Rank

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

RSMV

RSMV Risk / Return Rank: 64
RSMV Sharpe Ratio Rank: 60
RSMV Sortino Ratio Rank: 58
RSMV Omega Ratio Rank: 59
RSMV Calmar Ratio Rank: 73
RSMV Martin Ratio Rank: 72

PBUS

PBUS Risk / Return Rank: 58
PBUS Sharpe Ratio Rank: 58
PBUS Sortino Ratio Rank: 56
PBUS Omega Ratio Rank: 57
PBUS Calmar Ratio Rank: 56
PBUS Martin Ratio Rank: 66

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.

RSMV vs. PBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Relative Strength Managed Volatility Strategy ETF (RSMV) and Invesco PureBeta MSCI USA ETF (PBUS). 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.

	RSMV	PBUS	Difference
Sharpe ratio: Return per unit of total volatility	1.79	1.71	+0.09
Sortino ratio: Return per unit of downside risk	2.44	2.34	+0.10
Omega ratio: Gain probability vs. loss probability	1.32	1.31	+0.01
Calmar ratio: Return relative to maximum drawdown	3.24	2.40	+0.84
Martin ratio: Return relative to average drawdown	11.75	10.37	+1.38

RSMV vs. PBUS - Sharpe Ratio Comparison

The current RSMV Sharpe Ratio is 1.79, which is comparable to the PBUS Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of RSMV and PBUS, 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

RSMV vs. PBUS - Drawdown Comparison

The maximum RSMV drawdown since its inception was -17.58%, smaller than the maximum PBUS drawdown of -33.15%. Use the drawdown chart below to compare losses from any high point for RSMV and PBUS.

Drawdown Indicators

	RSMV	PBUS	Difference
Max Drawdown Largest peak-to-trough decline	-17.58%	-33.15%	+15.57%
Max Drawdown (1Y) Largest decline over 1 year	-7.27%	-9.02%	+1.75%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.07%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.40%	—
Current Drawdown Current decline from peak	-0.98%	-3.32%	+2.34%
Average Drawdown Average peak-to-trough decline	-3.88%	-5.11%	+1.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.00%	2.08%	-0.08%

Volatility

RSMV vs. PBUS - Volatility Comparison

Relative Strength Managed Volatility Strategy ETF (RSMV) has a higher volatility of 6.37% compared to Invesco PureBeta MSCI USA ETF (PBUS) at 4.94%. This indicates that RSMV's price experiences larger fluctuations and is considered to be riskier than PBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSMV	PBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.37%	4.94%	+1.43%
Volatility (6M) Calculated over the trailing 6-month period	11.22%	10.05%	+1.17%
Volatility (1Y) Calculated over the trailing 1-year period	13.14%	12.70%	+0.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.06%	17.16%	-2.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.06%	19.33%	-4.27%

RSMV vs. PBUS - Expense Ratio Comparison

RSMV has a 0.95% expense ratio, which is higher than PBUS's 0.04% expense ratio.

Dividends

RSMV vs. PBUS - Dividend Comparison

RSMV's dividend yield for the trailing twelve months is around 0.92%, less than PBUS's 1.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
PBUS Invesco PureBeta MSCI USA ETF	1.04%	1.05%	1.20%	1.36%	1.71%	0.98%	1.35%	1.53%	2.33%	0.50%
RSMV Relative Strength Managed Volatility Strategy ETF	0.92%	1.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSMV and PBUS in my portfolio?

RSMV and PBUS have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSMV or PBUS?

RSMV has higher volatility (6.37%) compared to PBUS (4.94%). In terms of maximum drawdown, RSMV dropped -17.58% vs PBUS's -33.15%.

Which ETF is better, RSMV or PBUS?

On 1-year performance, RSMV leads with 23.44% vs 21.56% for PBUS. On fees, PBUS is cheaper at 0.04% per year. On volatility, PBUS has been the lower-risk option at 4.94%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSMV or PBUS?

Over the 1-year period, RSMV has performed better with a 23.44% return vs 21.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSMV or PBUS?

PBUS is cheaper with a 0.04% expense ratio, compared with 0.95% for RSMV.

Which ETF pays a higher dividend yield, RSMV or PBUS?

PBUS has the higher dividend yield at 1.04%, compared with 0.92% for RSMV.

What is the main difference between RSMV and PBUS?

They also come from different issuers: Teucrium and Invesco. Their fees differ too: 0.95% for RSMV and 0.04% for PBUS.

Which has better risk-adjusted returns?

RSMV currently has the higher Sharpe Ratio (1.79 vs 1.71), 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.