RSSB vs. AVDV

Last updated Jun 13, 2026

RSSB (Return Stacked Global Stocks & Bonds ETF) and AVDV (Avantis International Small Cap Value ETF) are both exchange-traded funds - RSSB is a Global Allocation fund actively managed by Return Stacked, while AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. Both are actively managed. Over the past year, RSSB returned 24.37% vs 40.93% for AVDV. A 0.73 correlation means they provide meaningful diversification when combined. RSSB charges 0.39%/yr vs 0.36%/yr for AVDV.

Performance

RSSB vs. AVDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Return Stacked Global Stocks & Bonds ETF (RSSB) and Avantis International Small Cap Value ETF (AVDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSSB achieves a 8.69% return, which is significantly lower than AVDV's 14.99% return.

RSSB

• 1D: 0.24%
• 1M: 0.44%
• YTD: 8.69%
• 6M: 9.50%
• 1Y: 24.37%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVDV

• 1D: 0.89%
• 1M: -1.95%
• YTD: 14.99%
• 6M: 17.18%
• 1Y: 40.93%
• 3Y*: 26.72%
• 5Y*: 13.63%
• 10Y*: —

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

RSSB vs. AVDV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
RSSB Return Stacked Global Stocks & Bonds ETF	8.69%	25.16%	10.53%	6.63%
AVDV Avantis International Small Cap Value ETF	14.99%	49.37%	8.67%	5.71%

Correlation

The correlation between RSSB and AVDV is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (All Time) Calculated using the full available price history since Dec 5, 2023	0.73

The correlation between RSSB and AVDV has been stable across timeframes, ranging from 0.73 to 0.75 - a consistent structural relationship.

RSSB vs. AVDV - Sectors Allocation Comparison

Sectors	RSSB	AVDV
Technology	27.9%	6.4%
Financial Services	15.9%	13.7%
Industrials	11.5%	21.3%
Consumer Cyclical	9.7%	14.4%
Communication Services	8.3%	2.0%
Healthcare	8.2%	2.1%
Consumer Defensive	5.0%	3.4%
Energy	4.3%	10.8%
Basic Materials	4.1%	22.5%
Utilities	2.7%	1.7%
Real Estate	2.4%	1.1%

Return for Risk

RSSB vs. AVDV — Risk / Return Rank

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

RSSB

RSSB Risk / Return Rank: 50
RSSB Sharpe Ratio Rank: 50
RSSB Sortino Ratio Rank: 49
RSSB Omega Ratio Rank: 49
RSSB Calmar Ratio Rank: 48
RSSB Martin Ratio Rank: 55

AVDV

AVDV Risk / Return Rank: 81
AVDV Sharpe Ratio Rank: 88
AVDV Sortino Ratio Rank: 86
AVDV Omega Ratio Rank: 86
AVDV Calmar Ratio Rank: 71
AVDV Martin Ratio Rank: 76

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.

RSSB vs. AVDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) and Avantis International Small Cap Value ETF (AVDV). 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.

	RSSB	AVDV	Difference
Sharpe ratio: Return per unit of total volatility	1.53	2.53	-1.00
Sortino ratio: Return per unit of downside risk	2.14	3.36	-1.22
Omega ratio: Gain probability vs. loss probability	1.27	1.46	-0.18
Calmar ratio: Return relative to maximum drawdown	2.10	3.12	-1.01
Martin ratio: Return relative to average drawdown	8.47	12.44	-3.97

RSSB vs. AVDV - Sharpe Ratio Comparison

The current RSSB Sharpe Ratio is 1.53, which is lower than the AVDV Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of RSSB and AVDV, 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

RSSB vs. AVDV - Drawdown Comparison

The maximum RSSB drawdown since its inception was -16.21%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for RSSB and AVDV.

Drawdown Indicators

	RSSB	AVDV	Difference
Max Drawdown Largest peak-to-trough decline	-16.21%	-43.01%	+26.80%
Max Drawdown (1Y) Largest decline over 1 year	-11.63%	-13.19%	+1.56%
Max Drawdown (3Y) Largest decline over 3 years	—	-14.17%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.08%	—
Current Drawdown Current decline from peak	-2.01%	-2.24%	+0.23%
Average Drawdown Average peak-to-trough decline	-2.27%	-6.76%	+4.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.89%	3.30%	-0.41%

Volatility

RSSB vs. AVDV - Volatility Comparison

Return Stacked Global Stocks & Bonds ETF (RSSB) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 6.33% and 6.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSSB	AVDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.33%	6.26%	+0.07%
Volatility (6M) Calculated over the trailing 6-month period	13.43%	13.88%	-0.45%
Volatility (1Y) Calculated over the trailing 1-year period	15.97%	16.25%	-0.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.76%	17.41%	-0.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.76%	19.77%	-3.01%

RSSB vs. AVDV - Expense Ratio Comparison

RSSB has a 0.39% expense ratio, which is higher than AVDV's 0.36% expense ratio.

Dividends

RSSB vs. AVDV - Dividend Comparison

RSSB's dividend yield for the trailing twelve months is around 3.20%, less than AVDV's 4.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVDV Avantis International Small Cap Value ETF	4.11%	3.05%	4.31%	3.29%	3.17%	2.39%	1.67%	0.36%
RSSB Return Stacked Global Stocks & Bonds ETF	3.20%	3.48%	1.10%	0.61%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSSB and AVDV in my portfolio?

RSSB and AVDV have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSSB or AVDV?

RSSB has higher volatility (6.33%) compared to AVDV (6.26%). In terms of maximum drawdown, RSSB dropped -16.21% vs AVDV's -43.01%.

Which ETF is better, RSSB or AVDV?

On 1-year performance, AVDV leads with 40.93% vs 24.37% for RSSB. On fees, AVDV is cheaper at 0.36% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSSB or AVDV?

Over the 1-year period, AVDV has performed better with a 40.93% return vs 24.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSSB or AVDV?

AVDV is cheaper with a 0.36% expense ratio, compared with 0.39% for RSSB.

Which ETF pays a higher dividend yield, RSSB or AVDV?

AVDV has the higher dividend yield at 4.11%, compared with 3.20% for RSSB.

What is the main difference between RSSB and AVDV?

RSSB is categorized as Global Allocation, while AVDV is Foreign Small & Mid Cap Equities. They also come from different issuers: Return Stacked and Avantis. Their fees differ too: 0.39% for RSSB and 0.36% for AVDV.

Which has better risk-adjusted returns?

AVDV currently has the higher Sharpe Ratio (2.53 vs 1.53), 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.