RSSB vs. BLNDX
Compare and contrast key facts about Return Stacked Global Stocks & Bonds ETF (RSSB) and Standpoint Multi-Asset Fund Institutional (BLNDX).
RSSB is an actively managed fund by Return Stacked. It was launched on Dec 4, 2023. BLNDX is managed by Ultimus Fund. It was launched on Dec 30, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSSB or BLNDX.
Key characteristics
| RSSB | BLNDX | |
|---|---|---|
| YTD Return | 15.06% | 16.31% |
| Daily Std Dev | 14.41% | 11.70% |
| Max Drawdown | -7.78% | -9.84% |
| Current Drawdown | -0.12% | -2.57% |
Correlation
The correlation between RSSB and BLNDX is 0.78, 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
RSSB vs. BLNDX - Performance Comparison
In the year-to-date period, RSSB achieves a 15.06% return, which is significantly lower than BLNDX's 16.31% 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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RSSB vs. BLNDX - Expense Ratio Comparison
RSSB has a 0.41% expense ratio, which is lower than BLNDX's 1.27% expense ratio.
Risk-Adjusted Performance
RSSB vs. BLNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) and Standpoint Multi-Asset Fund Institutional (BLNDX). 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
RSSB vs. BLNDX - Dividend Comparison
RSSB's dividend yield for the trailing twelve months is around 0.53%, less than BLNDX's 3.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
RSSB Return Stacked Global Stocks & Bonds ETF | 0.53% | 0.61% | 0.00% | 0.00% | 0.00% |
BLNDX Standpoint Multi-Asset Fund Institutional | 3.19% | 3.71% | 2.67% | 6.11% | 1.21% |
Drawdowns
RSSB vs. BLNDX - Drawdown Comparison
The maximum RSSB drawdown since its inception was -7.78%, smaller than the maximum BLNDX drawdown of -9.84%. Use the drawdown chart below to compare losses from any high point for RSSB and BLNDX. For additional features, visit the drawdowns tool.
Volatility
RSSB vs. BLNDX - Volatility Comparison
Return Stacked Global Stocks & Bonds ETF (RSSB) has a higher volatility of 3.88% compared to Standpoint Multi-Asset Fund Institutional (BLNDX) at 2.88%. This indicates that RSSB's price experiences larger fluctuations and is considered to be riskier than BLNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.