RSSB vs. DGS
RSSB (Return Stacked Global Stocks & Bonds ETF) and DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) are both exchange-traded funds - RSSB is a Global Allocation fund actively managed by Return Stacked, while DGS is a Emerging Markets Diversified fund tracking the WisdomTree Emerging Markets SmallCap Dividend Index. RSSB is actively managed, while DGS is passively managed. Over the past year, RSSB returned 24.37% vs 23.81% for DGS. A 0.73 correlation means they provide meaningful diversification when combined. RSSB charges 0.39%/yr vs 0.58%/yr for DGS.
Performance
RSSB vs. DGS - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RSSB achieves a 8.69% return, which is significantly lower than DGS's 14.94% return.
RSSB
- 1D
- 0.24%
- 1M
- 0.44%
- YTD
- 8.69%
- 6M
- 9.50%
- 1Y
- 24.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGS
- 1D
- 0.65%
- 1M
- 1.57%
- YTD
- 14.94%
- 6M
- 17.07%
- 1Y
- 23.81%
- 3Y*
- 15.36%
- 5Y*
- 8.06%
- 10Y*
- 10.14%
RSSB vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RSSB Return Stacked Global Stocks & Bonds ETF | 8.69% | 25.16% | 10.53% | 6.63% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 14.94% | 21.18% | 1.13% | 5.45% |
Correlation
The correlation between RSSB and DGS is 0.79, 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 | 0.79 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2023 | 0.73 |
The correlation between RSSB and DGS has been stable across timeframes, ranging from 0.73 to 0.79 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RSSB vs. DGS — Risk / Return Rank
RSSB
DGS
RSSB vs. DGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS). 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 | DGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.38 | -0.27 |
| Martin ratioReturn relative to average drawdown | 8.47 | 7.84 | +0.63 |
Loading charts...
Drawdowns
RSSB vs. DGS - Drawdown Comparison
The maximum RSSB drawdown since its inception was -16.21%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for RSSB and DGS.
Loading charts...
Drawdown Indicators
| RSSB | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.21% | -61.83% | +45.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -10.06% | -1.57% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.31% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.86% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.08% | — |
Current DrawdownCurrent decline from peak | -2.01% | -1.05% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -2.27% | -12.57% | +10.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.05% | -0.16% |
Volatility
RSSB vs. DGS - Volatility Comparison
The current volatility for Return Stacked Global Stocks & Bonds ETF (RSSB) is 6.33%, while WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has a volatility of 7.30%. This indicates that RSSB experiences smaller price fluctuations and is considered to be less risky than DGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RSSB | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 7.30% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 13.43% | 14.27% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.97% | 16.60% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 15.08% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.76% | 17.39% | -0.63% |
RSSB vs. DGS - Expense Ratio Comparison
RSSB has a 0.39% expense ratio, which is lower than DGS's 0.58% expense ratio.
Dividends
RSSB vs. DGS - Dividend Comparison
RSSB's dividend yield for the trailing twelve months is around 3.20%, which matches DGS's 3.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.20% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
RSSB Return Stacked Global Stocks & Bonds ETF | 3.20% | 3.48% | 1.10% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RSSB and DGS have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGS has higher volatility (7.30%) compared to RSSB (6.33%). In terms of maximum drawdown, RSSB dropped -16.21% vs DGS's -61.83%.
On 1-year performance, RSSB leads with 24.37% vs 23.81% for DGS. On fees, RSSB is cheaper at 0.39% per year. On volatility, RSSB has been the lower-risk option at 6.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RSSB has performed better with a 24.37% return vs 23.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RSSB is cheaper with a 0.39% expense ratio, compared with 0.58% for DGS.
RSSB and DGS have nearly identical dividend yields, around 3.20%.
RSSB is categorized as Global Allocation, while DGS is Emerging Markets Diversified. They also come from different issuers: Return Stacked and WisdomTree. Their fees differ too: 0.39% for RSSB and 0.58% for DGS.
RSSB currently has the higher Sharpe Ratio (1.53 vs 1.44), 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.
Find the right allocation for RSSB and DGS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer