RSSB vs. NTSI
Compare and contrast key facts about Return Stacked Global Stocks & Bonds ETF (RSSB) and WisdomTree International Efficient Core Fund (NTSI).
RSSB and NTSI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSSB is an actively managed fund by Return Stacked. It was launched on Dec 4, 2023. NTSI is an actively managed fund by WisdomTree. It was launched on May 18, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSSB or NTSI.
Key characteristics
| RSSB | NTSI | |
|---|---|---|
| YTD Return | 14.35% | 9.96% |
| Daily Std Dev | 14.39% | 13.20% |
| Max Drawdown | -7.78% | -34.01% |
| Current Drawdown | -0.74% | -1.17% |
Correlation
The correlation between RSSB and NTSI is 0.89, 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. NTSI - Performance Comparison
In the year-to-date period, RSSB achieves a 14.35% return, which is significantly higher than NTSI's 9.96% 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. NTSI - Expense Ratio Comparison
RSSB has a 0.41% expense ratio, which is higher than NTSI's 0.26% expense ratio.
Risk-Adjusted Performance
RSSB vs. NTSI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) and WisdomTree International Efficient Core Fund (NTSI). 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. NTSI - Dividend Comparison
RSSB's dividend yield for the trailing twelve months is around 0.53%, less than NTSI's 2.33% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
RSSB Return Stacked Global Stocks & Bonds ETF | 0.53% | 0.61% | 0.00% | 0.00% |
NTSI WisdomTree International Efficient Core Fund | 2.33% | 2.35% | 2.66% | 0.97% |
Drawdowns
RSSB vs. NTSI - Drawdown Comparison
The maximum RSSB drawdown since its inception was -7.78%, smaller than the maximum NTSI drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for RSSB and NTSI. For additional features, visit the drawdowns tool.
Volatility
RSSB vs. NTSI - Volatility Comparison
Return Stacked Global Stocks & Bonds ETF (RSSB) and WisdomTree International Efficient Core Fund (NTSI) have volatilities of 3.87% and 3.76%, 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.