RSSB vs. RSBT
Compare and contrast key facts about Return Stacked Global Stocks & Bonds ETF (RSSB) and Return Stacked Bonds & Managed Futures ETF (RSBT).
RSSB and RSBT 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. RSBT is an actively managed fund by Return Stacked. It was launched on Feb 7, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSSB or RSBT.
Correlation
The correlation between RSSB and RSBT is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RSSB vs. RSBT - Performance Comparison
Key characteristics
RSSB:
1.06
RSBT:
0.07
RSSB:
1.49
RSBT:
0.19
RSSB:
1.19
RSBT:
1.02
RSSB:
1.81
RSBT:
0.05
RSSB:
4.99
RSBT:
0.14
RSSB:
3.03%
RSBT:
7.02%
RSSB:
14.23%
RSBT:
13.57%
RSSB:
-8.37%
RSBT:
-18.78%
RSSB:
-2.02%
RSBT:
-14.70%
Returns By Period
In the year-to-date period, RSSB achieves a 4.30% return, which is significantly higher than RSBT's 2.99% return.
RSSB
4.30%
4.30%
5.54%
16.06%
N/A
N/A
RSBT
2.99%
2.99%
-3.63%
1.29%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RSSB vs. RSBT - Expense Ratio Comparison
RSSB has a 0.41% expense ratio, which is lower than RSBT's 0.97% expense ratio.
Risk-Adjusted Performance
RSSB vs. RSBT — Risk-Adjusted Performance Rank
RSSB
RSBT
RSSB vs. RSBT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) and Return Stacked Bonds & Managed Futures ETF (RSBT). 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.
Dividends
RSSB vs. RSBT - Dividend Comparison
RSSB's dividend yield for the trailing twelve months is around 1.20%, while RSBT has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
RSSB Return Stacked Global Stocks & Bonds ETF | 1.20% | 1.26% | 0.61% |
RSBT Return Stacked Bonds & Managed Futures ETF | 0.00% | 0.00% | 2.38% |
Drawdowns
RSSB vs. RSBT - Drawdown Comparison
The maximum RSSB drawdown since its inception was -8.37%, smaller than the maximum RSBT drawdown of -18.78%. Use the drawdown chart below to compare losses from any high point for RSSB and RSBT. For additional features, visit the drawdowns tool.
Volatility
RSSB vs. RSBT - Volatility Comparison
Return Stacked Global Stocks & Bonds ETF (RSSB) has a higher volatility of 4.81% compared to Return Stacked Bonds & Managed Futures ETF (RSBT) at 3.91%. This indicates that RSSB's price experiences larger fluctuations and is considered to be riskier than RSBT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.