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RSSB vs. VT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

RSSB vs. VT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Return Stacked Global Stocks & Bonds ETF (RSSB) and Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
8.54%
8.62%
RSSB
VT

Returns By Period

In the year-to-date period, RSSB achieves a 13.91% return, which is significantly lower than VT's 18.69% return.


RSSB

YTD

13.91%

1M

0.81%

6M

8.54%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

VT

YTD

18.69%

1M

1.66%

6M

8.61%

1Y

25.50%

5Y (annualized)

11.28%

10Y (annualized)

9.29%

Key characteristics


RSSBVT
Daily Std Dev13.95%11.63%
Max Drawdown-7.78%-50.27%
Current Drawdown-3.22%-0.95%

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RSSB vs. VT - Expense Ratio Comparison

RSSB has a 0.41% expense ratio, which is higher than VT's 0.07% expense ratio.


RSSB
Return Stacked Global Stocks & Bonds ETF
Expense ratio chart for RSSB: current value at 0.41% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.41%
Expense ratio chart for VT: current value at 0.07% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.07%

Correlation

-0.50.00.51.00.9

The correlation between RSSB and VT is 0.90, 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.

Risk-Adjusted Performance

RSSB vs. VT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) and Vanguard Total World Stock ETF (VT). 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.


Sharpe ratio
No data
RSSB
VT

Chart placeholderNot enough data

Dividends

RSSB vs. VT - Dividend Comparison

RSSB's dividend yield for the trailing twelve months is around 0.53%, less than VT's 1.84% yield.


TTM20232022202120202019201820172016201520142013
RSSB
Return Stacked Global Stocks & Bonds ETF
0.53%0.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VT
Vanguard Total World Stock ETF
1.84%2.08%2.20%1.82%1.66%2.32%2.53%2.11%2.39%2.45%2.44%2.06%

Drawdowns

RSSB vs. VT - Drawdown Comparison

The maximum RSSB drawdown since its inception was -7.78%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for RSSB and VT. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.22%
-0.95%
RSSB
VT

Volatility

RSSB vs. VT - Volatility Comparison

Return Stacked Global Stocks & Bonds ETF (RSSB) has a higher volatility of 3.64% compared to Vanguard Total World Stock ETF (VT) at 3.20%. This indicates that RSSB's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
3.64%
3.20%
RSSB
VT