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RSSX vs. BTGD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSSX vs. BTGD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) and STKD Bitcoin & Gold ETF (BTGD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RSSX achieves a 1.26% return, which is significantly higher than BTGD's -28.65% return.


RSSX

1D
-2.19%
1M
-3.05%
YTD
1.26%
6M
0.73%
1Y
28.58%
3Y*
5Y*
10Y*

BTGD

1D
-4.01%
1M
-20.36%
YTD
-28.65%
6M
-31.64%
1Y
-30.17%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSSX vs. BTGD - Yearly Performance Comparison


Correlation

The correlation between RSSX and BTGD is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Jun 2, 2025

0.92

The correlation between RSSX and BTGD has been stable across timeframes, ranging from 0.92 to 0.92 - a consistent structural relationship.

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Return for Risk

RSSX vs. BTGD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSSX
RSSX Risk / Return Rank: 2424
Overall Rank
RSSX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
RSSX Sortino Ratio Rank: 2424
Sortino Ratio Rank
RSSX Omega Ratio Rank: 2525
Omega Ratio Rank
RSSX Calmar Ratio Rank: 2222
Calmar Ratio Rank
RSSX Martin Ratio Rank: 2323
Martin Ratio Rank

BTGD
BTGD Risk / Return Rank: 44
Overall Rank
BTGD Sharpe Ratio Rank: 44
Sharpe Ratio Rank
BTGD Sortino Ratio Rank: 44
Sortino Ratio Rank
BTGD Omega Ratio Rank: 44
Omega Ratio Rank
BTGD Calmar Ratio Rank: 33
Calmar Ratio Rank
BTGD Martin Ratio Rank: 33
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RSSX vs. BTGD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) and STKD Bitcoin & Gold ETF (BTGD). 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.


RSSXBTGDDifference
Sharpe ratioReturn per unit of total volatility

+1.45

Sortino ratioReturn per unit of downside risk

+1.86

Omega ratioGain probability vs. loss probability

1.17

0.94

+0.23

Calmar ratioReturn relative to maximum drawdown

1.05

-0.63

+1.68

Martin ratioReturn relative to average drawdown

3.02

-1.25

+4.27

RSSX vs. BTGD - Sharpe Ratio Comparison

The current RSSX Sharpe Ratio is 0.90, which is higher than the BTGD Sharpe Ratio of -0.55. The chart below compares the historical Sharpe Ratios of RSSX and BTGD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RSSXBTGDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

-0.55

+1.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.99

0.26

+0.72

Drawdowns

RSSX vs. BTGD - Drawdown Comparison

The maximum RSSX drawdown since its inception was -27.37%, smaller than the maximum BTGD drawdown of -47.73%. Use the drawdown chart below to compare losses from any high point for RSSX and BTGD.


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Drawdown Indicators


RSSXBTGDDifference

Max Drawdown

Largest peak-to-trough decline

-27.37%

-47.73%

+20.36%

Max Drawdown (1Y)

Largest decline over 1 year

-27.37%

-47.73%

+20.36%

Current Drawdown

Current decline from peak

-15.42%

-47.73%

+32.31%

Average Drawdown

Average peak-to-trough decline

-6.72%

-14.58%

+7.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.49%

24.09%

-14.60%

Volatility

RSSX vs. BTGD - Volatility Comparison

The current volatility for Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) is 7.93%, while STKD Bitcoin & Gold ETF (BTGD) has a volatility of 11.95%. This indicates that RSSX experiences smaller price fluctuations and is considered to be less risky than BTGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSSXBTGDDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.93%

11.95%

-4.02%

Volatility (6M)

Calculated over the trailing 6-month period

26.82%

45.64%

-18.82%

Volatility (1Y)

Calculated over the trailing 1-year period

31.81%

55.04%

-23.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.80%

55.51%

-23.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.80%

55.51%

-23.71%

RSSX vs. BTGD - Expense Ratio Comparison

RSSX has a 0.68% expense ratio, which is lower than BTGD's 1.00% expense ratio.


Dividends

RSSX vs. BTGD - Dividend Comparison

RSSX's dividend yield for the trailing twelve months is around 1.52%, less than BTGD's 4.71% yield.


PositionTTM20252024
BTGD
STKD Bitcoin & Gold ETF
4.71%3.36%0.19%
RSSX
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
1.52%1.54%0.00%

Frequently Asked Questions


With a correlation of 0.92, RSSX and BTGD move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

BTGD has higher volatility (11.95%) compared to RSSX (7.93%). In terms of maximum drawdown, RSSX dropped -27.37% vs BTGD's -47.73%.

On 1-year performance, RSSX leads with 28.58% vs -30.17% for BTGD. On fees, RSSX is cheaper at 0.68% per year. On volatility, RSSX has been the lower-risk option at 7.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, RSSX has performed better with a 28.58% return vs -30.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RSSX is cheaper with a 0.68% expense ratio, compared with 1.00% for BTGD.

BTGD has the higher dividend yield at 4.71%, compared with 1.52% for RSSX.

RSSX is categorized as Diversified Portfolio, while BTGD is Cryptocurrency. They also come from different issuers: Return Stacked and Quantify Funds. Their fees differ too: 0.68% for RSSX and 1.00% for BTGD.

RSSX currently has the higher Sharpe Ratio (0.90 vs -0.55), 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.

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