RSSX vs. BTGD

Last updated Jun 3, 2026

RSSX (Return Stacked U.S. Stocks & Gold/Bitcoin ETF) and BTGD (STKD Bitcoin & Gold ETF) are both exchange-traded funds - RSSX is a Diversified Portfolio fund actively managed by Return Stacked, while BTGD is a Cryptocurrency fund actively managed by Quantify Funds. Both are actively managed. Over the past year, RSSX returned 31.76% vs -26.60% for BTGD. Their correlation of 0.92 suggests significant overlap in exposure. RSSX charges 0.68%/yr vs 1.00%/yr for BTGD.

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.

Returns By Period

In the year-to-date period, RSSX achieves a 3.53% return, which is significantly higher than BTGD's -25.66% return.

RSSX

• 1D: -1.76%
• 1M: -1.91%
• YTD: 3.53%
• 6M: 4.02%
• 1Y: 31.76%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BTGD

• 1D: -5.59%
• 1M: -17.14%
• YTD: -25.66%
• 6M: -27.41%
• 1Y: -26.60%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RSSX vs. BTGD - Yearly Performance Comparison

	2026 (YTD)	2025
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF	3.53%	29.82%
BTGD STKD Bitcoin & Gold ETF	-25.66%	1.59%

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.

Return for Risk

RSSX vs. BTGD — Risk / Return Rank

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

BTGD

BTGD Risk / Return Rank: 4
BTGD Sharpe Ratio Rank: 4
BTGD Sortino Ratio Rank: 5
BTGD Omega Ratio Rank: 5
BTGD Calmar Ratio Rank: 4
BTGD Martin Ratio Rank: 4

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.

	RSSX	BTGD	Difference
Sharpe ratio Return per unit of total volatility	1.01	-0.49	+1.49
Sortino ratio Return per unit of downside risk	1.46	-0.39	+1.85
Omega ratio Gain probability vs. loss probability	1.19	0.95	+0.24
Calmar ratio Return relative to maximum drawdown	—	-0.54	—
Martin ratio Return relative to average drawdown	—	-1.02	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RSSX vs. BTGD - Sharpe Ratio Comparison

The current RSSX Sharpe Ratio is 1.01, which is higher than the BTGD Sharpe Ratio of -0.49. 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.

Sharpe Ratios by Period

	RSSX	BTGD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	-0.49	+1.49
Sharpe Ratio (All Time) Calculated using the full available price history	1.08	0.32	+0.77

Drawdowns

RSSX vs. BTGD - Drawdown Comparison

The maximum RSSX drawdown since its inception was -27.37%, smaller than the maximum BTGD drawdown of -45.54%. Use the drawdown chart below to compare losses from any high point for RSSX and BTGD.

Drawdown Indicators

	RSSX	BTGD	Difference
Max Drawdown Largest peak-to-trough decline	-27.37%	-45.54%	+18.17%
Max Drawdown (1Y) Largest decline over 1 year	-27.37%	-45.54%	+18.17%
Current Drawdown Current decline from peak	-13.53%	-45.54%	+32.01%
Average Drawdown Average peak-to-trough decline	-6.69%	-14.50%	+7.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.44%	23.90%	-14.46%

Volatility

RSSX vs. BTGD - Volatility Comparison

The current volatility for Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) is 7.69%, while STKD Bitcoin & Gold ETF (BTGD) has a volatility of 11.55%. 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.

Volatility by Period

	RSSX	BTGD	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.69%	11.55%	-3.86%
Volatility (6M) Calculated over the trailing 6-month period	26.81%	45.79%	-18.98%
Volatility (1Y) Calculated over the trailing 1-year period	31.78%	54.97%	-23.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.78%	55.48%	-23.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.78%	55.48%	-23.70%

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 1.49%, less than BTGD's 4.52% yield.

Position	TTM	2025	2024
BTGD STKD Bitcoin & Gold ETF	4.52%	3.36%	0.19%
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF	1.49%	1.54%	0.00%

Frequently Asked Questions

Can I hold both RSSX and BTGD in my portfolio?

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.

Which is riskier, RSSX or BTGD?

BTGD has higher volatility (11.55%) compared to RSSX (7.69%). In terms of maximum drawdown, RSSX dropped -27.37% vs BTGD's -45.54%.

Which ETF is better, RSSX or BTGD?

On 1-year performance, RSSX leads with 31.76% vs -26.60% for BTGD. On fees, RSSX is cheaper at 0.68% per year. On volatility, RSSX has been the lower-risk option at 7.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSSX or BTGD?

Over the 1-year period, RSSX has performed better with a 31.76% return vs -26.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSSX or BTGD?

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

Which ETF pays a higher dividend yield, RSSX or BTGD?

BTGD has the higher dividend yield at 4.52%, compared with 1.49% for RSSX.

What is the main difference between RSSX and BTGD?

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.

Which has better risk-adjusted returns?

RSSX currently has the higher Sharpe Ratio (1.01 vs -0.49), 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.