RSSX vs. EAOM

Last updated Jun 5, 2026

RSSX (Return Stacked U.S. Stocks & Gold/Bitcoin ETF) and EAOM (iShares ESG Aware Moderate Allocation ETF) are both Diversified Portfolio funds. RSSX is actively managed, while EAOM is passively managed. Over the past year, RSSX returned 27.93% vs 14.38% for EAOM. A 0.69 correlation means they provide meaningful diversification when combined. RSSX charges 0.68%/yr vs 0.18%/yr for EAOM.

Performance

RSSX vs. EAOM - 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 iShares ESG Aware Moderate Allocation ETF (EAOM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSSX achieves a 1.14% return, which is significantly lower than EAOM's 5.30% return.

RSSX

• 1D: -0.12%
• 1M: -5.07%
• YTD: 1.14%
• 6M: 0.61%
• 1Y: 27.93%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EAOM

• 1D: 0.21%
• 1M: 2.02%
• YTD: 5.30%
• 6M: 5.55%
• 1Y: 14.38%
• 3Y*: 10.61%
• 5Y*: 4.32%
• 10Y*: —

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

RSSX vs. EAOM - Yearly Performance Comparison

	2026 (YTD)	2025
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF	1.14%	29.82%
EAOM iShares ESG Aware Moderate Allocation ETF	5.30%	9.37%

Correlation

The correlation between RSSX and EAOM is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.69
Correlation (All Time) Calculated using the full available price history since Jun 2, 2025	0.69

The correlation between RSSX and EAOM has been stable across timeframes, ranging from 0.69 to 0.69 - a consistent structural relationship.

Return for Risk

RSSX vs. EAOM — Risk / Return Rank

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

RSSX

RSSX Risk / Return Rank: 25
RSSX Sharpe Ratio Rank: 26
RSSX Sortino Ratio Rank: 25
RSSX Omega Ratio Rank: 26
RSSX Calmar Ratio Rank: 23
RSSX Martin Ratio Rank: 23

EAOM

EAOM Risk / Return Rank: 68
EAOM Sharpe Ratio Rank: 69
EAOM Sortino Ratio Rank: 73
EAOM Omega Ratio Rank: 72
EAOM Calmar Ratio Rank: 57
EAOM Martin Ratio Rank: 68

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. EAOM - 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 iShares ESG Aware Moderate Allocation ETF (EAOM). 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	EAOM	Difference
Sharpe ratio: Return per unit of total volatility	0.88	2.25	-1.36
Sortino ratio: Return per unit of downside risk	1.32	3.25	-1.93
Omega ratio: Gain probability vs. loss probability	1.17	1.42	-0.25
Calmar ratio: Return relative to maximum drawdown	1.03	2.79	-1.77
Martin ratio: Return relative to average drawdown	2.94	12.30	-9.36
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. EAOM - Sharpe Ratio Comparison

The current RSSX Sharpe Ratio is 0.88, which is lower than the EAOM Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of RSSX and EAOM, 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	EAOM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.88	2.25	-1.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.54	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.98	0.76	+0.22

Drawdowns

RSSX vs. EAOM - Drawdown Comparison

The maximum RSSX drawdown since its inception was -27.37%, which is greater than EAOM's maximum drawdown of -20.73%. Use the drawdown chart below to compare losses from any high point for RSSX and EAOM.

Drawdown Indicators

	RSSX	EAOM	Difference
Max Drawdown Largest peak-to-trough decline	-27.37%	-20.73%	-6.64%
Max Drawdown (1Y) Largest decline over 1 year	-27.37%	-5.17%	-22.20%
Max Drawdown (3Y) Largest decline over 3 years	—	-7.63%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.73%	—
Current Drawdown Current decline from peak	-15.52%	-0.24%	-15.28%
Average Drawdown Average peak-to-trough decline	-6.76%	-4.96%	-1.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.54%	1.17%	+8.37%

Volatility

RSSX vs. EAOM - Volatility Comparison

Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) has a higher volatility of 7.61% compared to iShares ESG Aware Moderate Allocation ETF (EAOM) at 2.27%. This indicates that RSSX's price experiences larger fluctuations and is considered to be riskier than EAOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSSX	EAOM	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.61%	2.27%	+5.34%
Volatility (6M) Calculated over the trailing 6-month period	26.78%	5.24%	+21.54%
Volatility (1Y) Calculated over the trailing 1-year period	31.81%	6.44%	+25.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.74%	8.06%	+23.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.74%	7.90%	+23.84%

RSSX vs. EAOM - Expense Ratio Comparison

RSSX has a 0.68% expense ratio, which is higher than EAOM's 0.18% expense ratio.

Dividends

RSSX vs. EAOM - Dividend Comparison

RSSX's dividend yield for the trailing twelve months is around 1.53%, less than EAOM's 2.78% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
EAOM iShares ESG Aware Moderate Allocation ETF	2.78%	2.89%	2.89%	2.70%	1.93%	1.32%	1.02%
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF	1.53%	1.54%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSSX and EAOM in my portfolio?

RSSX and EAOM have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSSX or EAOM?

RSSX has higher volatility (7.61%) compared to EAOM (2.27%). In terms of maximum drawdown, RSSX dropped -27.37% vs EAOM's -20.73%.

Which ETF is better, RSSX or EAOM?

On 1-year performance, RSSX leads with 27.93% vs 14.38% for EAOM. On fees, EAOM is cheaper at 0.18% per year. On volatility, EAOM has been the lower-risk option at 2.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSSX or EAOM?

Over the 1-year period, RSSX has performed better with a 27.93% return vs 14.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSSX or EAOM?

EAOM is cheaper with a 0.18% expense ratio, compared with 0.68% for RSSX.

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

EAOM has the higher dividend yield at 2.78%, compared with 1.53% for RSSX.

What is the main difference between RSSX and EAOM?

They also come from different issuers: Return Stacked and iShares. Their fees differ too: 0.68% for RSSX and 0.18% for EAOM.

Which has better risk-adjusted returns?

EAOM currently has the higher Sharpe Ratio (2.25 vs 0.88), 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.