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RSSX vs. HISF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSSX vs. HISF - 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 First Trust High Income Strategic Focus ETF (HISF). The values are adjusted to include any dividend payments, if applicable.

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RSSX vs. HISF - Yearly Performance Comparison


Returns By Period

In the year-to-date period, RSSX achieves a -7.94% return, which is significantly lower than HISF's -0.74% return.


RSSX

1D
5.88%
1M
-12.18%
YTD
-7.94%
6M
-6.25%
1Y
3Y*
5Y*
10Y*

HISF

1D
0.60%
1M
-1.96%
YTD
-0.74%
6M
0.66%
1Y
5.20%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSSX vs. HISF - Expense Ratio Comparison

RSSX has a 0.68% expense ratio, which is lower than HISF's 0.87% expense ratio.


Return for Risk

RSSX vs. HISF — Risk / Return Rank

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

RSSX

HISF
HISF Risk / Return Rank: 7474
Overall Rank
HISF Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
HISF Sortino Ratio Rank: 7777
Sortino Ratio Rank
HISF Omega Ratio Rank: 7272
Omega Ratio Rank
HISF Calmar Ratio Rank: 7171
Calmar Ratio Rank
HISF Martin Ratio Rank: 7272
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. HISF - 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 First Trust High Income Strategic Focus ETF (HISF). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

RSSX vs. HISF - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RSSXHISFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

1.32

-0.58

Correlation

The correlation between RSSX and HISF is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RSSX vs. HISF - Dividend Comparison

RSSX's dividend yield for the trailing twelve months is around 1.68%, less than HISF's 4.92% yield.


Drawdowns

RSSX vs. HISF - Drawdown Comparison

The maximum RSSX drawdown since its inception was -27.37%, which is greater than HISF's maximum drawdown of -3.86%. Use the drawdown chart below to compare losses from any high point for RSSX and HISF.


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Drawdown Indicators


RSSXHISFDifference

Max Drawdown

Largest peak-to-trough decline

-27.37%

-3.86%

-23.51%

Max Drawdown (1Y)

Largest decline over 1 year

-2.90%

Current Drawdown

Current decline from peak

-23.10%

-1.96%

-21.14%

Average Drawdown

Average peak-to-trough decline

-5.45%

-0.86%

-4.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

Volatility

RSSX vs. HISF - Volatility Comparison


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Volatility by Period


RSSXHISFDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.76%

Volatility (6M)

Calculated over the trailing 6-month period

2.26%

Volatility (1Y)

Calculated over the trailing 1-year period

32.26%

3.67%

+28.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.26%

3.96%

+28.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.26%

3.96%

+28.30%