RSSX vs. IYE
RSSX (Return Stacked U.S. Stocks & Gold/Bitcoin ETF) and IYE (iShares U.S. Energy ETF) are both exchange-traded funds - RSSX is a Diversified Portfolio fund actively managed by Return Stacked, while IYE is a Energy Equities fund tracking the Dow Jones U.S. Oil & Gas Index. RSSX is actively managed, while IYE is passively managed. Over the past year, RSSX returned 11.67% vs 29.09% for IYE. At a correlation of -0.01, they often move in opposite directions. RSSX charges 0.68%/yr vs 0.42%/yr for IYE.
Performance
RSSX vs. IYE - Performance Comparison
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Returns By Period
In the year-to-date period, RSSX achieves a -11.33% return, which is significantly lower than IYE's 20.95% return.
RSSX
- 1D
- -3.82%
- 1M
- -16.42%
- YTD
- -11.33%
- 6M
- -15.00%
- 1Y
- 11.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYE
- 1D
- -1.64%
- 1M
- -9.18%
- YTD
- 20.95%
- 6M
- 21.80%
- 1Y
- 29.09%
- 3Y*
- 14.72%
- 5Y*
- 17.30%
- 10Y*
- 8.00%
RSSX vs. IYE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF | -11.33% | 30.55% |
IYE iShares U.S. Energy ETF | 20.95% | 11.15% |
Correlation
The correlation between RSSX and IYE is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (All Time) Calculated using the full available price history since May 30, 2025 | -0.01 |
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Return for Risk
RSSX vs. IYE — Risk / Return Rank
RSSX
IYE
RSSX vs. IYE - 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 U.S. Energy ETF (IYE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RSSX | IYE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.24 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 2.12 | -1.69 |
| Martin ratioReturn relative to average drawdown | 1.10 | 6.26 | -5.16 |
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Drawdowns
RSSX vs. IYE - Drawdown Comparison
The maximum RSSX drawdown since its inception was -27.37%, smaller than the maximum IYE drawdown of -73.74%. Use the drawdown chart below to compare losses from any high point for RSSX and IYE.
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Drawdown Indicators
| RSSX | IYE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.37% | -73.74% | +46.37% |
Max Drawdown (1Y)Largest decline over 1 year | -27.37% | -13.81% | -13.56% |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.37% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -68.59% | — |
Current DrawdownCurrent decline from peak | -25.94% | -13.60% | -12.34% |
Average DrawdownAverage peak-to-trough decline | -7.42% | -19.34% | +11.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.67% | 4.66% | +6.01% |
Volatility
RSSX vs. IYE - Volatility Comparison
Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) has a higher volatility of 12.82% compared to iShares U.S. Energy ETF (IYE) at 7.00%. This indicates that RSSX's price experiences larger fluctuations and is considered to be riskier than IYE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSSX | IYE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.82% | 7.00% | +5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 29.37% | 16.51% | +12.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.99% | 20.30% | +13.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.21% | 25.67% | +7.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.21% | 29.52% | +3.69% |
RSSX vs. IYE - Expense Ratio Comparison
RSSX has a 0.68% expense ratio, which is higher than IYE's 0.42% expense ratio.
Dividends
RSSX vs. IYE - Dividend Comparison
RSSX's dividend yield for the trailing twelve months is around 1.74%, less than IYE's 2.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYE iShares U.S. Energy ETF | 2.35% | 2.85% | 2.75% | 2.99% | 3.37% | 2.98% | 4.75% | 6.60% | 3.16% | 2.66% | 2.11% | 3.39% |
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF | 1.74% | 1.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RSSX and IYE have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSSX has higher volatility (12.82%) compared to IYE (7.00%). In terms of maximum drawdown, RSSX dropped -27.37% vs IYE's -73.74%.
On 1-year performance, IYE leads with 29.09% vs 11.67% for RSSX. On fees, IYE is cheaper at 0.42% per year. On volatility, IYE has been the lower-risk option at 7.00%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IYE has performed better with a 29.09% return vs 11.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IYE is cheaper with a 0.42% expense ratio, compared with 0.68% for RSSX.
IYE has the higher dividend yield at 2.35%, compared with 1.74% for RSSX.
RSSX is categorized as Diversified Portfolio, while IYE is Energy Equities. They also come from different issuers: Return Stacked and iShares. Their fees differ too: 0.68% for RSSX and 0.42% for IYE.
IYE currently has the higher Sharpe Ratio (1.44 vs 0.34), 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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