RSSX vs. RULE

Last updated Jun 4, 2026

RSSX (Return Stacked U.S. Stocks & Gold/Bitcoin ETF) and RULE (Adaptive Core ETF) are both Diversified Portfolio funds. Both are actively managed. Over the past year, RSSX returned 28.58% vs 52.19% for RULE. A 0.63 correlation means they provide meaningful diversification when combined. RSSX charges 0.68%/yr vs 1.10%/yr for RULE.

Performance

RSSX vs. RULE - 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 Adaptive Core ETF (RULE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSSX achieves a 1.26% return, which is significantly lower than RULE's 45.39% return.

RSSX

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

RULE

• 1D: 0.66%
• 1M: 21.60%
• YTD: 45.39%
• 6M: 45.86%
• 1Y: 52.19%
• 3Y*: 20.38%
• 5Y*: —
• 10Y*: —

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

RSSX vs. RULE - Yearly Performance Comparison

	2026 (YTD)	2025
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF	1.26%	29.82%
RULE Adaptive Core ETF	45.39%	5.44%

Correlation

The correlation between RSSX and RULE is 0.63, 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	0.63
Correlation (All Time) Calculated using the full available price history since Jun 2, 2025	0.63

The correlation between RSSX and RULE has been stable across timeframes, ranging from 0.63 to 0.63 - a consistent structural relationship.

Return for Risk

RSSX vs. RULE — Risk / Return Rank

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

RSSX

RSSX Risk / Return Rank: 24
RSSX Sharpe Ratio Rank: 25
RSSX Sortino Ratio Rank: 24
RSSX Omega Ratio Rank: 25
RSSX Calmar Ratio Rank: 22
RSSX Martin Ratio Rank: 23

RULE

RULE Risk / Return Rank: 79
RULE Sharpe Ratio Rank: 80
RULE Sortino Ratio Rank: 77
RULE Omega Ratio Rank: 76
RULE Calmar Ratio Rank: 80
RULE Martin Ratio Rank: 83

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. RULE - 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 Adaptive Core ETF (RULE). 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	RULE	Difference
Sharpe ratio: Return per unit of total volatility	0.90	2.59	-1.69
Sortino ratio: Return per unit of downside risk	1.34	3.47	-2.13
Omega ratio: Gain probability vs. loss probability	1.17	1.46	-0.28
Calmar ratio: Return relative to maximum drawdown	1.05	4.15	-3.10
Martin ratio: Return relative to average drawdown	3.02	16.93	-13.91
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. RULE - Sharpe Ratio Comparison

The current RSSX Sharpe Ratio is 0.90, which is lower than the RULE Sharpe Ratio of 2.59. The chart below compares the historical Sharpe Ratios of RSSX and RULE, 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	RULE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.90	2.59	-1.69
Sharpe Ratio (All Time) Calculated using the full available price history	0.99	0.47	+0.52

Drawdowns

RSSX vs. RULE - Drawdown Comparison

The maximum RSSX drawdown since its inception was -27.37%, smaller than the maximum RULE drawdown of -30.48%. Use the drawdown chart below to compare losses from any high point for RSSX and RULE.

Drawdown Indicators

	RSSX	RULE	Difference
Max Drawdown Largest peak-to-trough decline	-27.37%	-30.48%	+3.11%
Max Drawdown (1Y) Largest decline over 1 year	-27.37%	-12.65%	-14.72%
Max Drawdown (3Y) Largest decline over 3 years	—	-20.21%	—
Current Drawdown Current decline from peak	-15.42%	0.00%	-15.42%
Average Drawdown Average peak-to-trough decline	-6.72%	-14.98%	+8.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.49%	3.09%	+6.40%

Volatility

RSSX vs. RULE - Volatility Comparison

The current volatility for Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) is 7.93%, while Adaptive Core ETF (RULE) has a volatility of 9.59%. This indicates that RSSX experiences smaller price fluctuations and is considered to be less risky than RULE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSSX	RULE	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.93%	9.59%	-1.66%
Volatility (6M) Calculated over the trailing 6-month period	26.82%	17.54%	+9.28%
Volatility (1Y) Calculated over the trailing 1-year period	31.81%	20.25%	+11.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.80%	14.83%	+16.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.80%	14.83%	+16.97%

RSSX vs. RULE - Expense Ratio Comparison

RSSX has a 0.68% expense ratio, which is lower than RULE's 1.10% expense ratio.

Dividends

RSSX vs. RULE - Dividend Comparison

RSSX's dividend yield for the trailing twelve months is around 1.52%, while RULE has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF	1.52%	1.54%	0.00%	0.00%	0.00%
RULE Adaptive Core ETF	0.00%	0.00%	0.00%	2.01%	0.01%

Frequently Asked Questions

Can I hold both RSSX and RULE in my portfolio?

RSSX and RULE have a correlation of 0.63, 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 RULE?

RULE has higher volatility (9.59%) compared to RSSX (7.93%). In terms of maximum drawdown, RSSX dropped -27.37% vs RULE's -30.48%.

Which ETF is better, RSSX or RULE?

On 1-year performance, RULE leads with 52.19% vs 28.58% for RSSX. 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.

Which ETF has performed better, RSSX or RULE?

Over the 1-year period, RULE has performed better with a 52.19% return vs 28.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSSX or RULE?

RSSX is cheaper with a 0.68% expense ratio, compared with 1.10% for RULE.

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

RSSX has the higher dividend yield at 1.52%, compared with 0.00% for RULE.

What is the main difference between RSSX and RULE?

They also come from different issuers: Return Stacked and Mohr Funds. Their fees differ too: 0.68% for RSSX and 1.10% for RULE.

Which has better risk-adjusted returns?

RULE currently has the higher Sharpe Ratio (2.59 vs 0.90), 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.