RSSX vs. SPMO

Last updated Apr 1, 2026

Compare and contrast key facts about Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) and Invesco S&P 500 Momentum ETF (SPMO).

RSSX and SPMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSSX is an actively managed fund by Return Stacked. It was launched on May 29, 2025. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.

Performance

RSSX vs. SPMO - 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 Invesco S&P 500 Momentum ETF (SPMO). The values are adjusted to include any dividend payments, if applicable.

RSSX vs. SPMO - Yearly Performance Comparison

	2026 (YTD)	2025
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF	-7.94%	29.82%
SPMO Invesco S&P 500 Momentum ETF	-5.78%	13.94%

Returns By Period

In the year-to-date period, RSSX achieves a -7.94% return, which is significantly lower than SPMO's -5.78% return.

RSSX

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

SPMO

• 1D: 3.96%
• 1M: -5.89%
• YTD: -5.78%
• 6M: -6.90%
• 1Y: 22.23%
• 3Y*: 28.36%
• 5Y*: 17.17%
• 10Y*: 17.16%

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

RSSX vs. SPMO - Expense Ratio Comparison

RSSX has a 0.68% expense ratio, which is higher than SPMO's 0.13% expense ratio.

RSSX

Return Stacked U.S. Stocks & Gold/Bitcoin ETF

SPMO

Invesco S&P 500 Momentum ETF

Return for Risk

RSSX vs. SPMO — Risk / Return Rank

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

SPMO

SPMO Risk / Return Rank: 66
SPMO Sharpe Ratio Rank: 59
SPMO Sortino Ratio Rank: 62
SPMO Omega Ratio Rank: 65
SPMO Calmar Ratio Rank: 74
SPMO 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. SPMO - 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 Invesco S&P 500 Momentum ETF (SPMO). 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.

Sharpe Ratios by Period

	RSSX	SPMO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.98	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.91	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.75	0.85	-0.10

Correlation

The correlation between RSSX and SPMO is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

RSSX vs. SPMO - Dividend Comparison

RSSX's dividend yield for the trailing twelve months is around 1.68%, more than SPMO's 0.91% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF	1.68%	1.54%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPMO Invesco S&P 500 Momentum ETF	0.91%	0.73%	0.48%	1.63%	1.66%	0.52%	1.27%	1.39%	1.05%	0.77%	1.94%	0.36%

Drawdowns

RSSX vs. SPMO - Drawdown Comparison

The maximum RSSX drawdown since its inception was -27.37%, smaller than the maximum SPMO drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for RSSX and SPMO.

Drawdown Indicators

	RSSX	SPMO	Difference
Max Drawdown Largest peak-to-trough decline	-27.37%	-30.95%	+3.58%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.70%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.74%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-30.95%	—
Current Drawdown Current decline from peak	-23.10%	-9.24%	-13.86%
Average Drawdown Average peak-to-trough decline	-5.45%	-4.66%	-0.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.57%	—

Volatility

Volatility by Period

	RSSX	SPMO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.82%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.62%	—
Volatility (1Y) Calculated over the trailing 1-year period	32.26%	22.68%	+9.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.26%	19.06%	+13.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.26%	20.08%	+12.18%