Correlation
The correlation between RSSY and GDE is 0.67, 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.
RSSY vs. GDE
Compare and contrast key facts about Return Stacked US Stocks & Futures Yield ETF (RSSY) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE).
RSSY and GDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSSY is an actively managed fund by Return Stacked. It was launched on May 28, 2024. GDE is an actively managed fund by WisdomTree. It was launched on Mar 15, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSSY or GDE.
Performance
RSSY vs. GDE - Performance Comparison
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Key characteristics
RSSY:
-0.60
GDE:
1.78
RSSY:
22.24%
GDE:
26.58%
RSSY:
-29.57%
GDE:
-32.01%
RSSY:
-18.72%
GDE:
-0.55%
Returns By Period
In the year-to-date period, RSSY achieves a -14.27% return, which is significantly lower than GDE's 21.52% return.
RSSY
-14.27%
3.16%
-16.13%
-13.29%
N/A
N/A
N/A
GDE
21.52%
7.28%
17.59%
47.14%
30.90%
N/A
N/A
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RSSY vs. GDE - Expense Ratio Comparison
RSSY has a 1.04% expense ratio, which is higher than GDE's 0.20% expense ratio.
Risk-Adjusted Performance
RSSY vs. GDE — Risk-Adjusted Performance Rank
RSSY
GDE
RSSY vs. GDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked US Stocks & Futures Yield ETF (RSSY) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). 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.
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Dividends
RSSY vs. GDE - Dividend Comparison
RSSY has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 5.87%.
TTM | 2024 | 2023 | 2022 | |
---|---|---|---|---|
RSSY Return Stacked US Stocks & Futures Yield ETF | 0.00% | 0.00% | 0.00% | 0.00% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 5.87% | 7.14% | 2.22% | 0.81% |
Drawdowns
RSSY vs. GDE - Drawdown Comparison
The maximum RSSY drawdown since its inception was -29.57%, smaller than the maximum GDE drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for RSSY and GDE.
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Volatility
RSSY vs. GDE - Volatility Comparison
Return Stacked US Stocks & Futures Yield ETF (RSSY) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) have volatilities of 6.18% and 6.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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