SPXM vs. RSSY

Last updated Jun 4, 2026

SPXM (Azoria 500 Meritocracy ETF) and RSSY (Return Stacked US Stocks & Futures Yield ETF) are both Large Cap Blend Equities funds. Both are actively managed. At a 0.38 correlation, their price movements are largely independent. SPXM charges 0.47%/yr vs 1.04%/yr for RSSY.

Performance

SPXM vs. RSSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Azoria 500 Meritocracy ETF (SPXM) and Return Stacked US Stocks & Futures Yield ETF (RSSY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SPXM

• 1D: 0.00%
• 1M: 0.00%
• YTD: 0.00%
• 6M: -0.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

RSSY

• 1D: -0.16%
• 1M: 1.78%
• YTD: 32.45%
• 6M: 27.13%
• 1Y: 47.81%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SPXM vs. RSSY - Yearly Performance Comparison

	2026 (YTD)	2025
SPXM Azoria 500 Meritocracy ETF	0.00%	9.16%
RSSY Return Stacked US Stocks & Futures Yield ETF	32.45%	5.35%

Correlation

The correlation between SPXM and RSSY is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 9, 2025	0.38

Return for Risk

SPXM vs. RSSY — Risk / Return Rank

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

RSSY

RSSY Risk / Return Rank: 93
RSSY Sharpe Ratio Rank: 94
RSSY Sortino Ratio Rank: 93
RSSY Omega Ratio Rank: 93
RSSY Calmar Ratio Rank: 92
RSSY Martin Ratio Rank: 91

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.

SPXM vs. RSSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Azoria 500 Meritocracy ETF (SPXM) and Return Stacked US Stocks & Futures Yield ETF (RSSY). 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

	SPXM	RSSY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.63	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.56	0.75	+0.82

Drawdowns

SPXM vs. RSSY - Drawdown Comparison

The maximum SPXM drawdown since its inception was -5.08%, smaller than the maximum RSSY drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for SPXM and RSSY.

Drawdown Indicators

	SPXM	RSSY	Difference
Max Drawdown Largest peak-to-trough decline	-5.08%	-29.57%	+24.49%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.36%	—
Current Drawdown Current decline from peak	-0.75%	-0.16%	-0.59%
Average Drawdown Average peak-to-trough decline	-0.79%	-7.37%	+6.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.14%	—

Volatility

Volatility by Period

	SPXM	RSSY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.30%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.92%	—
Volatility (1Y) Calculated over the trailing 1-year period	8.18%	13.28%	-5.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	8.18%	18.35%	-10.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.18%	18.35%	-10.17%

SPXM vs. RSSY - Expense Ratio Comparison

SPXM has a 0.47% expense ratio, which is lower than RSSY's 1.04% expense ratio.

Dividends

SPXM vs. RSSY - Dividend Comparison

SPXM's dividend yield for the trailing twelve months is around 0.24%, less than RSSY's 1.54% yield.

Position	TTM	2025
RSSY Return Stacked US Stocks & Futures Yield ETF	1.54%	2.04%
SPXM Azoria 500 Meritocracy ETF	0.24%	0.24%

Frequently Asked Questions

Can I hold both SPXM and RSSY in my portfolio?

SPXM and RSSY have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SPXM or RSSY?

On fees, SPXM is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SPXM or RSSY?

SPXM is cheaper with a 0.47% expense ratio, compared with 1.04% for RSSY.

Which ETF pays a higher dividend yield, SPXM or RSSY?

RSSY has the higher dividend yield at 1.54%, compared with 0.24% for SPXM.

What is the main difference between SPXM and RSSY?

They also come from different issuers: Azoria and Return Stacked. Their fees differ too: 0.47% for SPXM and 1.04% for RSSY.