TEXN vs. RSSY
TEXN (iShares Texas Equity ETF) and RSSY (Return Stacked US Stocks & Futures Yield ETF) are both Large Cap Blend Equities funds. TEXN is passively managed, while RSSY is actively managed. Over the past year, TEXN returned 30.05% vs 39.57% for RSSY. A 0.50 correlation means they provide meaningful diversification when combined. TEXN charges 0.20%/yr vs 1.04%/yr for RSSY.
Performance
TEXN vs. RSSY - Performance Comparison
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Returns By Period
In the year-to-date period, TEXN achieves a 20.05% return, which is significantly lower than RSSY's 29.90% return.
TEXN
- 1D
- -1.33%
- 1M
- -2.29%
- YTD
- 20.05%
- 6M
- 18.60%
- 1Y
- 30.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RSSY
- 1D
- -0.52%
- 1M
- -0.68%
- YTD
- 29.90%
- 6M
- 28.17%
- 1Y
- 39.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TEXN vs. RSSY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TEXN iShares Texas Equity ETF | 20.05% | 8.33% |
RSSY Return Stacked US Stocks & Futures Yield ETF | 29.90% | 7.44% |
Correlation
The correlation between TEXN and RSSY is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025 | 0.50 |
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Return for Risk
TEXN vs. RSSY — Risk / Return Rank
TEXN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RSSY
TEXN vs. RSSY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Texas Equity ETF (TEXN) 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.
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.
| TEXN | RSSY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.53 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.40 | — |
| Martin ratioReturn relative to average drawdown | — | 18.16 | — |
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Drawdowns
TEXN vs. RSSY - Drawdown Comparison
The maximum TEXN drawdown since its inception was -6.34%, smaller than the maximum RSSY drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for TEXN and RSSY.
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Drawdown Indicators
| TEXN | RSSY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.34% | -29.57% | +23.23% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -7.36% | +1.02% |
Current DrawdownCurrent decline from peak | -4.90% | -2.56% | -2.34% |
Average DrawdownAverage peak-to-trough decline | -1.24% | -7.21% | +5.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.18% | — |
Volatility
TEXN vs. RSSY - Volatility Comparison
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Volatility by Period
| TEXN | RSSY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.48% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.73% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 13.46% | +1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 18.24% | -3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.50% | 18.24% | -3.74% |
TEXN vs. RSSY - Expense Ratio Comparison
TEXN has a 0.20% expense ratio, which is lower than RSSY's 1.04% expense ratio.
Dividends
TEXN vs. RSSY - Dividend Comparison
TEXN's dividend yield for the trailing twelve months is around 1.40%, less than RSSY's 1.57% yield.
| Position | TTM | 2025 |
|---|---|---|
RSSY Return Stacked US Stocks & Futures Yield ETF | 1.57% | 2.04% |
TEXN iShares Texas Equity ETF | 1.40% | 0.86% |
Frequently Asked Questions
TEXN and RSSY have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On 1-year performance, RSSY leads with 39.57% vs 30.05% for TEXN. On fees, TEXN is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RSSY has performed better with a 39.57% return vs 30.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
TEXN is cheaper with a 0.20% expense ratio, compared with 1.04% for RSSY.
RSSY has the higher dividend yield at 1.57%, compared with 1.40% for TEXN.
They also come from different issuers: iShares and Return Stacked. Their fees differ too: 0.20% for TEXN and 1.04% for RSSY.
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