Correlation
The correlation between UPAR and RSSB is 0.49, 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.
UPAR vs. RSSB
Compare and contrast key facts about UPAR Ultra Risk Parity ETF (UPAR) and Return Stacked Global Stocks & Bonds ETF (RSSB).
UPAR and RSSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UPAR is a passively managed fund by RPAR that tracks the performance of the NONE. It was launched on Jan 3, 2022. RSSB is an actively managed fund by Return Stacked. It was launched on Dec 4, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPAR or RSSB.
Performance
UPAR vs. RSSB - Performance Comparison
Loading data...
Key characteristics
UPAR:
0.32
RSSB:
0.79
UPAR:
0.34
RSSB:
1.04
UPAR:
1.04
RSSB:
1.14
UPAR:
0.09
RSSB:
0.76
UPAR:
0.39
RSSB:
3.06
UPAR:
6.96%
RSSB:
4.00%
UPAR:
16.79%
RSSB:
18.78%
UPAR:
-38.99%
RSSB:
-16.09%
UPAR:
-23.74%
RSSB:
-0.28%
Returns By Period
In the year-to-date period, UPAR achieves a 5.98% return, which is significantly lower than RSSB's 6.41% return.
UPAR
5.98%
0.07%
-0.91%
5.30%
-2.67%
N/A
N/A
RSSB
6.41%
4.70%
2.04%
14.66%
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UPAR vs. RSSB - Expense Ratio Comparison
UPAR has a 0.65% expense ratio, which is higher than RSSB's 0.41% expense ratio.
Risk-Adjusted Performance
UPAR vs. RSSB — Risk-Adjusted Performance Rank
UPAR
RSSB
UPAR vs. RSSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UPAR Ultra Risk Parity ETF (UPAR) and Return Stacked Global Stocks & Bonds ETF (RSSB). 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.
Loading data...
Dividends
UPAR vs. RSSB - Dividend Comparison
UPAR's dividend yield for the trailing twelve months is around 3.46%, more than RSSB's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
UPAR UPAR Ultra Risk Parity ETF | 3.46% | 3.32% | 3.05% | 4.74% |
RSSB Return Stacked Global Stocks & Bonds ETF | 1.18% | 1.26% | 0.61% | 0.00% |
Drawdowns
UPAR vs. RSSB - Drawdown Comparison
The maximum UPAR drawdown since its inception was -38.99%, which is greater than RSSB's maximum drawdown of -16.09%. Use the drawdown chart below to compare losses from any high point for UPAR and RSSB.
Loading data...
Volatility
UPAR vs. RSSB - Volatility Comparison
The current volatility for UPAR Ultra Risk Parity ETF (UPAR) is 3.50%, while Return Stacked Global Stocks & Bonds ETF (RSSB) has a volatility of 4.60%. This indicates that UPAR experiences smaller price fluctuations and is considered to be less risky than RSSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...