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.
Correlation
The correlation between UPAR and RSSB is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UPAR vs. RSSB - Performance Comparison
Key characteristics
UPAR:
0.75
RSSB:
1.34
UPAR:
1.11
RSSB:
1.85
UPAR:
1.14
RSSB:
1.24
UPAR:
0.36
RSSB:
2.25
UPAR:
2.01
RSSB:
6.15
UPAR:
5.47%
RSSB:
3.06%
UPAR:
14.59%
RSSB:
14.04%
UPAR:
-38.99%
RSSB:
-8.37%
UPAR:
-23.48%
RSSB:
-0.69%
Returns By Period
In the year-to-date period, UPAR achieves a 6.34% return, which is significantly higher than RSSB's 5.72% return.
UPAR
6.34%
5.81%
-1.98%
8.92%
N/A
N/A
RSSB
5.72%
4.96%
4.44%
15.93%
N/A
N/A
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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.
Dividends
UPAR vs. RSSB - Dividend Comparison
UPAR's dividend yield for the trailing twelve months is around 3.12%, more than RSSB's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
UPAR UPAR Ultra Risk Parity ETF | 3.12% | 3.32% | 3.05% | 4.74% |
RSSB Return Stacked Global Stocks & Bonds ETF | 1.19% | 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 -8.37%. Use the drawdown chart below to compare losses from any high point for UPAR and RSSB. For additional features, visit the drawdowns tool.
Volatility
UPAR vs. RSSB - Volatility Comparison
UPAR Ultra Risk Parity ETF (UPAR) and Return Stacked Global Stocks & Bonds ETF (RSSB) have volatilities of 4.10% and 3.91%, 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.