BFEB vs RSST

BFEB vs RSST

Which is better, BFEB or RSST?

RSST has been ahead.

BFEB has a lower expense ratio. RSST led over 1Y, 3Y and the full window.

Lower Fees: BFEBHigher Returns: RSST

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBFEBRSST
Expense Ratio0.79%Best0.99%
AUM$208M$602M
Dividend Yield0.00%0.23%
Holdings1836
YTD Return+11.67%+25.38%Best
1Y Return+15.60%+32.18%Best
3Y Return (annualized)+17.04%+22.28%Best
5Y Return (annualized)+11.68%-
Volatility (annualized)8.2%Best17.1%
Max Drawdown-13.8%Best-30.8%
$10,000 over 3.1 years$15,796$17,822Best
Fund FamilyInnovator ETFs TrustReturn Stacked ETF
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionFeb 3, 2020Sep 6, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 6, 2023 to Oct 14, 2026 (3.1 years).

BFEB vs RSST growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.

Compare BFEB against instead:BFEB vs SPYBFEB vs QQQBFEB vs VOOBFEB vs VTIRSST against:RSST vs VXUS

BFEB vs RSST Performance

Innovator US Equity Buffer ETF - February (BFEB) is an ETF from Innovator ETFs Trust and Return Stacked US Stocks & Managed Futures ETF (RSST) is an ETF from Return Stacked ETF. Over the past year BFEB returned +15.60% while RSST returned +32.18%. Year to date, BFEB is up 11.67% versus a gain of 25.38% for RSST.

Over three years, BFEB compounded at +17.04% per year against +22.28% for RSST.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSST has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 8.2% for BFEB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -13.8% for BFEB and -30.8% for RSST. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BFEB charges 0.79% per year while RSST charges 0.99%. On a $10,000 position that is $79 vs $99 annually, a gap of $20 per year that compounds over a long holding period. On income, BFEB currently yields 0.00% against 0.23% for RSST.

You are not choosing between two funds in isolation.

Whichever of BFEB and RSST you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BFEBRSST

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Frequently Asked Questions

Which is cheaper, BFEB or RSST?

BFEB has an expense ratio of 0.79% while RSST charges 0.99%. BFEB is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, BFEB or RSST?

Over the past year BFEB returned +15.60% vs +32.18% for RSST, so RSST leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BFEB or RSST?

RSST has been the more volatile fund at 17.1% annualized versus 8.2% for BFEB. Worst drawdown: BFEB -13.8% vs RSST -30.8%.

Should I hold both BFEB and RSST?

BFEB and RSST have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BFEB or RSST?

BFEB yields 0.00% while RSST yields 0.23%, so RSST currently pays the higher dividend yield.

Is RSST better than BFEB?

BFEB has a lower expense ratio. RSST led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.