FIIG vs RSBT
First Trust Intermediate Duration Investment Grade Corporate ETF vs Return Stacked Bonds & Managed Futures ETF
Which is better, FIIG or RSBT?
Each has led over a different period.
FIIG has a lower expense ratio. FIIG led over 3Y and the full window, RSBT over 1Y.
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
| Metric | FIIG | RSBT |
|---|---|---|
| Expense Ratio | 0.49%Best | 1.01% |
| AUM | $628M | $165M |
| Dividend Yield | 5.26% | 2.95% |
| Holdings | 471 | 34 |
| YTD Return | -2.62% | +7.46%Best |
| 1Y Return | -2.69% | +7.40%Best |
| 3Y Return (annualized) | +5.60%Best | +4.06% |
| Volatility (annualized) | 6.4%Best | 10.7% |
| Max Drawdown | -5.5%Best | -19.0% |
| $10,000 over 3.2 years | $11,495Best | $11,153 |
| Fund Family | First Trust Portfolios (US) | Return Stacked ETF |
| Category | Fixed Income | Fixed Income |
| Inception | Aug 2, 2023 | Feb 7, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Aug 3, 2023 to Oct 15, 2026 (3.2 years).
FIIG vs RSBT 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 3.2 years both funds cover.
FIIG vs RSBT Performance
First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) is an ETF from First Trust Portfolios (US) and Return Stacked Bonds & Managed Futures ETF (RSBT) is an ETF from Return Stacked ETF. Over the past year FIIG returned -2.69% while RSBT returned +7.40%. Year to date, FIIG is down 2.62% versus a gain of 7.46% for RSBT.
Over three years, FIIG compounded at +5.60% per year against +4.06% for RSBT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSBT has been the more volatile fund, with annualized monthly volatility of 10.7% compared with 6.4% for FIIG. 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 -5.5% for FIIG and -19.0% for RSBT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.23. They move largely independently of each other.
Fees and Cost Over Time
FIIG charges 0.49% per year while RSBT charges 1.01%. On a $10,000 position that is $49 vs $101 annually, a gap of $52 per year that compounds over a long holding period. On income, FIIG currently yields 5.26% against 2.95% for RSBT.
You are not choosing between two funds in isolation.
Whichever of FIIG and RSBT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FIIG or RSBT?
FIIG has an expense ratio of 0.49% while RSBT charges 1.01%. FIIG is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, FIIG or RSBT?
Over the past year FIIG returned -2.69% vs +7.40% for RSBT, so RSBT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FIIG or RSBT?
RSBT has been the more volatile fund at 10.7% annualized versus 6.4% for FIIG. Worst drawdown: FIIG -5.5% vs RSBT -19.0%.
Should I hold both FIIG and RSBT?
FIIG and RSBT have a monthly-return correlation of 0.23, 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, FIIG or RSBT?
FIIG yields 5.26% while RSBT yields 2.95%, so FIIG currently pays the higher dividend yield.
Is RSBT better than FIIG?
FIIG has a lower expense ratio. FIIG led over 3Y and the full window, RSBT over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.