GOLY vs RSBT
Strategy Shares Gold Enhanced Yield ETF vs Return Stacked Bonds & Managed Futures ETF
Which is better, GOLY or RSBT?
Each has led over a different period.
GOLY has a lower expense ratio. GOLY 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 | GOLY | RSBT |
|---|---|---|
| Expense Ratio | 0.90%Best | 1.01% |
| AUM | $71M | $165M |
| Dividend Yield | 8.89% | 2.95% |
| Holdings | 7 | 34 |
| YTD Return | -30.69% | +8.40%Best |
| 1Y Return | -29.72% | +8.40%Best |
| 3Y Return (annualized) | +14.20%Best | +4.37% |
| 5Y Return (annualized) | +3.65% | - |
| Volatility (annualized) | 25.1% | 11.2%Best |
| Max Drawdown | -40.4% | -23.6%Best |
| $10,000 over 3.7 years | $13,995Best | $10,019 |
| Fund Family | STRATEGY SHARES | Return Stacked ETF |
| Category | Fixed Income | Fixed Income |
| Inception | May 17, 2021 | Feb 7, 2023 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 8, 2023 to Oct 14, 2026 (3.7 years).
GOLY 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 3.7 years both funds cover.
GOLY vs RSBT Performance
Strategy Shares Gold Enhanced Yield ETF (GOLY) is an ETF from STRATEGY SHARES and Return Stacked Bonds & Managed Futures ETF (RSBT) is an ETF from Return Stacked ETF. Over the past year GOLY returned -29.72% while RSBT returned +8.40%. Year to date, GOLY is down 30.69% versus a gain of 8.40% for RSBT.
Over three years, GOLY compounded at +14.20% per year against +4.37% for RSBT. Across the full 4-year window we track, GOLY has the edge at +9.51% annualized vs +0.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GOLY has been the more volatile fund, with annualized monthly volatility of 25.1% compared with 11.2% for RSBT. 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 -40.4% for GOLY and -23.6% 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 0.25. They move largely independently of each other.
Fees and Cost Over Time
GOLY charges 0.90% per year while RSBT charges 1.01%. On a $10,000 position that is $90 vs $101 annually, a gap of $11 per year that compounds over a long holding period. On income, GOLY currently yields 8.89% against 2.95% for RSBT.
Holdings Overlap
We hold position weights for 7 holdings in GOLY and 2 in RSBT, totalling 100.0% and 90.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 7 positions we hold weights for in GOLY and 2 in RSBT, against full books of 7 and 34.
What only one of them owns
Measured across the 7 and 2 positions we hold weights for.
RSBT holds 2 positions GOLY does not, 90.7% of the fund.
Largest: SPAB 74.57%, FGXXX 16.10%
You are not choosing between two funds in isolation.
Whichever of GOLY 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, GOLY or RSBT?
GOLY has an expense ratio of 0.90% while RSBT charges 1.01%. GOLY is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, GOLY or RSBT?
Over the past year GOLY returned -29.72% vs +8.40% for RSBT, so RSBT leads on 1-year performance. Over the longest common window we track (4 years), GOLY annualized +9.51% vs +0.05% for RSBT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GOLY or RSBT?
GOLY has been the more volatile fund at 25.1% annualized versus 11.2% for RSBT. Worst drawdown: GOLY -40.4% vs RSBT -23.6%.
Should I hold both GOLY and RSBT?
GOLY and RSBT have a monthly-return correlation of 0.25, 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, GOLY or RSBT?
GOLY yields 8.89% while RSBT yields 2.95%, so GOLY currently pays the higher dividend yield.
Is RSBT better than GOLY?
GOLY has a lower expense ratio. GOLY 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.