MGOV vs RSBT
First Trust Intermediate Government Opportunities ETF vs Return Stacked Bonds & Managed Futures ETF
Which is better, MGOV or RSBT?
Each has led over a different period.
MGOV has a lower expense ratio. MGOV led over 3Y, RSBT over 1Y and the full window.
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 | MGOV | RSBT |
|---|---|---|
| Expense Ratio | 0.50%Best | 1.01% |
| AUM | $97M | $165M |
| Dividend Yield | 5.00% | 2.95% |
| Holdings | 406 | 34 |
| YTD Return | -2.85% | +8.40%Best |
| 1Y Return | -3.14% | +8.40%Best |
| 3Y Return (annualized) | +4.89%Best | +4.37% |
| Volatility (annualized) | 6.7%Best | 10.7% |
| Max Drawdown | -6.3%Best | -19.0% |
| $10,000 over 3.2 years | $11,133 | $11,250Best |
| 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 14, 2026 (3.2 years).
MGOV 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.
MGOV vs RSBT Performance
First Trust Intermediate Government Opportunities ETF (MGOV) 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 MGOV returned -3.14% while RSBT returned +8.40%. Year to date, MGOV is down 2.85% versus a gain of 8.40% for RSBT.
Over three years, MGOV compounded at +4.89% per year against +4.37% 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 6.7% for MGOV. 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 -6.3% for MGOV 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 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MGOV charges 0.50% per year while RSBT charges 1.01%. On a $10,000 position that is $50 vs $101 annually, a gap of $51 per year that compounds over a long holding period. On income, MGOV currently yields 5.00% against 2.95% for RSBT.
Holdings Overlap
We hold position weights for 10 holdings in MGOV and 2 in RSBT, totalling 10.2% 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 10 positions we hold weights for in MGOV and 2 in RSBT, against full books of 406 and 34.
You are not choosing between two funds in isolation.
Whichever of MGOV 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, MGOV or RSBT?
MGOV has an expense ratio of 0.50% while RSBT charges 1.01%. MGOV is the cheaper option, by $51 a year on a $10,000 investment.
Which performed better, MGOV or RSBT?
Over the past year MGOV returned -3.14% vs +8.40% 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, MGOV or RSBT?
RSBT has been the more volatile fund at 10.7% annualized versus 6.7% for MGOV. Worst drawdown: MGOV -6.3% vs RSBT -19.0%.
Should I hold both MGOV and RSBT?
MGOV and RSBT have a monthly-return correlation of 0.33, 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, MGOV or RSBT?
MGOV yields 5.00% while RSBT yields 2.95%, so MGOV currently pays the higher dividend yield.
Is RSBT better than MGOV?
MGOV has a lower expense ratio. MGOV led over 3Y, RSBT over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.