RSST vs UFEB
Return Stacked US Stocks & Managed Futures ETF vs Innovator US Equity Ultra Buffer ETF - February
Which is better, RSST or UFEB?
RSST has been ahead.
UFEB has a lower expense ratio. RSST led over 1Y, 3Y 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 | RSST | UFEB |
|---|---|---|
| Expense Ratio | 0.99% | 0.79%Best |
| AUM | $602M | $171M |
| Dividend Yield | 0.23% | 0.00% |
| Holdings | 36 | 18 |
| YTD Return | +25.38%Best | +8.01% |
| 1Y Return | +32.18%Best | +11.42% |
| 3Y Return (annualized) | +22.28%Best | +12.51% |
| 5Y Return (annualized) | - | +7.50% |
| Volatility (annualized) | 17.1% | 6.0%Best |
| Max Drawdown | -30.8% | -8.7%Best |
| $10,000 over 3.1 years | $17,822Best | $14,135 |
| Fund Family | Return Stacked ETF | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Sep 6, 2023 | Jan 31, 2020 |
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).
RSST vs UFEB 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.
RSST vs UFEB Performance
Return Stacked US Stocks & Managed Futures ETF (RSST) is an ETF from Return Stacked ETF and Innovator US Equity Ultra Buffer ETF - February (UFEB) is an ETF from Innovator ETFs Trust. Over the past year RSST returned +32.18% while UFEB returned +11.42%. Year to date, RSST is up 25.38% versus a gain of 8.01% for UFEB.
Over three years, RSST compounded at +22.28% per year against +12.51% for UFEB.
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 6.0% for UFEB. 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 -30.8% for RSST and -8.7% for UFEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
RSST charges 0.99% per year while UFEB charges 0.79%. On a $10,000 position that is $99 vs $79 annually, a gap of $20 per year that compounds over a long holding period. On income, RSST currently yields 0.23% against 0.00% for UFEB.
You are not choosing between two funds in isolation.
Whichever of RSST and UFEB 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, RSST or UFEB?
RSST has an expense ratio of 0.99% while UFEB charges 0.79%. UFEB is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, RSST or UFEB?
Over the past year RSST returned +32.18% vs +11.42% for UFEB, so RSST leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RSST or UFEB?
RSST has been the more volatile fund at 17.1% annualized versus 6.0% for UFEB. Worst drawdown: RSST -30.8% vs UFEB -8.7%.
Should I hold both RSST and UFEB?
RSST and UFEB have a monthly-return correlation of 0.68, 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, RSST or UFEB?
RSST yields 0.23% while UFEB yields 0.00%, so RSST currently pays the higher dividend yield.
Is UFEB better than RSST?
UFEB 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.