RSST vs XTJA

RSST vs XTJA

Which is better, RSST or XTJA?

RSST has been ahead.

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

Lower Fees: XTJAHigher 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

MetricRSSTXTJA
Expense Ratio0.99%0.79%Best
AUM$602M$20M
Dividend Yield0.23%0.00%
Holdings3615
YTD Return+25.38%Best+11.94%
1Y Return+32.18%Best+15.10%
3Y Return (annualized)+22.28%Best+14.83%
Volatility (annualized)17.1%8.0%Best
Max Drawdown-30.8%-17.9%Best
$10,000 over 3.1 years$17,822Best$15,187
Fund FamilyReturn Stacked ETFInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionSep 6, 2023Dec 31, 2021

Not shown on this pair: 5Y Return (annualized), 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 XTJA 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 RSST against instead:RSST vs SPYRSST vs QQQRSST vs VOORSST vs VTIXTJA against:XTJA vs VXUS

RSST vs XTJA Performance

Return Stacked US Stocks & Managed Futures ETF (RSST) is an ETF from Return Stacked ETF and Innovator US Equity Accelerated Plus ETF - January (XTJA) is an ETF from Innovator ETFs Trust. Over the past year RSST returned +32.18% while XTJA returned +15.10%. Year to date, RSST is up 25.38% versus a gain of 11.94% for XTJA.

Over three years, RSST compounded at +22.28% per year against +14.83% for XTJA.

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 8.0% for XTJA. 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 -17.9% for XTJA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSST charges 0.99% per year while XTJA 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 XTJA.

You are not choosing between two funds in isolation.

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

RSSTXTJA

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Frequently Asked Questions

Which is cheaper, RSST or XTJA?

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

Which performed better, RSST or XTJA?

Over the past year RSST returned +32.18% vs +15.10% for XTJA, 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 XTJA?

RSST has been the more volatile fund at 17.1% annualized versus 8.0% for XTJA. Worst drawdown: RSST -30.8% vs XTJA -17.9%.

Should I hold both RSST and XTJA?

RSST and XTJA have a monthly-return correlation of 0.75, 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 XTJA?

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

Is XTJA better than RSST?

XTJA 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.