IBAT vs RSSX
Comparison between ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT, ETF) and RETURN STACKED(R) U.S. STOCKS & GOLD/BITCOIN ETF (RSSX, ETF).
IBAT vs RSSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBAT vs RSSX - Holdings Comparison
IBAT and RSSX have 0 common holdings. Overlap is 0.00%
IBAT's top 25 holdings weight is 89.34%. RSSX's top 25 holdings weight is 74.25%.
| Rank | IBAT | RSSX |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 11.59% | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 61.35% |
| #2 | MURATA MANUFACTURING CO LTD (n/a) - 8.66% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.92% |
| #3 | SAMSUNG SDI CO LTD (n/a) - 7.47% | ISHARES BITCOIN TRUST ETF (IBIT) - 5.98% |
| #4 | FURUKAWA ELECTRIC CO LTD (n/a) - 6.21% | N/A |
| #5 | BASF SE (n/a) - 4.85% | N/A |
| #6 | AIR LIQUIDE SA (n/a) - 4.80% | N/A |
| #7 | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.50% | N/A |
| #8 | n/a (n/a) - 4.09% | N/A |
| #9 | ASAHI KASEI CORP (n/a) - 3.55% | N/A |
| #10 | LG ENERGY SOLUTION LTD (n/a) - 3.43% | N/A |
| #11 | DELTA ELECTRONICS INC (n/a) - 2.98% | N/A |
| #12 | LG CHEM LTD (n/a) - 2.98% | N/A |
| #13 | ABB LTD (n/a) - 2.86% | N/A |
| #14 | EATON CORP PLC (ETN) - 2.60% | N/A |
| #15 | SCHNEIDER ELECTRIC SE (n/a) - 2.46% | N/A |
| #16 | LINDE PLC (LIN) - 2.44% | N/A |
| #17 | MITSUBISHI CHEMICAL GROUP CORP (n/a) - 2.31% | N/A |
| #18 | ENERSYS (ENS) - 2.23% | N/A |
| #19 | ENPHASE ENERGY INC (ENPH) - 2.19% | N/A |
| #20 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 1.69% | N/A |
| #21 | PLUG POWER INC (PLUG) - 1.30% | N/A |
| #22 | GANFENG LITHIUM GROUP CO LTD (n/a) - 1.10% | N/A |
| #23 | n/a (QS) - 1.08% | N/A |
| #24 | GS YUASA CORP (n/a) - 1.01% | N/A |
| #25 | SOLAREDGE TECHNOLOGIES INC (SEDG) - 0.96% | N/A |
| Total Holdings | 76 | 3 |
IBAT vs RSSX - Historical Returns
Returns include dividend reinvestment.
IBAT vs RSSX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBAT | RSSX |
|---|---|---|
| 2026 | +48.38% | -6.59% |
| 2025 | +32.30% | +29.89% |
| 2024 | -13.18% | N/A |
IBAT vs RSSX Drawdown Comparison
The maximum drawdown for IBAT was -28.26%, occurring on Apr 8, 2025. Recovery took 225 trading sessions.
The maximum drawdown for RSSX was -27.37%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current IBAT drawdown is -8.92%. The current RSSX drawdown is -21.09%.
| Rank | IBAT | RSSX |
|---|---|---|
| #1 | -28.26% Sep 27, 2024 - Aug 22, 2025 | -27.37% Jan 28, 2026 - Mar 30, 2026 |
| #2 | -13.65% Mar 22, 2024 - Sep 26, 2024 | -14.20% Oct 20, 2025 - Jan 12, 2026 |
| #3 | -12.25% Oct 29, 2025 - Jan 22, 2026 | -5.08% Oct 8, 2025 - Oct 20, 2025 |
| #4 | -11.90% Feb 25, 2026 - Apr 9, 2026 | -4.57% Jul 22, 2025 - Aug 13, 2025 |
| #5 | -8.92% May 29, 2026 - Jun 5, 2026 | -4.12% Aug 13, 2025 - Sep 2, 2025 |
| #6 | -7.28% May 14, 2026 - May 26, 2026 | -2.79% Jun 16, 2025 - Jun 26, 2025 |
| #7 | -5.69% Oct 6, 2025 - Oct 13, 2025 | -2.60% Jan 14, 2026 - Jan 22, 2026 |
| #8 | -3.68% Sep 22, 2025 - Oct 1, 2025 | -2.23% Sep 22, 2025 - Sep 29, 2025 |
| #9 | -3.06% Jan 28, 2026 - Feb 9, 2026 | -1.96% Jun 4, 2025 - Jun 9, 2025 |
| #10 | -2.94% Oct 20, 2025 - Oct 24, 2025 | -1.82% Jul 3, 2025 - Jul 10, 2025 |
| #11 | -2.47% May 11, 2026 - May 13, 2026 | -1.36% Jul 14, 2025 - Jul 17, 2025 |
| #12 | -2.28% May 6, 2026 - May 11, 2026 | -1.20% Jun 26, 2025 - Jun 30, 2025 |
| #13 | -2.25% Aug 28, 2025 - Sep 5, 2025 | -1.06% Sep 16, 2025 - Sep 19, 2025 |
| #14 | -1.95% May 26, 2026 - May 28, 2026 | -0.96% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -1.87% Apr 22, 2026 - Apr 29, 2026 | -0.69% Jun 12, 2025 - Jun 16, 2025 |
Correlation
Correlation between IBAT and RSSX is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2024 - 2025)
IBAT vs RSSX dividend yield comparison.
| Year | IBAT | RSSX |
|---|---|---|
| 2025 | 1.15% | 1.54% |
| 2024 | 1.37% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks