RSBA vs IRTR
Comparison between RETURN STACKED(R) BONDS & MERGER ARBITRAGE ETF (RSBA, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
RSBA vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSBA
$53M
IRTR
$53M
Expense Ratio
RSBA
1.01%
Winner
IRTR
0.08%
Max Drawdown
Winner
RSBA
5.45%
IRTR
7.47%
Sharpe Ratio
RSBA
-0.00
Winner
IRTR
1.33
5Y Beta
Winner
RSBA
0.04
IRTR
0.36
P/E Ratio
RSBA
96.50
IRTR
N/A
Forward P/E
RSBA
13.96
IRTR
N/A
Debt to Equity
RSBA
-1.89%
IRTR
N/A
P/S Ratio
RSBA
2.08
IRTR
N/A
P/B Ratio
RSBA
2.16
IRTR
N/A
RSBA vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
RSBA
-0.38%
Winner
IRTR
+0.42%
3M
RSBA
-1.07%
Winner
IRTR
+2.45%
6M
RSBA
-0.42%
Winner
IRTR
+4.23%
1Y
RSBA
+3.85%
Winner
IRTR
+12.55%
Max(CAGR)
RSBA
+4.80%
Winner
IRTR
+13.47%
RSBA vs IRTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | RSBA | IRTR |
|---|---|---|
| 2026 | -0.45% | +3.69% |
| 2025 | +7.70% | +12.80% |
| 2024 | -0.03% | +8.21% |
| 2023 | N/A | +10.63% |
RSBA vs IRTR Drawdown Comparison
The maximum drawdown for RSBA was -2.83%, occurring on Apr 11, 2025. Recovery took 55 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current RSBA drawdown is -1.87%. The current IRTR drawdown is -1.57%.
| Rank | RSBA | IRTR |
|---|---|---|
| #1 | -2.83% Apr 3, 2025 - Jun 24, 2025 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -2.74% Feb 13, 2026 - Mar 27, 2026 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -1.36% Dec 20, 2024 - Jan 27, 2025 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -1.25% Jun 30, 2025 - Aug 1, 2025 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -1.20% Nov 26, 2025 - Feb 9, 2026 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -1.14% Feb 5, 2025 - Feb 21, 2025 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -1.05% Oct 22, 2025 - Nov 24, 2025 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -1.00% Sep 11, 2025 - Oct 13, 2025 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #9 | -0.93% Aug 4, 2025 - Sep 4, 2025 | -1.57% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -0.78% Mar 3, 2025 - Mar 28, 2025 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -0.28% Oct 16, 2025 - Oct 22, 2025 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -0.26% Sep 8, 2025 - Sep 11, 2025 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -0.24% Feb 9, 2026 - Feb 12, 2026 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -0.22% Apr 1, 2025 - Apr 3, 2025 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -0.21% Jan 30, 2025 - Feb 4, 2025 | -1.01% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between RSBA and IRTR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
RSBA vs IRTR dividend yield comparison.
| Year | RSBA | IRTR |
|---|---|---|
| 2026 | 0.00% | 1.04% |
| 2025 | 3.37% | 3.03% |
| 2024 | 0.01% | 3.03% |
| 2023 | 0.00% | 0.85% |
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