RSBT vs EPHE
Comparison between RETURN STACKED(R) BONDS & MANAGED FUTURES ETF (RSBT, ETF) and ISHARES MSCI PHILIPPINES ETF (EPHE, ETF).
RSBT vs EPHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSBT
$129M
EPHE
$128M
Expense Ratio
RSBT
1.01%
Winner
EPHE
0.59%
Max Drawdown
Winner
RSBT
25.36%
EPHE
55.83%
Sharpe Ratio
Winner
RSBT
1.19
EPHE
-0.04
5Y Beta
Winner
RSBT
0.31
EPHE
0.52
5Y Dividends CAGR
RSBT
N/A
EPHE
17.48%
RSBT vs EPHE - Historical Returns
Returns include dividend reinvestment.
1M
RSBT
+0.62%
Winner
EPHE
+3.84%
3M
RSBT
+0.31%
Winner
EPHE
+4.19%
6M
Winner
RSBT
+2.83%
EPHE
-0.45%
1Y
Winner
RSBT
+20.65%
EPHE
+0.07%
5Y(CAGR)
RSBT
N/A
EPHE
-0.06%
10Y(CAGR)
RSBT
N/A
EPHE
-3.07%
Max(CAGR)
RSBT
+0.40%
Winner
EPHE
+1.39%
RSBT vs EPHE - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | RSBT | EPHE |
|---|---|---|
| 2026 | +6.35% | +3.36% |
| 2025 | +9.01% | +0.46% |
| 2024 | -0.95% | -1.65% |
| 2023 | -11.95% | -0.07% |
| 2022 | N/A | -14.92% |
| 2021 | N/A | -2.43% |
| 2020 | N/A | -3.77% |
| 2019 | N/A | +6.10% |
| 2018 | N/A | -18.15% |
| 2017 | N/A | +20.24% |
| 2016 | N/A | -2.25% |
| 2015 | N/A | -10.64% |
| 2014 | N/A | +24.29% |
| 2013 | N/A | -9.10% |
| 2012 | N/A | +45.22% |
| 2011 | N/A | -5.22% |
| 2010 | N/A | +0.02% |
RSBT vs EPHE Drawdown Comparison
The maximum drawdown for RSBT was -23.63%, occurring on May 14, 2025. Recovery took 761 trading sessions.
The maximum drawdown for EPHE was -53.82%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current RSBT drawdown is -2.92%. The current EPHE drawdown is -30.59%.
| Rank | RSBT | EPHE |
|---|---|---|
| #1 | -23.63% Feb 13, 2023 - Feb 26, 2026 | -53.82% Apr 10, 2015 - Mar 18, 2020 |
| #2 | -6.03% Feb 27, 2026 - Jun 2, 2026 | -31.78% May 15, 2013 - Apr 2, 2015 |
| #3 | -5.35% Jun 2, 2026 - Jun 10, 2026 | -22.95% Nov 4, 2010 - Feb 3, 2012 |
| #4 | -1.27% Feb 8, 2023 - Feb 13, 2023 | -10.93% May 3, 2012 - Jul 2, 2012 |
| #5 | N/A | -7.07% Jul 3, 2012 - Sep 14, 2012 |
| #6 | N/A | -6.88% Mar 11, 2013 - Mar 27, 2013 |
| #7 | N/A | -4.29% Mar 19, 2012 - Apr 17, 2012 |
| #8 | N/A | -4.04% Feb 22, 2012 - Mar 2, 2012 |
| #9 | N/A | -3.99% Dec 11, 2012 - Jan 2, 2013 |
| #10 | N/A | -3.60% Mar 28, 2013 - Apr 22, 2013 |
| #11 | N/A | -3.40% Oct 7, 2010 - Oct 25, 2010 |
| #12 | N/A | -2.74% Mar 5, 2012 - Mar 8, 2012 |
| #13 | N/A | -2.71% Feb 8, 2012 - Feb 22, 2012 |
| #14 | N/A | -2.61% Oct 17, 2012 - Nov 6, 2012 |
| #15 | N/A | -2.50% Sep 14, 2012 - Oct 2, 2012 |
Correlation
Correlation between RSBT and EPHE is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
0.01
-101
Dividend Comparison (2010 - 2026)
RSBT vs EPHE dividend yield comparison.
| Year | RSBT | EPHE |
|---|---|---|
| 2026 | 0.00% | 1.87% |
| 2025 | 3.20% | 2.11% |
| 2024 | 0.00% | 2.32% |
| 2023 | 2.38% | 2.01% |
| 2022 | 0.00% | 1.73% |
| 2021 | 0.00% | 1.05% |
| 2020 | 0.00% | 0.72% |
| 2019 | 0.00% | 0.78% |
| 2018 | 0.00% | 0.45% |
| 2017 | 0.00% | 0.36% |
| 2016 | 0.00% | 0.71% |
| 2015 | 0.00% | 1.03% |
| 2014 | 0.00% | 0.97% |
| 2013 | 0.00% | 1.05% |
| 2012 | 0.00% | 0.77% |
| 2011 | 0.00% | 1.06% |
| 2010 | 0.00% | 0.06% |
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