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RSBT vs LEGR

Comparison between RETURN STACKED(R) BONDS & MANAGED FUTURES ETF (RSBT, ETF) and FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF).

RSBT vs LEGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSBT
$129M
Winner
LEGR
$129M
Expense Ratio
RSBT
1.01%
Winner
LEGR
0.65%
Max Drawdown
Winner
RSBT
25.36%
LEGR
36.12%
Sharpe Ratio
Winner
RSBT
1.19
LEGR
1.16
5Y Beta
Winner
RSBT
0.31
LEGR
0.79
P/E Ratio
RSBT
N/A
LEGR
21.56
Forward P/E
RSBT
N/A
LEGR
15.79
PEG Ratio
RSBT
N/A
LEGR
0.32
5Y Dividends CAGR
RSBT
N/A
LEGR
22.58%
5Y EPS CAGR
RSBT
N/A
LEGR
16.82%
P/S Ratio
RSBT
N/A
LEGR
0.25
P/B Ratio
RSBT
N/A
LEGR
3.23

RSBT vs LEGR - Holdings Comparison

RSBT and LEGR have 0 common holdings. Overlap is 0.00%

RSBT's top 25 holdings weight is 68.08%. LEGR's top 25 holdings weight is 39.97%.

RankRSBTLEGR
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 68.08%
ADVANCED MICRO DEVICES INC (AMD) - 3.34%
#2N/A
INTEL CORP (INTC) - 2.84%
#3N/A
MICRON TECHNOLOGY INC (MU) - 2.79%
#4N/A
INFINEON TECHNOLOGIES AG (n/a) - 2.08%
#5N/A
MORGAN STANLEY (MS) - 1.85%
#6N/A
SAMSUNG ELECTRONICS CO LTD (n/a) - 1.85%
#7N/A
MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.73%
#8N/A
n/a (TSM) - 1.56%
#9N/A
PAYPAL HOLDINGS INC (PYPL) - 1.56%
#10N/A
AMAZON.COM INC (AMZN) - 1.52%
#11N/A
NVIDIA CORP (NVDA) - 1.45%
#12N/A
ICICI BANK LTD ADR (IBN) - 1.37%
#13N/A
n/a (n/a) - 1.36%
#14N/A
MASTERCARD INC CLASS A (MA) - 1.35%
#15N/A
n/a (n/a) - 1.34%
#16N/A
NORDEA BANK ABP (n/a) - 1.33%
#17N/A
JD.COM INC ADR (JD) - 1.31%
#18N/A
SOFTBANK CORP (n/a) - 1.26%
#19N/A
CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.24%
#20N/A
MICROSOFT CORP (MSFT) - 1.23%
#21N/A
ENGIE SA (n/a) - 1.23%
#22N/A
BAIDU INC ADR (BIDU) - 1.13%
#23N/A
ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.10%
#24N/A
SWISSCOM AG (n/a) - 1.08%
#25N/A
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.07%
Total Holdings1115

RSBT vs LEGR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSBT
+0.62%
LEGR
-1.72%
3M
RSBT
+0.31%
Winner
LEGR
+4.25%
6M
RSBT
+2.83%
Winner
LEGR
+5.78%
1Y
RSBT
+20.65%
Winner
LEGR
+21.24%
5Y(CAGR)
RSBT
N/A
LEGR
+11.55%
10Y(CAGR)
RSBT
N/A
LEGR
+11.65%
Max(CAGR)
RSBT
+0.40%
Winner
LEGR
+11.65%

RSBT vs LEGR - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearRSBTLEGR
2026+6.35%+8.00%
2025+9.01%+31.26%
2024-0.95%+17.51%
2023-11.95%+20.55%
2022N/A-20.19%
2021N/A+18.02%
2020N/A+16.98%
2019N/A+27.74%
2018N/A-14.10%

RSBT vs LEGR Drawdown Comparison

The maximum drawdown for RSBT was -23.63%, occurring on May 14, 2025. Recovery took 761 trading sessions.

The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.

The current RSBT drawdown is -2.92%. The current LEGR drawdown is -4.05%.

RankRSBTLEGR
#1-23.63%
Feb 13, 2023 - Feb 26, 2026
-36.12%
Feb 12, 2020 - Nov 9, 2020
#2-6.03%
Feb 27, 2026 - Jun 2, 2026
-31.46%
Jan 12, 2022 - Mar 7, 2024
#3-5.35%
Jun 2, 2026 - Jun 10, 2026
-19.98%
Sep 25, 2018 - Apr 17, 2019
#4-1.27%
Feb 8, 2023 - Feb 13, 2023
-14.25%
Feb 18, 2025 - May 8, 2025
#5N/A-11.20%
Jan 29, 2018 - Aug 29, 2018
#6N/A-10.39%
Jan 29, 2026 - Apr 17, 2026
#7N/A-8.58%
Jul 24, 2019 - Nov 5, 2019
#8N/A-7.78%
Apr 29, 2019 - Jul 3, 2019
#9N/A-7.24%
Jul 12, 2024 - Aug 23, 2024
#10N/A-6.42%
Nov 8, 2021 - Jan 11, 2022
#11N/A-6.39%
Oct 28, 2025 - Dec 19, 2025
#12N/A-5.51%
Jun 2, 2026 - Jun 10, 2026
#13N/A-5.09%
Sep 3, 2021 - Oct 15, 2021
#14N/A-4.86%
Apr 3, 2024 - May 6, 2024
#15N/A-4.78%
Jan 21, 2021 - Feb 5, 2021

Correlation

Correlation between RSBT and LEGR is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2018 - 2026)

RSBT vs LEGR dividend yield comparison.

YearRSBTLEGR
20260.00%1.19%
20253.20%1.84%
20240.00%2.40%
20232.38%2.56%
20220.00%2.64%
20210.00%1.80%
20200.00%0.95%
20190.00%2.04%
20180.00%1.30%

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