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RSBT vs SPYA

Comparison between RETURN STACKED(R) BONDS & MANAGED FUTURES ETF (RSBT, ETF) and Twin Oak Endure ETF (SPYA, ETF).

RSBT vs SPYA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
RSBT
$127M
SPYA
$127M
Expense Ratio
RSBT
1.01%
Winner
SPYA
0.49%
Max Drawdown
RSBT
25.36%
Winner
SPYA
9.59%
Sharpe Ratio
Winner
RSBT
1.18
SPYA
1.13
5Y Beta
Winner
RSBT
0.33
SPYA
0.89

RSBT vs SPYA - Holdings Comparison

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

RSBT's top 25 holdings weight is 68.08%. SPYA's top 25 holdings weight is 116.87%.

RankRSBTSPYA
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 68.08%
VANGUARD S&P 500 ETF (VOO) - 50.91%
#2N/A
SPDR S&P 500 ETF TRUST SWAP CS (n/a) - 17.78%
#3N/A
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 10.37%
#4N/A
MAPLEBEAR INC (CART) - 7.23%
#5N/A
MICROSOFT CORP (MSFT) - 6.37%
#6N/A
NATERA INC (NTRA) - 4.63%
#7N/A
BLOCK INC CLASS A (XYZ) - 4.36%
#8N/A
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 4.30%
#9N/A
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.53%
#10N/A
CART 01/16/2026 43.37 P (n/a) - 1.98%
#11N/A
SNOW 01/16/2026 200.23 P (n/a) - 1.17%
#12N/A
SPDR S&P 500 ETF SWAP NOMURA (n/a) - 0.84%
#13N/A
SPY 10/15/2025 656.83 C (n/a) - 0.69%
#14N/A
NTRA 01/16/2026 155.52 P (n/a) - 0.68%
#15N/A
U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 0.56%
#16N/A
XYZ 01/16/2026 61.72 P (n/a) - 0.52%
#17N/A
UBER TECHNOLOGIES INC (UBER) - 0.48%
#18N/A
PDD HOLDINGS INC ADR (PDD) - 0.37%
#19N/A
DASH 01/16/2026 207.46 P (n/a) - 0.36%
#20N/A
MSFT 01/16/2026 446.72 P (n/a) - 0.24%
#21N/A
NU 01/16/2026 11.54 P (n/a) - 0.22%
#22N/A
EVENTBRITE INC CLASS A (EB) - 0.17%
#23N/A
UBER 01/16/2026 81.29 P (n/a) - 0.04%
#24N/A
EB 01/16/2026 2.41 P (n/a) - 0.04%
#25N/A
PDD 01/16/2026 95.54 P (n/a) - 0.03%
Total Holdings143

RSBT vs SPYA - Historical Returns

Returns include dividend reinvestment.

1M
RSBT
-1.61%
Winner
SPYA
+2.01%
3M
RSBT
-0.73%
Winner
SPYA
+7.66%
6M
Winner
RSBT
+7.55%
SPYA
+5.38%
1Y
Winner
RSBT
+22.25%
SPYA
+17.32%
Max(CAGR)
RSBT
-0.11%
Winner
SPYA
+18.06%

RSBT vs SPYA - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearRSBTSPYA
2026+4.53%+6.03%
2025+9.01%+11.69%
2024-0.95%N/A
2023-11.95%N/A

RSBT vs SPYA Drawdown Comparison

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

The maximum drawdown for SPYA was -9.51%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.

The current RSBT drawdown is -4.59%. The current SPYA drawdown is -2.74%.

RankRSBTSPYA
#1-23.63%
Feb 13, 2023 - Feb 26, 2026
-9.51%
Jan 12, 2026 - Apr 17, 2026
#2-6.03%
Feb 27, 2026 - Jun 2, 2026
-5.26%
Oct 28, 2025 - Jan 6, 2026
#3-4.59%
Jun 2, 2026 - Jun 5, 2026
-2.74%
Jun 2, 2026 - Jun 5, 2026
#4-1.27%
Feb 8, 2023 - Feb 13, 2023
-2.71%
Oct 8, 2025 - Oct 24, 2025
#5N/A-1.96%
May 14, 2026 - May 26, 2026
#6N/A-1.93%
Jul 28, 2025 - Aug 12, 2025
#7N/A-1.47%
Aug 12, 2025 - Aug 27, 2025
#8N/A-1.47%
Sep 22, 2025 - Oct 6, 2025
#9N/A-1.33%
Aug 28, 2025 - Sep 9, 2025
#10N/A-0.82%
May 1, 2026 - May 5, 2026
#11N/A-0.77%
Jun 6, 2025 - Jun 24, 2025
#12N/A-0.68%
Apr 27, 2026 - Apr 30, 2026
#13N/A-0.66%
Apr 17, 2026 - Apr 22, 2026
#14N/A-0.57%
Jan 6, 2026 - Jan 12, 2026
#15N/A-0.49%
Jul 10, 2025 - Jul 17, 2025

Correlation

Correlation between RSBT and SPYA is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2023 - 2025)

RSBT vs SPYA dividend yield comparison.

YearRSBTSPYA
20253.20%0.37%
20232.38%0.00%

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