RSSB vs DWX

Comparison between RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB, ETF) and STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL DIVIDEND ETF (DWX, ETF).

RSSB vs DWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSSB(ETF)	DWX(ETF)
Net Assets	$504M	$504M
Expense Ratio	0.39%	0.45%
Max Drawdown	17.09%	69.26%
Sharpe Ratio	1.00	1.26
5Y Beta	0.91	0.28
5Y Dividends CAGR	N/A	7.54%

Net Assets

Winner

RSSB

$504M

DWX

$504M

Expense Ratio

Winner

RSSB

0.39%

DWX

0.45%

Max Drawdown

Winner

RSSB

17.09%

DWX

69.26%

Sharpe Ratio

RSSB

1.00

Winner

DWX

1.26

5Y Beta

RSSB

0.91

Winner

DWX

0.28

5Y Dividends CAGR

RSSB

N/A

DWX

7.54%

RSSB vs DWX - Holdings Comparison

RSSB and DWX have 0 common holdings. Overlap is 0.00%

RSSB's top 25 holdings weight is 97.55%. DWX's top 25 holdings weight is 40.02%.

Rank	RSSB	DWX
#1	STATE STREETSPDRPORTS&P1500COMPSTKMKTETF (SPTM) - 53.11%	TOTALENERGIES SE (TTE:XPAR) - 2.58%
#2	VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 36.01%	EVONIK INDUSTRIES AG (n/a) - 2.08%
#3	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 8.43%	PEMBINA PIPELINE CORP (n/a) - 2.02%
#4	N/A	DCC PLC (n/a) - 2.00%
#5	N/A	VEOLIA ENVIRONNEMENT SA (n/a) - 1.79%
#6	N/A	ORANGE SA (n/a) - 1.74%
#7	N/A	AMBEV SA (n/a) - 1.70%
#8	N/A	SNAM SPA (n/a) - 1.66%
#9	N/A	ZURICH INSURANCE GROUP AG (n/a) - 1.63%
#10	N/A	NEDBANK GROUP LTD (n/a) - 1.61%
#11	N/A	SUN LIFE FINANCIAL INC (SLF) - 1.59%
#12	N/A	KONINKLIJKE KPN NV (n/a) - 1.54%
#13	N/A	MICHELIN (n/a) - 1.53%
#14	N/A	TERNA SPA (n/a) - 1.48%
#15	N/A	UNITED UTILITIES GROUP PLC CLASS A (n/a) - 1.47%
#16	N/A	BOUYGUES (n/a) - 1.45%
#17	N/A	SANOFI SA (n/a) - 1.43%
#18	N/A	ANZ GROUP HOLDINGS LTD (n/a) - 1.42%
#19	N/A	INTERTEK GROUP PLC (n/a) - 1.37%
#20	N/A	SEVERN TRENT PLC (n/a) - 1.37%
#21	N/A	SHELL PLC (n/a) - 1.35%
#22	N/A	CLP HOLDINGS LTD (n/a) - 1.35%
#23	N/A	SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 1.29%
#24	N/A	TELSTRA GROUP LTD (n/a) - 1.29%
#25	N/A	MEDIBANK PVT LTD (n/a) - 1.28%
Total Holdings	3	121

RSSB vs DWX - Historical Returns

Returns include dividend reinvestment.

Period	RSSB	DWX
1 month	-1.43%	+3.00%
3 months	+3.51%	+3.54%
6 months	+6.85%	+8.74%
1 year	+19.59%	+17.88%
5 years(CAGR)	N/A	+8.12%
10 years(CAGR)	N/A	+7.41%
Max(CAGR)	+19.47%	+2.72%

RSSB

-1.43%

Winner

DWX

+3.00%

RSSB

+3.51%

Winner

DWX

+3.54%

RSSB

+6.85%

Winner

DWX

+8.74%

Winner

RSSB

+19.59%

DWX

+17.88%

5Y(CAGR)

RSSB

N/A

DWX

+8.12%

10Y(CAGR)

RSSB

N/A

DWX

+7.41%

Max(CAGR)

Winner

RSSB

+19.47%

DWX

+2.72%

RSSB vs DWX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RSSB	DWX
2026	+7.52%	+9.21%
2025	+24.94%	+32.02%
2024	+11.89%	+3.23%
2023	+6.72%	+13.88%
2022	N/A	-13.45%
2021	N/A	+10.20%
2020	N/A	-5.34%
2019	N/A	+20.56%
2018	N/A	-11.46%
2017	N/A	+18.47%
2016	N/A	+15.56%
2015	N/A	-16.26%
2014	N/A	-4.75%
2013	N/A	+4.69%
2012	N/A	+7.58%
2011	N/A	-11.58%
2010	N/A	+4.49%
2009	N/A	+56.82%
2008	N/A	-48.27%

RSSB vs DWX Drawdown Comparison

The maximum drawdown for RSSB was -16.18%, occurring on Apr 8, 2025. Recovery took 110 trading sessions.

The maximum drawdown for DWX was -66.88%, occurring on Mar 9, 2009. Recovery took 2923 trading sessions.

The current RSSB drawdown is -2.53%. The current DWX drawdown is -1.17%.

Rank	RSSB	DWX
#1	-16.18% Dec 6, 2024 - May 19, 2025	-66.88% May 16, 2008 - Dec 26, 2019
#2	-11.63% Feb 26, 2026 - Apr 17, 2026	-36.04% Feb 19, 2020 - Apr 15, 2021
#3	-7.78% Mar 28, 2024 - May 15, 2024	-26.96% Aug 16, 2021 - Jul 12, 2024
#4	-6.36% Jul 16, 2024 - Aug 19, 2024	-10.65% Sep 27, 2024 - Mar 25, 2025
#5	-5.85% Oct 28, 2025 - Dec 24, 2025	-10.40% Feb 27, 2008 - May 16, 2008
#6	-5.64% Sep 27, 2024 - Dec 6, 2024	-8.59% Feb 27, 2026 - Mar 20, 2026
#7	-4.97% Jun 2, 2026 - Jun 10, 2026	-6.68% Apr 3, 2025 - Apr 14, 2025
#8	-4.70% Dec 27, 2023 - Feb 22, 2024	-3.80% May 6, 2025 - May 23, 2025
#9	-4.03% Dec 29, 2025 - Feb 9, 2026	-3.74% Jun 15, 2021 - Aug 13, 2021
#10	-3.30% May 8, 2026 - May 26, 2026	-2.98% Jul 1, 2025 - Aug 12, 2025
#11	-3.25% May 15, 2024 - Jun 6, 2024	-2.93% Sep 16, 2025 - Oct 23, 2025
#12	-3.21% Aug 23, 2024 - Sep 13, 2024	-2.85% Jul 31, 2024 - Aug 13, 2024
#13	-2.46% May 19, 2025 - May 30, 2025	-2.84% Nov 12, 2025 - Nov 26, 2025
#14	-2.43% Apr 17, 2026 - May 5, 2026	-2.54% Oct 24, 2025 - Nov 11, 2025
#15	-2.34% Oct 8, 2025 - Oct 20, 2025	-2.36% May 7, 2021 - May 24, 2021

Correlation

Correlation between RSSB and DWX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2008 - 2026)

RSSB vs DWX dividend yield comparison.

Year	RSSB	DWX
2026	0.00%	1.87%
2025	3.48%	4.44%
2024	1.10%	4.31%
2023	0.61%	4.12%
2022	0.00%	4.68%
2021	0.00%	3.89%
2020	0.00%	3.84%
2019	0.00%	4.40%
2018	0.00%	5.06%
2017	0.00%	3.85%
2016	0.00%	5.25%
2015	0.00%	5.81%
2014	0.00%	6.02%
2013	0.00%	6.85%
2012	0.00%	6.19%
2011	0.00%	7.08%
2010	0.00%	4.21%
2009	0.00%	3.48%
2008	0.00%	13.27%