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RSSB vs FEP

Comparison between RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB, ETF) and FIRST TRUST EUROPE ALPHADEX FUND (FEP, ETF).

RSSB vs FEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSSB
$504M
Winner
FEP
$505M
Expense Ratio
Winner
RSSB
0.39%
FEP
0.80%
Max Drawdown
Winner
RSSB
17.09%
FEP
48.63%
Sharpe Ratio
RSSB
1.00
Winner
FEP
1.13
5Y Beta
RSSB
0.91
Winner
FEP
0.73
5Y Dividends CAGR
RSSB
N/A
FEP
10.37%

RSSB vs FEP - Holdings Comparison

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

RSSB's top 25 holdings weight is 97.55%. FEP's top 25 holdings weight is 22.71%.

RankRSSBFEP
#1
STATE STREETSPDRPORTS&P1500COMPSTKMKTETF (SPTM) - 53.11%
ABERDEEN GROUP PLC (n/a) - 1.07%
#2
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 36.01%
GLANBIA PLC (n/a) - 1.06%
#3
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 8.43%
PRYSMIAN SPA (n/a) - 1.05%
#4N/A
MOTOR OIL (HELLAS) CORINTH REFINERIES SA (n/a) - 0.99%
#5N/A
DEUTSCHE LUFTHANSA AG (n/a) - 0.99%
#6N/A
JD SPORTS FASHION PLC (n/a) - 0.97%
#7N/A
BRITISH LAND CO PLC (n/a) - 0.96%
#8N/A
HOCHTIEF AG (n/a) - 0.94%
#9N/A
AURUBIS AG (n/a) - 0.92%
#10N/A
BALFOUR BEATTY PLC (n/a) - 0.91%
#11N/A
n/a (n/a) - 0.91%
#12N/A
n/a (n/a) - 0.89%
#13N/A
INDUSTRIVARDEN AB CLASS C (n/a) - 0.88%
#14N/A
KLEPIERRE (n/a) - 0.88%
#15N/A
ACCIONA SA (n/a) - 0.87%
#16N/A
3I GROUP ORD (n/a) - 0.87%
#17N/A
SAIPEM SPA (n/a) - 0.86%
#18N/A
INVESTOR AB CLASS B (n/a) - 0.86%
#19N/A
FRESENIUS MEDICAL CARE AG (n/a) - 0.85%
#20N/A
SSAB AB (PUBL) CLASS B (n/a) - 0.84%
#21N/A
ASSOCIATED BRITISH FOODS PLC (n/a) - 0.84%
#22N/A
ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 0.83%
#23N/A
n/a (n/a) - 0.83%
#24N/A
A P MOLLER MAERSK AS CLASS B (n/a) - 0.82%
#25N/A
PROSUS NV ORDINARY SHARES CLASS N (n/a) - 0.82%
Total Holdings3210

RSSB vs FEP - Historical Returns

Returns include dividend reinvestment.

1M
RSSB
-1.43%
Winner
FEP
+0.10%
3M
Winner
RSSB
+3.51%
FEP
+1.85%
6M
Winner
RSSB
+6.85%
FEP
+4.95%
1Y
RSSB
+19.59%
Winner
FEP
+23.11%
5Y(CAGR)
RSSB
N/A
FEP
+10.13%
10Y(CAGR)
RSSB
N/A
FEP
+10.75%
Max(CAGR)
Winner
RSSB
+19.47%
FEP
+7.00%

RSSB vs FEP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearRSSBFEP
2026+7.52%+7.64%
2025+24.94%+56.41%
2024+11.89%+4.29%
2023+6.72%+15.39%
2022N/A-23.82%
2021N/A+14.42%
2020N/A+2.99%
2019N/A+25.41%
2018N/A-19.85%
2017N/A+35.74%
2016N/A+2.35%
2015N/A+3.13%
2014N/A-8.86%
2013N/A+29.74%
2012N/A+23.47%
2011N/A-29.10%

RSSB vs FEP Drawdown Comparison

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

The maximum drawdown for FEP was -46.03%, occurring on Mar 18, 2020. Recovery took 741 trading sessions.

The current RSSB drawdown is -2.53%. The current FEP drawdown is -2.44%.

RankRSSBFEP
#1-16.18%
Dec 6, 2024 - May 19, 2025
-46.03%
Jan 26, 2018 - Jan 6, 2021
#2-11.63%
Feb 26, 2026 - Apr 17, 2026
-39.01%
Sep 2, 2021 - Feb 18, 2025
#3-7.78%
Mar 28, 2024 - May 15, 2024
-34.70%
May 3, 2011 - Aug 2, 2013
#4-6.36%
Jul 16, 2024 - Aug 19, 2024
-26.29%
Jun 6, 2014 - May 2, 2017
#5-5.85%
Oct 28, 2025 - Dec 24, 2025
-15.83%
Mar 19, 2025 - Apr 29, 2025
#6-5.64%
Sep 27, 2024 - Dec 6, 2024
-12.13%
Feb 25, 2026 - May 6, 2026
#7-4.97%
Jun 2, 2026 - Jun 10, 2026
-7.79%
Jun 7, 2021 - Aug 13, 2021
#8-4.70%
Dec 27, 2023 - Feb 22, 2024
-7.41%
Jan 15, 2014 - Feb 13, 2014
#9-4.03%
Dec 29, 2025 - Feb 9, 2026
-6.01%
Apr 2, 2014 - Jun 6, 2014
#10-3.30%
May 8, 2026 - May 26, 2026
-5.42%
Aug 9, 2013 - Sep 10, 2013
#11-3.25%
May 15, 2024 - Jun 6, 2024
-4.99%
Oct 3, 2025 - Dec 4, 2025
#12-3.21%
Aug 23, 2024 - Sep 13, 2024
-4.71%
May 26, 2026 - Jun 24, 2026
#13-2.46%
May 19, 2025 - May 30, 2025
-4.38%
Aug 22, 2025 - Sep 30, 2025
#14-2.43%
Apr 17, 2026 - May 5, 2026
-4.36%
Jan 8, 2021 - Feb 11, 2021
#15-2.34%
Oct 8, 2025 - Oct 20, 2025
-4.14%
Mar 6, 2014 - Apr 2, 2014

Correlation

Correlation between RSSB and FEP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2011 - 2026)

RSSB vs FEP dividend yield comparison.

YearRSSBFEP
20260.00%1.52%
20253.48%3.33%
20241.10%4.94%
20230.61%3.27%
20220.00%3.00%
20210.00%3.49%
20200.00%2.32%
20190.00%2.63%
20180.00%2.62%
20170.00%1.65%
20160.00%2.14%
20150.00%2.20%
20140.00%2.46%
20130.00%1.55%
20120.00%2.15%
20110.00%2.23%

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