XRMI vs RSBA

Comparison between GLOBAL X S&P 500 RISK MANAGED INCOME ETF (XRMI, ETF) and RETURN STACKED(R) BONDS & MERGER ARBITRAGE ETF (RSBA, ETF).

XRMI vs RSBA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XRMI(ETF)	RSBA(ETF)
Net Assets	$50M	$50M
Expense Ratio	0.60%	1.01%
Max Drawdown	37.83%	5.45%
Sharpe Ratio	1.14	-0.22
5Y Beta	0.31	0.05
P/E Ratio	28.31	-217.36
Forward P/E	20.66	13.41
5Y EPS CAGR	28.49%	N/A
Debt to Equity	39.88%	28.57%
P/S Ratio	3.60	1.19
P/B Ratio	5.49	1.88

Net Assets

XRMI

$50M

Winner

RSBA

$50M

Expense Ratio

Winner

XRMI

0.60%

RSBA

1.01%

Max Drawdown

XRMI

37.83%

Winner

RSBA

5.45%

Sharpe Ratio

Winner

XRMI

1.14

RSBA

-0.22

5Y Beta

XRMI

0.31

Winner

RSBA

0.05

P/E Ratio

XRMI

28.31

Winner

RSBA

-217.36

Forward P/E

XRMI

20.66

Winner

RSBA

13.41

5Y EPS CAGR

XRMI

28.49%

RSBA

N/A

Debt to Equity

XRMI

39.88%

Winner

RSBA

28.57%

P/S Ratio

XRMI

3.60

Winner

RSBA

1.19

P/B Ratio

XRMI

5.49

Winner

RSBA

1.88

XRMI vs RSBA - Holdings Comparison

XRMI and RSBA have 1 common holdings. Overlap is -1.86%

XRMI's top 25 holdings weight is 49.96%. RSBA's top 25 holdings weight is 77.28%.

Rank	XRMI	RSBA
#1	NVIDIA CORP (NVDA) - 7.97%	WEBSTER FINANCIAL CORP (WBS) - 12.63%
#2	APPLE INC (AAPL) - 7.19%	PENUMBRA INC (PEN) - 12.62%
#3	MICROSOFT CORP (MSFT) - 4.44%	CAESARS ENTERTAINMENT INC (CZR) - 12.48%
#4	AMAZON.COM INC (AMZN) - 3.76%	DIGITALBRIDGE GROUP INC CLASS A (DBRG) - 9.90%
#5	ALPHABET INC CLASS A (GOOGL) - 3.27%	BRIGHTHOUSE FINANCIAL INC REGISTERED SHS WHEN ISSUED (BHF) - 9.60%
#6	BROADCOM INC (AVGO) - 2.86%	APOGEE THERAPEUTICS INC (APGE) - 9.54%
#7	ALPHABET INC CLASS C (GOOG) - 2.62%	CLEAR CHANNEL OUTDOOR HOLDINGS INC ORDINARY SHARES (CCO) - 7.16%
#8	META PLATFORMS INC CLASS A (META) - 2.25%	TALKSPACE INC ORDINARY SHARES (TALK) - 5.33%
#9	TESLA INC (TSLA) - 1.73%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.66%
#10	MICRON TECHNOLOGY INC (MU) - 1.72%	BOSTON SCIENTIFIC CORP (BSX) - -1.86%
#11	JPMORGAN CHASE & CO (JPM) - 1.42%	BANCO SANTANDER SA ADR (SAN) - -4.78%
#12	ELI LILLY AND CO (LLY) - 1.41%	N/A
#13	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40%	N/A
#14	ADVANCED MICRO DEVICES INC (AMD) - 1.39%	N/A
#15	JOHNSON & JOHNSON (JNJ) - 0.95%	N/A
#16	EXXONMOBIL HOLDINGS CORP (XOM) - 0.93%	N/A
#17	VISA INC CLASS A (V) - 0.91%	N/A
#18	INTEL CORP (INTC) - 0.79%	N/A
#19	WALMART INC (WMT) - 0.77%	N/A
#20	APPLIED MATERIALS INC (AMAT) - 0.74%	N/A
#21	PEPSICO INC (PEP) - 0.29%	N/A
#22	QUALCOMM INC (QCOM) - 0.29%	N/A
#23	NEXTERA ENERGY INC (NEE) - 0.29%	N/A
#24	ARISTA NETWORKS INC (ANET) - 0.29%	N/A
#25	VERIZON COMMUNICATIONS INC (VZ) - 0.28%	N/A
Total Holdings	465	11

XRMI vs RSBA - Historical Returns

Returns include dividend reinvestment.

Period	XRMI	RSBA
1 month	+1.35%	-0.74%
3 months	+3.36%	-0.45%
6 months	+2.38%	-0.86%
1 year	+9.47%	+2.80%
5 years(CAGR)	+2.73%	N/A
Max(CAGR)	+2.73%	+4.47%

Winner

XRMI

+1.35%

RSBA

-0.74%

Winner

XRMI

+3.36%

RSBA

-0.45%

Winner

XRMI

+2.38%

RSBA

-0.86%

Winner

XRMI

+9.47%

RSBA

+2.80%

5Y(CAGR)

XRMI

+2.73%

RSBA

N/A

Max(CAGR)

XRMI

+2.73%

Winner

RSBA

+4.47%

XRMI vs RSBA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XRMI	RSBA
2026	+2.86%	-0.34%
2025	+4.80%	+7.70%
2024	+15.01%	-0.03%
2023	+4.58%	N/A
2022	-14.20%	N/A
2021	+2.68%	N/A

XRMI vs RSBA Drawdown Comparison

The maximum drawdown for XRMI was -15.29%, occurring on Oct 14, 2022. Recovery took 718 trading sessions.

The maximum drawdown for RSBA was -2.83%, occurring on Apr 11, 2025. Recovery took 55 trading sessions.

The current XRMI drawdown is -0.83%. The current RSBA drawdown is -1.75%.

Rank	XRMI	RSBA
#1	-15.29% Dec 29, 2021 - Nov 6, 2024	-2.83% Apr 3, 2025 - Jun 24, 2025
#2	-8.34% Feb 20, 2025 - Nov 24, 2025	-2.74% Feb 13, 2026 - Mar 27, 2026
#3	-5.03% Feb 25, 2026 - Jun 2, 2026	-1.36% Dec 20, 2024 - Jan 27, 2025
#4	-2.24% Sep 15, 2021 - Oct 15, 2021	-1.25% Jun 30, 2025 - Aug 1, 2025
#5	-1.56% Jun 2, 2026 - Jun 15, 2026	-1.20% Nov 26, 2025 - Feb 9, 2026
#6	-1.50% Nov 22, 2021 - Dec 8, 2021	-1.14% Feb 5, 2025 - Feb 21, 2025
#7	-1.45% Dec 15, 2021 - Dec 27, 2021	-1.05% Oct 22, 2025 - Nov 24, 2025
#8	-1.37% Feb 2, 2026 - Feb 9, 2026	-1.00% Sep 11, 2025 - Oct 13, 2025
#9	-1.15% Jan 6, 2025 - Jan 15, 2025	-0.93% Aug 4, 2025 - Sep 4, 2025
#10	-0.99% Dec 8, 2021 - Dec 15, 2021	-0.78% Mar 3, 2025 - Mar 28, 2025
#11	-0.89% Feb 10, 2026 - Feb 20, 2026	-0.28% Oct 16, 2025 - Oct 22, 2025
#12	-0.83% Jul 21, 2026 - Jul 23, 2026	-0.26% Sep 8, 2025 - Sep 11, 2025
#13	-0.81% Jan 6, 2026 - Jan 26, 2026	-0.24% Feb 9, 2026 - Feb 12, 2026
#14	-0.78% Dec 17, 2024 - Dec 20, 2024	-0.22% Apr 1, 2025 - Apr 3, 2025
#15	-0.70% Jun 22, 2026 - Jun 30, 2026	-0.21% Jan 30, 2025 - Feb 4, 2025