RSSX vs SPY
Return Stacked US Stocks & Gold/Bitcoin ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, RSSX or SPY?
Multi Alternative against Large Cap Blend.
SPY has a lower expense ratio. RSSX led over the full window, SPY over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | RSSX | SPY |
|---|---|---|
| Expense Ratio | 0.67% | 0.09%Best |
| AUM | $74M | $804.7B |
| Dividend Yield | 1.05% | 0.98% |
| Holdings | 7 | 505 |
| YTD Return | +4.50% | +12.22%Best |
| 1Y Return | +11.51% | +16.97%Best |
| 3Y Return (annualized) | - | +21.16% |
| 5Y Return (annualized) | - | +13.00% |
| Volatility (annualized) | 30.6% | 11.9%Best |
| Max Drawdown | -27.4% | -8.9%Best |
| $10,000 over 1.3 years | $13,520Best | $13,120 |
| Fund Family | Return Stacked ETF | State Street Investment Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | May 29, 2025 | Jan 22, 1993 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 30, 2025 to Sep 17, 2026 (1.3 years).
RSSX vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.3 years both funds cover.
RSSX vs SPY Performance
Return Stacked US Stocks & Gold/Bitcoin ETF (RSSX) is an ETF from Return Stacked ETF and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year RSSX returned +11.51% while SPY returned +16.97%. Year to date, RSSX is up 4.50% versus a gain of 12.22% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSSX has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 11.9% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -27.4% for RSSX and -8.9% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RSSX charges 0.67% per year while SPY charges 0.09%. On a $10,000 position that is $67 vs $9 annually, a gap of $58 per year that compounds over a long holding period. On income, RSSX currently yields 1.05% against 0.98% for SPY.
Holdings Overlap
We hold position weights for 3 holdings in RSSX and 504 in SPY, totalling 88.5% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in RSSX and 504 in SPY, against full books of 7 and 505.
You are not choosing between two funds in isolation.
Whichever of RSSX and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RSSX or SPY?
RSSX has an expense ratio of 0.67% while SPY charges 0.09%. SPY is the cheaper option, by $58 a year on a $10,000 investment.
Which performed better, RSSX or SPY?
Over the past year RSSX returned +11.51% vs +16.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), RSSX annualized +26.11% vs +23.23% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RSSX or SPY?
RSSX has been the more volatile fund at 30.6% annualized versus 11.9% for SPY. Worst drawdown: RSSX -27.4% vs SPY -8.9%.
Should I hold both RSSX and SPY?
RSSX and SPY have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, RSSX or SPY?
RSSX yields 1.05% while SPY yields 0.98%, so RSSX currently pays the higher dividend yield.
Is SPY better than RSSX?
SPY has a lower expense ratio. RSSX led over the full window, SPY over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.