RSBT

Return Stacked$19.05+0.05 (+0.26%)
AUM $97.1MER 1.02%NAV $18.59Holdings 10

Price Chart

Key Statistics

Previous Close

$19.00

Day Range

$18.91$19.06

52-Week Range

$15.73$19.83

Avg Volume

37.3K

Dividend Yield

3.00%

Expense Ratio

1.02%

AUM

$97.1M

Shares Outstanding

4.9M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services120.05%
Cash & Others-20.05%

Country Allocation

CountryWeight %
Other1147.87%
United States-1047.87%

Fund Information

Inception Date
Feb 6, 2023
Exchange
BATS
Description
The Fund seeks long-term capital appreciation by investing in two complementary investment strategies: a bond strategy and a managed futures strategy.

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The Return Stacked Bonds & Managed Futures ETF (RSBT) is an exchange-traded fund issued by Return Stacked that launched on Feb 6, 2023. It currently manages $97.1M in assets under management. The fund charges an expense ratio of 1.02%. The fund holds 10 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 78.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1US 2YR NOTE (CBT) Sep2622.91%-567$-116988047
2SPABState Street SPDR Portfolio Aggregate Bond ETF18.60%3,727,877$95.0M
3JPN YEN CURR FUT Sep268.10%-526$-41379762
4US 5YR NOTE (CBT) Sep265.87%-280$-29966562
5EURO FX CURR FUT Sep264.77%-168$-24363150
6C$ CURRENCY FUT Sep264.49%-319$-22910580
7S&P500 EMINI FUT Sep264.09%56$20.9M
8AUDUSD Crncy Fut Sep263.79%276$19.4M
9First American Government Obligations Fund 12/01/20313.22%16,461,539$16.5M
10Cash & Other2.87%14,679,991$14.7M
11NASDAQ 100 E-MINI Sep262.80%24$14.3M
12EURO-BUND FUTURE Sep262.52%-89$-12878301
13FTSE 100 IDX FUT Jun262.50%93$12.8M
14S&P/TSX 60 IX FUT Jun262.17%38$11.1M
15NIKKEI 225 (CME) Sep261.82%28$9.3M

Detailed Returns

PeriodReturnETF
1D
+0.26%
1W
-0.42%
1M
-1.75%
3M
+0.16%
6M
+5.65%
YTD
+3.14%
1Y
+19.91%
3Y
+3.25%
5Y
-4.86%

Moving Averages

20-Day MA

$19.35

Below 20-Day MA
50-Day MA

$19.28

Below 50-Day MA
200-Day MA

$18.44

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.83

Current Price

$19.05

52-Week Low

$15.73

$15.73$19.83

Current Yield

3.00%

Annual Dividend

$0.9840

Frequency

1x/year

Last Ex-Date

Dec 29, 2025

Dividend History

Ex-DateAmountPay Date
Dec 29, 2025$0.5739Dec 30, 2025
Dec 27, 2023$0.4101Dec 29, 2023

Dividend Payments Over Time

Category Comparison

MetricRSBTFinancial Services(759 ETFs)Long-Term Bond(441 ETFs)
Fund Info
Expense Ratio1.02%0.67%0.64%
AUM$97.1M$4.12B$6.30B
Dividend Yield3.00%4.76%2.75%
Avg Volume37.3K1.8M373.1K
Holdings10264222
Performance
1-Month Return-2.85%+1.06%+0.33%
6-Month Return+4.78%+5.76%+5.47%
YTD Return+6.42%+8.14%+7.13%
1-Year Return+19.94%+13.66%+16.64%

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