RSBT

Return Stacked$19.18-0.08 (-0.42%)
AUM $97.1MER 1.02%NAV $18.59Holdings 10

Price Chart

Key Statistics

Previous Close

$19.26

Day Range

$19.18$19.27

52-Week Range

$15.45$19.75

Avg Volume

35.2K

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 Services113.57%
Cash & Others-13.57%

Country Allocation

CountryWeight %
United States117.95%
Other-17.95%

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 83.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1SPABState Street SPDR Portfolio Aggregate Bond ETF21.94%3,726,775$95.6M
2US 2YR NOTE (CBT) Jun2620.32%-427$-88539116
3JPN YEN CURR FUT Jun2613.46%-746$-58672900
4AUDUSD Crncy Fut Jun266.05%370$26.4M
5FTSE 100 IDX FUT Jun265.59%172$24.4M
6First American Government Obligations Fund 12/01/20315.34%23,288,788$23.3M
7EURO-BUND FUTURE Jun263.98%-118$-17356599
8EURO FX CURR FUT Jun262.65%79$11.6M
9S&P/TSX 60 IX FUT Jun262.59%39$11.3M
10Cash & Other1.97%8,563,398$8.6M
11US LONG BOND(CBT) Jun261.88%72$8.2M
12NASDAQ 100 E-MINI Jun261.73%14$7.5M
13S&P500 EMINI FUT Jun261.72%21$7.5M
14US 5YR NOTE (CBT) Jun261.64%-66$-7135734
15NIKKEI 225 (CME) Jun261.35%20$5.9M

Detailed Returns

PeriodReturnETF
1D
-0.42%
1W
-0.05%
1M
+2.13%
3M
-1.44%
6M
+5.04%
YTD
+3.73%
1Y
+19.06%
3Y
+5.04%
5Y
-4.32%

Moving Averages

20-Day MA

$19.13

Above 20-Day MA
50-Day MA

$19.12

Above 50-Day MA
200-Day MA

$17.94

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.75

Current Price

$19.18

52-Week Low

$15.45

$15.45$19.75

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(805 ETFs)Long-Term Bond(441 ETFs)
Fund Info
Expense Ratio1.02%0.68%0.64%
AUM$97.1M$3.95B$5.71B
Dividend Yield3.00%4.64%2.75%
Avg Volume35.2K788.8K301.1K
Holdings10295222
Performance
1-Month Return+3.10%+7.15%+7.81%
6-Month Return+5.07%+3.68%+1.86%
YTD Return+7.48%+4.02%+3.37%
1-Year Return+20.98%+19.20%+19.28%

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