RSBT

Return Stacked$18.96+0.20 (+1.04%)
AUM $97.1MER 1.02%NAV $18.59Holdings 10

Price Chart

Key Statistics

Previous Close

$18.77

Day Range

$18.85$19.00

52-Week Range

$15.73$19.83

Avg Volume

35.9K

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 Services136.62%
Cash & Others-36.62%

Country Allocation

CountryWeight %
United States120.09%
Other-20.09%

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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IJRiShares Core S&P Small-Cap ETF$104.83B

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 76.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1US 2YR NOTE (CBT) Sep2619.79%-598$-123430937
2SPABState Street SPDR Portfolio Aggregate Bond ETF15.70%3,848,764$97.9M
3US 5YR NOTE (CBT) Sep267.14%-416$-44525000
4AUDUSD Crncy Fut Jun266.59%576$41.1M
5JPN YEN CURR FUT Jun266.56%-523$-40882256
6S&P500 EMINI FUT Jun265.91%97$36.9M
7NASDAQ 100 E-MINI Jun265.18%53$32.3M
8C$ CURRENCY FUT Jun263.50%-303$-21809940
9FTSE 100 IDX FUT Jun263.06%137$19.1M
10S&P/TSX 60 IX FUT Jun262.75%58$17.2M
11EURO-BUND FUTURE Sep262.72%-116$-16955932
12Cash & Other2.67%16,659,861$16.7M
13NIKKEI 225 (CME) Jun262.66%49$16.6M
14First American Government Obligations Fund 12/01/20312.65%16,516,457$16.5M
15COPPER FUTURE Jul261.99%76$12.4M

Detailed Returns

PeriodReturnETF
1D
+1.04%
1W
-3.85%
1M
-3.21%
3M
-0.21%
6M
+4.34%
YTD
+2.76%
1Y
+18.09%
3Y
+3.80%
5Y
-5.21%

Moving Averages

20-Day MA

$19.37

Below 20-Day MA
50-Day MA

$19.28

Below 50-Day MA
200-Day MA

$18.43

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.83

Current Price

$18.96

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(785 ETFs)Long-Term Bond(441 ETFs)
Fund Info
Expense Ratio1.02%0.68%0.64%
AUM$97.1M$4.10B$6.30B
Dividend Yield3.00%4.68%2.75%
Avg Volume35.9K1.0M369.9K
Holdings10283222
Performance
1-Month Return-3.11%+0.54%+0.23%
6-Month Return+5.61%+6.36%+5.51%
YTD Return+6.03%+7.70%+6.54%
1-Year Return+20.10%+13.56%+15.90%

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