Compare · 2 funds side by side · dividends reinvested

FIXD and RSBY

FIXDFirst Trust×RSBYReturn Stacked×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,614FIXD · best of the two

02 / 04

FIXD and RSBY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.3%−0.8%+5.4%−0.8%−5.4%4.4%$2.8B1.3

Return Stacked Bonds & Futures Yield ETFBonds & Cash · Other bonds1.01%1.78%+16.2%+11.8%[…][…]−6.5%11.6%$47M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FIXD 2017 · RSBY 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,614

FIXD

RSBY

Return Stacked Bonds & Futures Yield ETF · $47M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FIXDMeasureRSBY

−1.3%Year to dateJan 1 → Nov 4+16.2%

−0.8%1 yearTotal return+11.8%

+5.4%3 years · per year$10,000 became $11,700 · […][…]

−0.8%5 years · per year$10,000 became $9,614 · […][…]

0.65%Expense ratio$65 · $101 a year on $10k · lower is better1.01%

4.82%Trailing 12-mo yield$482 · $178 a year on $10k1.78%

−5.4%Worst dropSmaller is better−6.5%

4.4%VolatilityLower is calmer11.6%

FIXDRSBY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2FIXD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FIXD vs RSBY: Top 5 Holdings

Today

FIXD

0.3%in top 5

RSBY

in top 548.3%

FIXDStockRSBY

not top 5IUSB48.3%

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FIXD vs RSBY Returns, Every Period

First TrustFIXD

−0.8%

past year

RSBYReturn Stacked

+11.8%

past year

FIXDRSBYFaded: behind in that period

0–2RSBY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FIXD vs RSBY

YTD

First TrustFIXD

−1.3%

RSBYReturn Stacked

+16.2%

−1.3%Year to date+16.2%

−5.4%Worst drop · 1Y−6.5%

4.4%Volatility · 1Y11.6%

4.8%Yield1.8%

$2.8BAssets$46.6M

3–1FIXD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIXD, RSBY

Today

0.65%lowest, FIXD

FundExpense ratioFee$10k

FIXD0.65%$65

RSBY1.01%$101

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FIXD, RSBY

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

RSBY1.78%$178

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

RSBY$178 − $101 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FIXD, RSBY

Today

0.0%most shared, FIXD and RSBY

FIXDRSBY

FIXD—0.0%

RSBY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%RSBY, at 11.6% volatility

FIXDWorst drop−5.4%4.4% vol

RSBYWorst drop−6.5%11.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDRSBY

−1.3%Year to date+16.2%

4.8%Yield1.8%

−0.8%Past year+11.8%

0.65%Fee1.01%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026