RSBAReturn Stacked Bonds & Merger Arbitrage ETF
Seeks long-term capital appreciation.
By Return stacked ETFs · Launched 2024
Annual Cost
1.01%
#5,411 of 6,040 · expensive
Fund Size
$52M
#3,713 of 6,040 · mid-size
Return (1Y)
-2.6%
Track Record
1 year
#3,943 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,754-2.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 95.9% of fundconcentrated
First American Government Obli
35.6%
Chart Industries Inc
12.5%
Masimo Corp
12.5%
Penumbra Inc
12.4%
Clear Channel Outdoor Holdings
7.2%
Brighthouse Financial Inc
5.6%
Talkspace Inc
5.3%
Cantaloupe Inc
4.6%
N/A
0.1%
N/A
-0.0%
Asset allocation
Bonds
99.1%
Stocks
70.9%
Other
10.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
4.6%Low
Year-on-year price swings
Max drawdown
-4.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Credit ratings
US Government
99.1%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Employs a hybrid management approach with an actively managed Bond strategy investing in U.S. Treasury securities and a passively managed Merger Arbitrage strategy investing in U.S. equity securities. Targets long-term capital appreciation through leverage and complementary strategies.
- Inception date
- December 17, 2024
- Fund family
- Return stacked ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18