Return Stacked® ETFs
Our ETFs are designed to stack diversifying strategies
on top of core stock and bond exposure, not in place of it
As of 10/20/2026
Return Stacked® Assets Under Management
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Return Stacked® ETFs
For illustrative purposes only. The red line represents the cutoff between a traditional portfolio exposure and the exposure an investor may receive through a return stacked portfolio.
Beta: for the purposes of this presentation “beta” is broadly defined as the returns achieved by the broad market index of a particular asset class.
A return stacking approach seeks to offer
A Performance Advantage
Alternatives may boost long-term returns when overlaid on market beta rather than carved out of it.
A Behavioral Advantage
Investors may experience less behavioral friction when they keep their familiar core exposures and add the diversifier on top.
Capital Efficiency
Every $1.00 invested does double duty: $1.00 of core exposure plus $1.00 of a diversifying strategy.
Return Stacking delivers $1 of traditional asset exposure plus $1 of diversifying exposure for every $1 invested.
The fund uses leverage to stack the total return of holdings in the strategies. The leverage or derivative instruments provide the economic effect of financial leverage by creating additional investment exposure to the underlying instrument, as well as the potential for greater loss.
Source: Bloomberg. U.S. Stocks is the S&P 500 Index (“SPX”). CTA Trend is the Société Générale Trend Index (“NEIXCTAT”). U.S. Stocks + CTA Trend is 100% U.S. Stocks / 100% CTA Trend / -100% Bloomberg Short Treasury US Total Return Index (“LD12TRUUU”). You cannot invest in an index. Returns are gross of fees and taxes. Returns assume the reinvestment of all distributions. Past performance is not indicative of future results. Period is 12/31/1999 through 12/31/2024. The starting date is chosen based upon the earliest date data is available for the underlying indexes.
*Return Stacked Approach is not intended to represent performance of any actual Return Stacked ETF.
Featured Return Stacked® ETFs
U.S. Stocks & Managed Futures
RSST
For every $1 invested, RSST is designed to provide $1 of large-cap U.S. equity exposure and $1 of a managed futures strategy.
Global Stocks & Bonds
RSSB
For every $1 invested, RSSB is designed to provide $1 of global equity exposure and $1 of exposure to U.S. Treasuries.
Bonds & Merger Arbitrage
RSBA
For every $1 invested, RSBA is designed to provide $1 of exposure to U.S. Treasuries and $1 of exposure to a merger arbitrage strategy.
U.S. Stocks & Gold/Bitcoin
RSSX
For every $1 invested, RSSX is designed to provide $1 of large-cap U.S. equity exposure and $1 of a Gold/Bitcoin strategy.
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As of 10/20/2026
Equity Stacks
| Ticker | Fund Name | Base Exposure | Stack Exposure | NAV | Net Assets | Gross Exp. ¹ | Net Exp. ² | Fact Sheet |
|---|---|---|---|---|---|---|---|---|
| RSST | Return Stacked® U.S. Stocks & Managed Futures | 100% U.S. Equity | 100% Managed Futures (Trend) | $35.02 | $589.20m | 0.99% | 0.99% | |
| RSIT | Return Stacked® International Stocks & Managed Futures | 100% Int'l Equity | 100% Managed Futures (Trend) | $20.97 | $80.21m | 0.98% | 0.98% | |
| RSSY | Return Stacked® U.S. Stocks & Futures Yield | 100% U.S. Equity | 100% Futures Yield (Carry) | $26.59 | $104.37m | 0.99% | 0.99% | |
| RSSX | Return Stacked® U.S. Stocks & Gold/Bitcoin | 100% U.S. Equity | 100% Gold/Bitcoin | $26.76 | $105.68m | 0.67% | 0.67% |
Bond Stacks
| Ticker | Fund Name | Base Exposure | Stack Exposure | NAV | Net Assets | Gross Exp. ¹ | Net Exp. ² | Fact Sheet |
|---|---|---|---|---|---|---|---|---|
| RSBT | Return Stacked® Bonds & Managed Futures | 100% Bonds | 100% Managed Futures (Trend) | $19.30 | $162.56m | 1.01% | 1.01% | |
| RSBY | Return Stacked® Bonds & Futures Yield | 100% Bonds | 100% Futures Yield (Carry) | $18.22 | $48.75m | 1.01% | 1.01% | |
| RSBA | Return Stacked® Bonds & Merger Arbitrage | 100% Bonds | 100% Merger Arbitrage | $20.15 | $52.39m | 1.01% | 1.01% |
Capital Efficient Stacks
| Ticker | Fund Name | Base Exposure | Stack Exposure | NAV | Net Assets | Gross Exp. ¹ | Net Exp. ² | Fact Sheet |
|---|---|---|---|---|---|---|---|---|
| RSSB | Return Stacked® Global Stocks & Bonds | 100% Global Equities | 100% Bonds | $29.97 | $497.53m | 0.39% | 0.39% |
Income Stacks (Partner Funds)
| Ticker | Fund Name | Base Exposure | Stack Exposure | NAV | Net Assets | Gross Exp. ¹ | Net Exp. ² | Fact Sheet |
|---|---|---|---|---|---|---|---|---|
| ISBG | IncomeSTKd 1X Bitcoin & 1X Gold Premium ETF | 100% Gold | 100% Bitcoin | $14.44 | $7.80m | 1.29% | 1.14% | |
| ISSB | IncomeSTKd 1X US Stocks & 1X Bitcoin Premium ETF | 100% U.S. Equity | 100% Bitcoin | $22.46 | $2.25m | 1.29% | 1.14% |
Alternative Stacks (Partner Funds)
| Ticker | Fund Name | Base Exposure | Stack Exposure | NAV | Net Assets | Gross Exp. ¹ | Net Exp. ² | Fact Sheet |
|---|---|---|---|---|---|---|---|---|
| BTGD | STKd 100% Bitcoin & 100% Gold ETF | 100% Bitcoin | 100% Gold | $26.05 | $98.34m | 0.99% | 0.99% |
As of 10/20/2026
Equity Stacks
| Ticker | Fund Name | YTD (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | All (%) | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSST | Return Stacked® U.S. Stocks & Managed Futures | 25.04 | 4.45 | 8.44 | 25.35 | 35.46 | - | 21.34 | 9/5/2023 |
| RSIT | Return Stacked® International Stocks & Managed Futures | N/A | 1.83 | N/A | N/A | N/A | N/A | N/A | 5/6/2026 |
| RSSY | Return Stacked® U.S. Stocks & Futures Yield | 36.20 | 1.28 | 2.44 | 17.56 | 32.61 | - | 13.08 | 5/28/2024 |
| RSSX | Return Stacked® U.S. Stocks & Gold/Bitcoin | 5.78 | -3.37 | 17.15 | 14.90 | - | 26.25 | 05/29/2025 |
Bond Stacks
| Ticker | Fund Name | YTD (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | All (%) | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSBT | Return Stacked® Bonds & Managed Futures | 8.65 | 1.94 | 2.26 | 3.29 | 15.25 | 4.56 | 0.75 | 2/7/2023 |
| RSBY | Return Stacked® Bonds & Futures Yield | 15.84 | -1.78 | -3.37 | -4.10 | 11.23 | - | -3.36 | 8/20/2024 |
| RSBA | Return Stacked® Bonds & Merger Arbitrage | -4.94 | -3.08 | -5.81 | -4.46 | -3.98 | - | 1.39 | 12/17/2024 |
Capital Efficient Stacks
| Ticker | Fund Name | YTD (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | All (%) | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSSB | Return Stacked® Global Stocks & Bonds | 5.57 | -4.37 | -3.49 | 9.10 | 8.86 | - | 17.05 | 12/4/2023 |
Income Stacks (Partner Funds)
| Ticker | Fund Name | YTD (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | All (%) | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISBG | IncomeSTKd 1X Bitcoin & 1X Gold Premium ETF | - | -6.10 | 54.39 | -7.18 | - | - | - | 1/20/2026 |
| ISSB | IncomeSTKd 1X US Stocks & 1X Bitcoin Premium ETF | - | 4.58 | 52.08 | 37.81 | - | - | - | 1/20/2026 |
Alternative Stacks (Partner Funds)
| Ticker | Fund Name | YTD (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | All (%) | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTGD | STKd 100% Bitcoin & 100% Gold ETF | -21.45 | -2.91 | 39.65 | -1.47 | -35.23 | - | 18.56 | 10/15/2024 |
The performance data quoted above represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted above. For performance current to the most recent month end, please see above. For standardized performance, please click each fund's ticker.
Equity Stacks
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| RSST | Return Stacked® U.S. Stocks & Managed Futures | ||||||
| RSIT | Return Stacked® International Stocks & Managed Futures | - | - | ||||
| RSSY | Return Stacked® U.S. Stocks & Futures Yield | - | |||||
| RSSX | Return Stacked® U.S. Stocks & Gold/Bitcoin |
Bond Stacks
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| RSBT | Return Stacked® Bonds & Managed Futures | ||||||
| RSBY | Return Stacked® Bonds & Futures Yield | - | |||||
| RSBA | Return Stacked® Bonds & Merger Arbitrage | - |
Capital Efficient Stacks
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| RSSB | Return Stacked® Global Stocks & Bonds | - |
Income Stacks (Partner Funds)
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| ISBG | IncomeSTKd 1X Bitcoin & 1X Gold Premium ETF | - | - | - | - | - | |
| ISSB | IncomeSTKd 1X US Stocks & 1X Bitcoin Premium ETF | - | - | - | - | - |
Alternative Stacks (Partner Funds)
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| BTGD | STKd 100% Bitcoin & 100% Gold ETF | - |
Why Return Stacked® ETFs?
Portable Alpha, Made Turnkey
Since the 1980s, institutions have used portable alpha to overlay diversifiers (e.g., gold, managed futures) or alpha strategies (e.g., merger arbitrage) on top of core beta (e.g., stocks or bonds). The idea was never the hard part. The implementation was: futures accounts, margin management, and a separate manager for the overlay.
Return Stacked® ETFs make portable alpha turnkey. Each fund is a capital efficient package that seeks to deliver $1.00 of core exposure and $1.00 of a diversifying strategy for every $1.00 invested, unshackling portfolios from the 100% limit so investors can maintain diversification while targeting their desired risk level.
Pursuing Diversification
Without Sacrifice
Investors can introduce diversifying assets and strategies without sacrificing exposure to their traditional asset allocation. The diversifier is an overlay on the core, not a replacement for it.
Potential for
Enhanced Returns
By introducing additional sources of return, Return Stacking creates the potential for outperformance.
Potential to
Improve Diversification
Investors can introduce diversifying assets and strategies without sacrificing exposure to their traditional asset allocation. The diversifier is an overlay on the core, not a replacement for it.
¹ Gross expenses reflect fees incurred by the Fund before waivers and reimbursements, including but not limited to management fees, 12b-1 fees, and acquired fund fees and expenses.
² Net expenses reflect fees incurred by the Fund after waivers and reimbursements, where applicable.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Return Stacked® ETFs. This and other important information about the ETFs is contained in their prospectuses, which can be obtained by calling 1-844-737-3001 or clicking here. The prospectuses should be read carefully before investing.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Quantify Funds ETFs. This and other important information about the ETFs is contained in their prospectuses, which can be obtained by clicking here. The prospectuses should be read carefully before investing.
Equity Stacks
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| RSST | Return Stacked® U.S. Stocks & Managed Futures | ||||||
| RSIT | Return Stacked® International Stocks & Managed Futures | - | - | ||||
| RSSY | Return Stacked® U.S. Stocks & Futures Yield | - | |||||
| RSSX | Return Stacked® U.S. Stocks & Gold/Bitcoin |
Bond Stacks
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| RSBT | Return Stacked® Bonds & Managed Futures | ||||||
| RSBY | Return Stacked® Bonds & Futures Yield | - | |||||
| RSBA | Return Stacked® Bonds & Merger Arbitrage | - |
Capital Efficient Stacks
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| RSSB | Return Stacked® Global Stocks & Bonds | - |
Income Stacks (Partner Funds)
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| ISBG | IncomeSTKd 1X Bitcoin & 1X Gold Premium ETF | - | - | - | - | - | |
| ISSB | IncomeSTKd 1X US Stocks & 1X Bitcoin Premium ETF | - | - | - | - | - |
Alternative Stacks (Partner Funds)
| Ticker | Fund Name | Fact Sheet | Brochure | Presentation | Commentary | Explainer Vid | Prospectus |
|---|---|---|---|---|---|---|---|
| BTGD | STKd 100% Bitcoin & 100% Gold ETF | - |
Definitions
S&P 500 Index is an abbreviation for the Standard & Poor’s 500, a market-capitalization-weighted index of 500 leading publicly traded companies in the U.S.
Société Générale Trend Index is designed to track the largest trend following commodity trading advisors (“CTAs”) in the managed futures space net of underlying fees. The index does not represent the entire universe of all CTAs.
Alpha: refers to returns above that of a passive market benchmark
Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Brokerage commissions may apply and would reduce returns.
Tidal Investments, LLC ("Tidal") serves as investment adviser to the Funds and the Funds’ Subsidiary.
Newfound Research LLC (“Newfound”) serves as investment sub-adviser to the Funds.
ReSolve Asset Management SEZC (Cayman) (“ReSolve”) serves as futures trading advisor to the Return Stacked® Bonds & Managed Futures ETF, the Return Stacked® U.S. Stocks and Managed Futures ETF, the Return Stacked® U.S. Stocks & Futures Yield ETF, the Return Stacked® Bonds & Futures Yield ETF, the Return Stacked® U.S. Stocks & Gold/Bitcoin, the Return Stacked® International Stocks & Managed Futures and their respective Subsidiaries.
Quantify Chaos Advisors, LLC (“Quantify”) has entered into a brand licensing agreement with Newfound Research LLC (“Newfound”) and ReSolve Asset Management SEZC (Cayman) (“ReSolve”), granting the Quantify the right to use the “STKd” brand, a derivative of Return Stacked®. Neither the Trust nor the Adviser is a party to this agreement. In exchange for the branding rights, Quantify will pay Newfound and ReSolve a fee based on a percentage of the Fund’s unitary management fee.
The Return Stacked® ETF suite is distributed by Foreside Fund Services, LLC, Member FINRA/SIPC. Foreside is not related to Tidal, Newfound, Resolve or Quantify.