ZALT ranks 1st and RSDE 72nd of 77 funds in the S&P 500 Buffer 9-12% Category.
RSDE vs ZALT
ZALT −0.16pt a year
0.85%0.69%
ZALT 5.8×the volume
23.5K135K
RSDE vs ZALT Performance
+13.2%+6.0%
- RSDE 0.85%
- ZALT 0.69%, better
- RSDE $32M
- ZALT $845M
- RSDE +13.2%, better
- ZALT +6.0%
- RSDE 3
- ZALT 503
- RSDE 23.5K sh
- ZALT 135K sh, better
- RSDE $24.52
- ZALT $34.72
ETF.net Grade
| Pillar | RSDE | ZALT |
|---|---|---|
| Cost | F11 | A82Higher |
| Mission | A80 | |
| Risk | A78 | A80Higher |
| Tradability | D36 | B65Higher |
| Holdings | A89 | |
| Durability | D34 | B61Higher |
Rank among S&P 500 Buffer 9-12% funds
Same Category. RSDE and ZALT are both graded against the same 77 S&P 500 Buffer 9-12% funds, so their Grades compare head to head.
Our read on each fund
RSDED
ZALTA
In short
ZALT The defined-outcome trade on a three-month clock: ZALT follows SPY up to a cap and buffers the first 10% of a decline, then resets both every quarter. Four fresh caps a year, at a fee under the shallow-buffer median.
Stated mandate
ZALT The fund seeks to follow SPY's return up to a predetermined cap while providing a 10% downside buffer over each three-month outcome period. It may be held indefinitely, with the defined outcomes resetting at the end of each period.
Why people hold it
Worth knowing
RSDE vs ZALT Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
RSDE vs ZALT Cost
Overpaying RSDE vs ZALT
$2,770
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
RSDE 0.85%
$16,199
ZALT 0.69%
$13,429
Cost over time
Year by year
| Year | RSDE | ZALT | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $1,232 | $276 |
| 20 | $5,706 | $4,697 | $1,009 |
| 30 | $16,199 | $13,429 | $2,770 |
- 0.85%RSDE
- 0.69%ZALT, cheaper
- Middle half of S&P 500 Buffer 9-12% funds
- Median 0.79%
ZALT 14th cheapest of 77 funds
RSDE 60th cheapest of 77 funds
RSDE vs ZALT Dividends
- RSDE None
- ZALT None
Distribution history
RSDE vs ZALT Risk
Fall from peak · 5 years
Risk facts
- Volatility
- RSDE 6.6%ZALT 3.8%
- Return per unit of risk
- RSDE 1.00ZALT 1.50
- Worst fall
- RSDE −10.7%ZALT −8.2%
- Market sensitivity
- RSDE 0.35ZALT 0.29
Popular comparisons
- 0.85% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.