CEW vs RTAI

Comparison between WISDOMTREE EMERGING CURRENCY STRATEGY FUND (CEW, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).

5-Year PerformanceCEW has outperformed RTAI, delivering a return of +4.4% compared to -1.6%

CEW vs RTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CEW(ETF)	RTAI(ETF)
Net Assets	$18M	$18M
Expense Ratio	0.55%	4.59%
Max Drawdown	33.16%	39.82%
Sharpe Ratio	0.93	0.64
5Y Beta	0.15	0.20
5Y Dividends CAGR	63.59%	13.34%

Net Assets

CEW

$18M

RTAI

$18M

Expense Ratio

Winner

CEW

0.55%

RTAI

4.59%

Max Drawdown

Winner

CEW

33.16%

RTAI

39.82%

Sharpe Ratio

Winner

CEW

0.93

RTAI

0.64

5Y Beta

Winner

CEW

0.15

RTAI

0.20

5Y Dividends CAGR

Winner

CEW

63.59%

RTAI

13.34%

CEW vs RTAI - Historical Returns

Returns include dividend reinvestment.

Period	CEW	RTAI
1 month	+3.20%	+0.48%
3 months	+3.50%	+0.26%
6 months	+2.45%	-1.20%
1 year	+10.04%	+8.12%
5 years(CAGR)	+4.42%	-1.60%
10 years(CAGR)	+2.50%	N/A
Max(CAGR)	+1.20%	+1.38%

Winner

CEW

+3.20%

RTAI

+0.48%

Winner

CEW

+3.50%

RTAI

+0.26%

Winner

CEW

+2.45%

RTAI

-1.20%

Winner

CEW

+10.04%

RTAI

+8.12%

5Y(CAGR)

Winner

CEW

+4.42%

RTAI

-1.60%

10Y(CAGR)

CEW

+2.50%

RTAI

N/A

Max(CAGR)

CEW

+1.20%

Winner

RTAI

+1.38%

CEW vs RTAI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CEW	RTAI
2026	+5.72%	+1.74%
2025	+14.11%	+4.46%
2024	-0.28%	+6.75%
2023	+9.59%	+3.49%
2022	-1.53%	-22.28%
2021	-6.60%	+11.19%
2020	-0.04%	+5.10%
2019	+4.72%	N/A
2018	-5.82%	N/A
2017	+11.67%	N/A
2016	+5.23%	N/A
2015	-9.43%	N/A
2014	-6.35%	N/A
2013	-5.29%	N/A
2012	+5.81%	N/A
2011	-8.16%	N/A
2010	+5.42%	N/A
2009	+6.13%	N/A

CEW vs RTAI Drawdown Comparison

The maximum drawdown for CEW was -27.89%, occurring on Jan 20, 2016. Recovery took 3706 trading sessions.

The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current RTAI drawdown is -8.09%.

Rank	CEW	RTAI
#1	-27.89% Apr 29, 2011 - Jan 26, 2026	-34.32% Sep 15, 2021 - Oct 25, 2023
#2	-7.20% Apr 14, 2010 - Sep 21, 2010	-3.55% Feb 10, 2021 - Mar 9, 2021
#3	-4.32% Jan 11, 2010 - Apr 9, 2010	-2.12% Dec 10, 2020 - Dec 31, 2020
#4	-3.87% Nov 4, 2010 - Mar 24, 2011	-1.38% Jul 13, 2021 - Aug 2, 2021
#5	-3.85% Feb 25, 2026 - Jun 15, 2026	-1.17% May 7, 2021 - May 27, 2021
#6	-2.80% Jul 1, 2009 - Jul 20, 2009	-1.06% Mar 11, 2021 - Mar 30, 2021
#7	-2.79% Oct 15, 2009 - Nov 9, 2009	-0.97% Dec 31, 2020 - Jan 13, 2021
#8	-2.55% Aug 3, 2009 - Sep 15, 2009	-0.80% Oct 21, 2020 - Nov 4, 2020
#9	-2.46% Nov 25, 2009 - Jan 6, 2010	-0.65% Aug 24, 2021 - Sep 15, 2021
#10	-1.92% Oct 14, 2010 - Nov 4, 2010	-0.52% Aug 3, 2021 - Aug 20, 2021
#11	-1.92% Jun 15, 2026 - Jul 30, 2026	-0.46% Apr 26, 2021 - May 5, 2021
#12	-1.91% Jun 2, 2009 - Jul 1, 2009	-0.36% Jun 15, 2021 - Jun 18, 2021
#13	-1.48% Jan 27, 2026 - Feb 10, 2026	-0.34% Nov 10, 2020 - Nov 17, 2020
#14	-1.47% Nov 16, 2009 - Nov 25, 2009	-0.34% Apr 15, 2021 - Apr 23, 2021
#15	-1.22% Jul 27, 2009 - Jul 31, 2009	-0.28% Apr 1, 2021 - Apr 6, 2021

Correlation

Correlation between CEW and RTAI is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2009 - 2026)

CEW vs RTAI dividend yield comparison.

Year	CEW	RTAI
2026	0.00%	3.25%
2025	2.47%	5.66%
2024	5.42%	5.02%
2023	2.00%	3.07%
2022	0.80%	3.71%
2021	0.00%	4.73%
2020	0.64%	0.48%
2019	1.90%	0.00%
2018	1.87%	0.00%
2011	5.37%	0.00%
2010	3.72%	0.00%
2009	0.81%	0.00%