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ILIT vs RTAI

Comparison between ISHARES LITHIUM MINERS AND PRODUCERS ETF (ILIT, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).

ILIT vs RTAI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ILIT
$18M
RTAI
$18M
Expense Ratio
Winner
ILIT
0.47%
RTAI
4.59%
Max Drawdown
ILIT
75.33%
Winner
RTAI
39.82%
Sharpe Ratio
ILIT
1.00
Winner
RTAI
1.10
5Y Beta
ILIT
1.21
Winner
RTAI
0.19
5Y Dividends CAGR
ILIT
N/A
RTAI
16.36%

ILIT vs RTAI - Historical Returns

Returns include dividend reinvestment.

1M
ILIT
-27.07%
Winner
RTAI
-0.33%
3M
ILIT
-33.37%
Winner
RTAI
+0.63%
6M
ILIT
-25.87%
Winner
RTAI
+1.78%
1Y
Winner
ILIT
+47.92%
RTAI
+11.60%
5Y(CAGR)
ILIT
N/A
RTAI
-1.07%
Max(CAGR)
ILIT
-14.26%
Winner
RTAI
+1.62%

ILIT vs RTAI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearILITRTAI
2026-14.69%+2.97%
2025+81.77%+4.46%
2024-44.29%+6.75%
2023-28.84%+3.49%
2022N/A-22.28%
2021N/A+11.19%
2020N/A+5.10%

ILIT vs RTAI Drawdown Comparison

The maximum drawdown for ILIT was -73.67%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

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

The current ILIT drawdown is -42.49%. The current RTAI drawdown is -6.98%.

RankILITRTAI
#1-73.67%
Jul 13, 2023 - Apr 8, 2025
-34.32%
Sep 15, 2021 - Oct 25, 2023
#2-4.08%
Jul 3, 2023 - Jul 11, 2023
-3.55%
Feb 10, 2021 - Mar 9, 2021
#3-0.93%
Jun 27, 2023 - Jun 30, 2023
-2.12%
Dec 10, 2020 - Dec 31, 2020
#4N/A-1.38%
Jul 13, 2021 - Aug 2, 2021
#5N/A-1.17%
May 7, 2021 - May 27, 2021
#6N/A-1.06%
Mar 11, 2021 - Mar 30, 2021
#7N/A-0.97%
Dec 31, 2020 - Jan 13, 2021
#8N/A-0.80%
Oct 21, 2020 - Nov 4, 2020
#9N/A-0.65%
Aug 24, 2021 - Sep 15, 2021
#10N/A-0.52%
Aug 3, 2021 - Aug 20, 2021
#11N/A-0.46%
Apr 26, 2021 - May 5, 2021
#12N/A-0.36%
Jun 15, 2021 - Jun 18, 2021
#13N/A-0.34%
Nov 10, 2020 - Nov 17, 2020
#14N/A-0.34%
Apr 15, 2021 - Apr 23, 2021
#15N/A-0.28%
Apr 1, 2021 - Apr 6, 2021

Correlation

Correlation between ILIT and RTAI is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.06
-101

Dividend Comparison (2020 - 2026)

ILIT vs RTAI dividend yield comparison.

YearILITRTAI
20260.17%2.82%
20252.27%5.66%
20246.48%5.02%
20230.69%3.07%
20220.00%3.71%
20210.00%4.73%
20200.00%0.48%

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