INDE vs RTAI
Comparison between MATTHEWS INDIA ACTIVE ETF (INDE, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).
INDE vs RTAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INDE
$18M
RTAI
$18M
Expense Ratio
Winner
INDE
0.79%
RTAI
4.59%
Max Drawdown
Winner
INDE
24.66%
RTAI
39.82%
Sharpe Ratio
INDE
-0.01
Winner
RTAI
0.64
5Y Beta
INDE
0.43
Winner
RTAI
0.20
5Y Dividends CAGR
INDE
N/A
RTAI
13.34%
INDE vs RTAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INDE
+5.14%
RTAI
+0.48%
3M
Winner
INDE
+11.36%
RTAI
+0.26%
6M
Winner
INDE
+4.22%
RTAI
-1.20%
1Y
INDE
+2.98%
Winner
RTAI
+8.12%
5Y(CAGR)
INDE
N/A
RTAI
-1.60%
Max(CAGR)
Winner
INDE
+7.68%
RTAI
+1.38%
INDE vs RTAI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | INDE | RTAI |
|---|---|---|
| 2026 | +0.64% | +1.74% |
| 2025 | +0.48% | +4.46% |
| 2024 | +11.19% | +6.75% |
| 2023 | +8.18% | +3.49% |
| 2022 | N/A | -22.28% |
| 2021 | N/A | +11.19% |
| 2020 | N/A | +5.10% |
INDE vs RTAI Drawdown Comparison
The maximum drawdown for INDE was -22.89%, occurring on Mar 30, 2026. 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 INDE drawdown is -6.44%. The current RTAI drawdown is -8.09%.
| Rank | INDE | RTAI |
|---|---|---|
| #1 | -22.89% Sep 23, 2024 - Mar 30, 2026 | -34.32% Sep 15, 2021 - Oct 25, 2023 |
| #2 | -6.26% Jun 3, 2024 - Jun 12, 2024 | -3.55% Feb 10, 2021 - Mar 9, 2021 |
| #3 | -5.21% Mar 1, 2024 - Apr 29, 2024 | -2.12% Dec 10, 2020 - Dec 31, 2020 |
| #4 | -4.94% Oct 17, 2023 - Oct 31, 2023 | -1.38% Jul 13, 2021 - Aug 2, 2021 |
| #5 | -4.15% Jul 16, 2024 - Aug 21, 2024 | -1.17% May 7, 2021 - May 27, 2021 |
| #6 | -3.76% May 2, 2024 - May 24, 2024 | -1.06% Mar 11, 2021 - Mar 30, 2021 |
| #7 | -3.18% Feb 7, 2024 - Feb 15, 2024 | -0.97% Dec 31, 2020 - Jan 13, 2021 |
| #8 | -3.05% Jan 12, 2024 - Jan 29, 2024 | -0.80% Oct 21, 2020 - Nov 4, 2020 |
| #9 | -2.96% Oct 31, 2023 - Nov 10, 2023 | -0.65% Aug 24, 2021 - Sep 15, 2021 |
| #10 | -2.30% Dec 19, 2023 - Jan 5, 2024 | -0.52% Aug 3, 2021 - Aug 20, 2021 |
| #11 | -2.07% May 24, 2024 - Jun 3, 2024 | -0.46% Apr 26, 2021 - May 5, 2021 |
| #12 | -2.03% Feb 23, 2024 - Mar 1, 2024 | -0.36% Jun 15, 2021 - Jun 18, 2021 |
| #13 | -1.61% Sep 4, 2024 - Sep 12, 2024 | -0.34% Nov 10, 2020 - Nov 17, 2020 |
| #14 | -1.46% Sep 25, 2023 - Oct 6, 2023 | -0.34% Apr 15, 2021 - Apr 23, 2021 |
| #15 | -1.27% Oct 6, 2023 - Oct 11, 2023 | -0.28% Apr 1, 2021 - Apr 6, 2021 |
Correlation
Correlation between INDE and RTAI is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2020 - 2026)
INDE vs RTAI dividend yield comparison.
| Year | INDE | RTAI |
|---|---|---|
| 2026 | 0.00% | 3.25% |
| 2025 | 1.75% | 5.66% |
| 2024 | 0.56% | 5.02% |
| 2023 | 0.00% | 3.07% |
| 2022 | 0.00% | 3.71% |
| 2021 | 0.00% | 4.73% |
| 2020 | 0.00% | 0.48% |
Select Stocks to Compare
Popular: INDE vs SPYRTAI vs SPY
More Comparisons
Compare with similar stocks