JUNT vs RTAI
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF (JUNT, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).
JUNT vs RTAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JUNT
$18M
Winner
RTAI
$18M
Expense Ratio
Winner
JUNT
0.74%
RTAI
4.59%
Max Drawdown
Winner
JUNT
12.78%
RTAI
39.82%
Sharpe Ratio
Winner
JUNT
1.32
RTAI
0.99
5Y Beta
JUNT
0.59
Winner
RTAI
0.19
5Y Dividends CAGR
JUNT
N/A
RTAI
19.77%
JUNT vs RTAI - Historical Returns
Returns include dividend reinvestment.
1M
JUNT
-0.85%
Winner
RTAI
+0.46%
3M
Winner
JUNT
+3.53%
RTAI
+1.89%
6M
Winner
JUNT
+3.81%
RTAI
+3.14%
1Y
Winner
JUNT
+12.08%
RTAI
+10.17%
5Y(CAGR)
JUNT
N/A
RTAI
-0.77%
Max(CAGR)
Winner
JUNT
+14.05%
RTAI
+1.62%
JUNT vs RTAI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JUNT | RTAI |
|---|---|---|
| 2026 | +3.11% | +2.81% |
| 2025 | +12.53% | +4.46% |
| 2024 | +16.31% | +6.75% |
| 2023 | +10.62% | +3.49% |
| 2022 | N/A | -22.28% |
| 2021 | N/A | +11.19% |
| 2020 | N/A | +5.10% |
JUNT vs RTAI Drawdown Comparison
The maximum drawdown for JUNT was -12.78%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current JUNT drawdown is -1.38%. The current RTAI drawdown is -7.12%.
| Rank | JUNT | RTAI |
|---|---|---|
| #1 | -12.78% Feb 19, 2025 - May 16, 2025 | -34.32% Sep 15, 2021 - Oct 25, 2023 |
| #2 | -6.72% Jul 28, 2023 - Nov 17, 2023 | -3.55% Feb 10, 2021 - Mar 9, 2021 |
| #3 | -5.33% Jul 16, 2024 - Aug 19, 2024 | -2.12% Dec 10, 2020 - Dec 31, 2020 |
| #4 | -4.08% Feb 25, 2026 - Apr 9, 2026 | -1.38% Jul 13, 2021 - Aug 2, 2021 |
| #5 | -2.74% Jun 2, 2026 - Jun 10, 2026 | -1.17% May 7, 2021 - May 27, 2021 |
| #6 | -2.65% Aug 30, 2024 - Sep 19, 2024 | -1.06% Mar 11, 2021 - Mar 30, 2021 |
| #7 | -2.60% May 19, 2025 - Jun 6, 2025 | -0.97% Dec 31, 2020 - Jan 13, 2021 |
| #8 | -2.00% Oct 27, 2025 - Nov 28, 2025 | -0.80% Oct 21, 2020 - Nov 4, 2020 |
| #9 | -1.73% Dec 6, 2024 - Jan 21, 2025 | -0.65% Aug 24, 2021 - Sep 15, 2021 |
| #10 | -1.42% Apr 11, 2024 - Apr 26, 2024 | -0.52% Aug 3, 2021 - Aug 20, 2021 |
| #11 | -1.27% Oct 18, 2024 - Nov 6, 2024 | -0.46% Apr 26, 2021 - May 5, 2021 |
| #12 | -1.27% Oct 8, 2025 - Oct 20, 2025 | -0.36% Jun 15, 2021 - Jun 18, 2021 |
| #13 | -1.18% Dec 27, 2023 - Jan 10, 2024 | -0.34% Nov 10, 2020 - Nov 17, 2020 |
| #14 | -1.14% Jun 15, 2023 - Jun 30, 2023 | -0.34% Apr 15, 2021 - Apr 23, 2021 |
| #15 | -1.14% Jul 28, 2025 - Aug 8, 2025 | -0.28% Apr 1, 2021 - Apr 6, 2021 |
Correlation
Correlation between JUNT and RTAI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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