MUNX vs RTAI

Comparison between AMG GW&K MUNI INCOME ETF (MUNX, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).

MUNX vs RTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUNX(ETF)	RTAI(ETF)
Net Assets	$18M	$18M
Expense Ratio	0.29%	4.59%
Max Drawdown	3.20%	39.82%
Sharpe Ratio	0.08	1.08
5Y Beta	0.11	0.19
5Y Dividends CAGR	N/A	19.77%

Net Assets

MUNX

$18M

Winner

RTAI

$18M

Expense Ratio

Winner

MUNX

0.29%

RTAI

4.59%

Max Drawdown

Winner

MUNX

3.20%

RTAI

39.82%

Sharpe Ratio

MUNX

0.08

Winner

RTAI

1.08

5Y Beta

Winner

MUNX

0.11

RTAI

0.19

5Y Dividends CAGR

MUNX

N/A

RTAI

19.77%

MUNX vs RTAI - Historical Returns

Returns include dividend reinvestment.

Period	MUNX	RTAI
1 month	+0.63%	+0.46%
3 months	+1.20%	+1.89%
6 months	+2.13%	+3.14%
1 year	N/A	+10.17%
5 years(CAGR)	N/A	-0.77%
Max(CAGR)	+3.90%	+1.62%

Winner

MUNX

+0.63%

RTAI

+0.46%

MUNX

+1.20%

Winner

RTAI

+1.89%

MUNX

+2.13%

Winner

RTAI

+3.14%

MUNX

N/A

RTAI

+10.17%

5Y(CAGR)

MUNX

N/A

RTAI

-0.77%

Max(CAGR)

Winner

MUNX

+3.90%

RTAI

+1.62%

MUNX vs RTAI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	MUNX	RTAI
2026	+1.67%	+2.81%
2025	+0.52%	+4.46%
2024	N/A	+6.75%
2023	N/A	+3.49%
2022	N/A	-22.28%
2021	N/A	+11.19%
2020	N/A	+5.10%

MUNX vs RTAI Drawdown Comparison

The maximum drawdown for MUNX was -2.95%, occurring on Mar 26, 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 MUNX drawdown is -0.39%. The current RTAI drawdown is -7.12%.

Rank	MUNX	RTAI
#1	-2.95% Feb 26, 2026 - Mar 26, 2026	-34.32% Sep 15, 2021 - Oct 25, 2023
#2	-0.36% Nov 11, 2025 - Nov 28, 2025	-3.55% Feb 10, 2021 - Mar 9, 2021
#3	-0.33% Nov 28, 2025 - Jan 2, 2026	-2.12% Dec 10, 2020 - Dec 31, 2020
#4	-0.27% Jan 14, 2026 - Jan 28, 2026	-1.38% Jul 13, 2021 - Aug 2, 2021
#5	-0.16% Jan 9, 2026 - Jan 14, 2026	-1.17% May 7, 2021 - May 27, 2021
#6	-0.15% Feb 10, 2026 - Feb 12, 2026	-1.06% Mar 11, 2021 - Mar 30, 2021
#7	-0.14% Nov 4, 2025 - Nov 6, 2025	-0.97% Dec 31, 2020 - Jan 13, 2021
#8	-0.12% Feb 24, 2026 - Feb 26, 2026	-0.80% Oct 21, 2020 - Nov 4, 2020
#9	-0.06% Feb 2, 2026 - Feb 4, 2026	-0.65% Aug 24, 2021 - Sep 15, 2021
#10	-0.05% Jan 28, 2026 - Jan 30, 2026	-0.52% Aug 3, 2021 - Aug 20, 2021
#11	-0.05% Feb 17, 2026 - Feb 20, 2026	-0.46% Apr 26, 2021 - May 5, 2021
#12	-0.03% Nov 6, 2025 - Nov 10, 2025	-0.36% Jun 15, 2021 - Jun 18, 2021
#13	-0.02% Oct 31, 2025 - Nov 4, 2025	-0.34% Nov 10, 2020 - Nov 17, 2020
#14	N/A	-0.34% Apr 15, 2021 - Apr 23, 2021
#15	N/A	-0.28% Apr 1, 2021 - Apr 6, 2021