QIG vs RTAI

Comparison between WISDOMTREE U.S. CORPORATE BOND FUND (QIG, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).

5-Year PerformanceQIG has outperformed RTAI, delivering a return of +0.5% compared to -0.9%

QIG vs RTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QIG(ETF)	RTAI(ETF)
Net Assets	$18M	$18M
Expense Ratio	0.18%	4.59%
Max Drawdown	27.35%	39.82%
Sharpe Ratio	0.33	0.86
5Y Beta	0.10	0.20
5Y Dividends CAGR	9.69%	19.77%

Net Assets

QIG

$18M

RTAI

$18M

Expense Ratio

Winner

QIG

0.18%

RTAI

4.59%

Max Drawdown

Winner

QIG

27.35%

RTAI

39.82%

Sharpe Ratio

QIG

0.33

Winner

RTAI

0.86

5Y Beta

Winner

QIG

0.10

RTAI

0.20

5Y Dividends CAGR

QIG

9.69%

Winner

RTAI

19.77%

QIG vs RTAI - Historical Returns

Returns include dividend reinvestment.

Period	QIG	RTAI
1 month	+0.02%	-0.43%
3 months	-0.52%	-0.62%
6 months	+0.35%	+1.54%
1 year	+5.27%	+9.68%
5 years(CAGR)	+0.50%	-0.92%
10 years(CAGR)	+2.47%	N/A
Max(CAGR)	+2.42%	+1.41%

Winner

QIG

+0.02%

RTAI

-0.43%

Winner

QIG

-0.52%

RTAI

-0.62%

QIG

+0.35%

Winner

RTAI

+1.54%

QIG

+5.27%

Winner

RTAI

+9.68%

5Y(CAGR)

Winner

QIG

+0.50%

RTAI

-0.92%

10Y(CAGR)

QIG

+2.47%

RTAI

N/A

Max(CAGR)

Winner

QIG

+2.42%

RTAI

+1.41%

QIG vs RTAI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	QIG	RTAI
2026	+0.29%	+1.61%
2025	+7.83%	+4.46%
2024	+2.83%	+6.75%
2023	+7.88%	+3.49%
2022	-15.49%	-22.28%
2021	-0.94%	+11.19%
2020	+9.58%	+5.10%
2019	+13.66%	N/A
2018	-1.31%	N/A
2017	+7.08%	N/A
2016	-1.80%	N/A

QIG vs RTAI Drawdown Comparison

The maximum drawdown for QIG was -22.92%, occurring on Oct 20, 2022. 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 QIG drawdown is -1.60%. The current RTAI drawdown is -8.21%.

Rank	QIG	RTAI
#1	-22.92% Aug 4, 2021 - Oct 20, 2022	-34.32% Sep 15, 2021 - Oct 25, 2023
#2	-20.24% Mar 6, 2020 - Jun 15, 2020	-3.55% Feb 10, 2021 - Mar 9, 2021
#3	-7.13% Nov 30, 2020 - Jul 27, 2021	-2.12% Dec 10, 2020 - Dec 31, 2020
#4	-4.54% Aug 26, 2016 - Jun 26, 2017	-1.38% Jul 13, 2021 - Aug 2, 2021
#5	-4.15% Dec 27, 2017 - Jan 31, 2019	-1.17% May 7, 2021 - May 27, 2021
#6	-2.87% Aug 6, 2020 - Nov 19, 2020	-1.06% Mar 11, 2021 - Mar 30, 2021
#7	-2.56% Sep 4, 2019 - Nov 25, 2019	-0.97% Dec 31, 2020 - Jan 13, 2021
#8	-1.65% Aug 2, 2017 - Oct 13, 2017	-0.80% Oct 21, 2020 - Nov 4, 2020
#9	-1.38% May 3, 2016 - Jun 13, 2016	-0.65% Aug 24, 2021 - Sep 15, 2021
#10	-1.19% Jun 26, 2017 - Jul 28, 2017	-0.52% Aug 3, 2021 - Aug 20, 2021
#11	-1.18% Jul 3, 2019 - Aug 1, 2019	-0.46% Apr 26, 2021 - May 5, 2021
#12	-0.89% Oct 13, 2017 - Dec 19, 2017	-0.36% Jun 15, 2021 - Jun 18, 2021
#13	-0.75% Feb 24, 2020 - Feb 28, 2020	-0.34% Nov 10, 2020 - Nov 17, 2020
#14	-0.56% Jul 27, 2016 - Aug 26, 2016	-0.34% Apr 15, 2021 - Apr 23, 2021
#15	-0.56% Jun 13, 2016 - Jun 24, 2016	-0.28% Apr 1, 2021 - Apr 6, 2021

Correlation

Correlation between QIG and RTAI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2016 - 2026)

QIG vs RTAI dividend yield comparison.

Year	QIG	RTAI
2026	2.03%	2.45%
2025	4.82%	5.66%
2024	4.67%	5.02%
2023	4.19%	3.07%
2022	4.25%	3.71%
2021	2.50%	4.73%
2020	2.61%	0.48%
2019	3.00%	0.00%
2018	3.27%	0.00%
2017	2.88%	0.00%
2016	2.36%	0.00%