RTAI vs AAPD
Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and DIREXION DAILY AAPL BEAR 1X SHARES (AAPD, ETF).
RTAI vs AAPD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RTAI
$18M
Winner
AAPD
$18M
Expense Ratio
RTAI
4.59%
Winner
AAPD
0.96%
Max Drawdown
Winner
RTAI
39.82%
AAPD
64.20%
Sharpe Ratio
Winner
RTAI
1.08
AAPD
-1.67
5Y Beta
RTAI
0.19
Winner
AAPD
-1.14
5Y Dividends CAGR
RTAI
19.77%
AAPD
N/A
RTAI vs AAPD - Historical Returns
Returns include dividend reinvestment.
1M
RTAI
+0.46%
Winner
AAPD
+1.29%
3M
Winner
RTAI
+1.89%
AAPD
-12.04%
6M
Winner
RTAI
+3.14%
AAPD
-4.24%
1Y
Winner
RTAI
+10.17%
AAPD
-30.94%
5Y(CAGR)
RTAI
-0.77%
AAPD
N/A
Max(CAGR)
Winner
RTAI
+1.62%
AAPD
-14.45%
RTAI vs AAPD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | RTAI | AAPD |
|---|---|---|
| 2026 | +2.81% | -7.12% |
| 2025 | +4.46% | -13.78% |
| 2024 | +6.75% | -24.24% |
| 2023 | +3.49% | -33.01% |
| 2022 | -22.28% | +21.49% |
| 2021 | +11.19% | N/A |
| 2020 | +5.10% | N/A |
RTAI vs AAPD Drawdown Comparison
The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for AAPD was -59.78%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current RTAI drawdown is -7.12%. The current AAPD drawdown is -56.49%.
| Rank | RTAI | AAPD |
|---|---|---|
| #1 | -34.32% Sep 15, 2021 - Oct 25, 2023 | -59.78% Jan 3, 2023 - Jun 2, 2026 |
| #2 | -3.55% Feb 10, 2021 - Mar 9, 2021 | -12.41% Sep 30, 2022 - Nov 9, 2022 |
| #3 | -2.12% Dec 10, 2020 - Dec 31, 2020 | -11.37% Nov 9, 2022 - Dec 19, 2022 |
| #4 | -1.38% Jul 13, 2021 - Aug 2, 2021 | -5.77% Sep 8, 2022 - Sep 15, 2022 |
| #5 | -1.17% May 7, 2021 - May 27, 2021 | -5.62% Aug 9, 2022 - Aug 26, 2022 |
| #6 | -1.06% Mar 11, 2021 - Mar 30, 2021 | -3.89% Sep 16, 2022 - Sep 23, 2022 |
| #7 | -0.97% Dec 31, 2020 - Jan 13, 2021 | -3.02% Dec 28, 2022 - Jan 3, 2023 |
| #8 | -0.80% Oct 21, 2020 - Nov 4, 2020 | -2.34% Dec 20, 2022 - Dec 23, 2022 |
| #9 | -0.65% Aug 24, 2021 - Sep 15, 2021 | -1.04% Sep 23, 2022 - Sep 28, 2022 |
| #10 | -0.52% Aug 3, 2021 - Aug 20, 2021 | -1.00% Sep 6, 2022 - Sep 8, 2022 |
| #11 | -0.46% Apr 26, 2021 - May 5, 2021 | -0.34% Aug 31, 2022 - Sep 2, 2022 |
| #12 | -0.36% Jun 15, 2021 - Jun 18, 2021 | N/A |
| #13 | -0.34% Nov 10, 2020 - Nov 17, 2020 | N/A |
| #14 | -0.34% Apr 15, 2021 - Apr 23, 2021 | N/A |
| #15 | -0.28% Apr 1, 2021 - Apr 6, 2021 | N/A |
Correlation
Correlation between RTAI and AAPD is -0.84 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.84
-101
Dividend Comparison (2020 - 2026)
RTAI vs AAPD dividend yield comparison.
| Year | RTAI | AAPD |
|---|---|---|
| 2026 | 2.42% | 0.69% |
| 2025 | 5.66% | 3.60% |
| 2024 | 5.02% | 4.55% |
| 2023 | 3.07% | 4.37% |
| 2022 | 3.71% | 0.53% |
| 2021 | 4.73% | 0.00% |
| 2020 | 0.48% | 0.00% |
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