RTAI vs CBOJ

Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and Calamos Bitcoin Structured Alt Protection ETF January (CBOJ, ETF).

RTAI vs CBOJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RTAI(ETF)	CBOJ(ETF)
Net Assets	$18M	$18M
Expense Ratio	4.59%	0.69%
Max Drawdown	39.82%	11.22%
Sharpe Ratio	0.64	-1.76
5Y Beta	0.20	0.08
5Y Dividends CAGR	13.34%	N/A

Net Assets

RTAI

$18M

Winner

CBOJ

$18M

Expense Ratio

RTAI

4.59%

Winner

CBOJ

0.69%

Max Drawdown

RTAI

39.82%

Winner

CBOJ

11.22%

Sharpe Ratio

Winner

RTAI

0.64

CBOJ

-1.76

5Y Beta

RTAI

0.20

Winner

CBOJ

0.08

5Y Dividends CAGR

RTAI

13.34%

CBOJ

N/A

RTAI vs CBOJ - Historical Returns

Returns include dividend reinvestment.

Period	RTAI	CBOJ
1 month	+0.48%	+2.09%
3 months	+0.26%	+0.73%
6 months	-1.20%	+1.79%
1 year	+8.12%	-3.75%
5 years(CAGR)	-1.60%	N/A
Max(CAGR)	+1.38%	-0.21%

RTAI

+0.48%

Winner

CBOJ

+2.09%

RTAI

+0.26%

Winner

CBOJ

+0.73%

RTAI

-1.20%

Winner

CBOJ

+1.79%

Winner

RTAI

+8.12%

CBOJ

-3.75%

5Y(CAGR)

RTAI

-1.60%

CBOJ

N/A

Max(CAGR)

Winner

RTAI

+1.38%

CBOJ

-0.21%

RTAI vs CBOJ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	RTAI	CBOJ
2026	+1.74%	+0.29%
2025	+4.46%	-0.82%
2024	+6.75%	N/A
2023	+3.49%	N/A
2022	-22.28%	N/A
2021	+11.19%	N/A
2020	+5.10%	N/A

RTAI vs CBOJ 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 CBOJ was -8.44%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current RTAI drawdown is -8.09%. The current CBOJ drawdown is -5.95%.

Rank	RTAI	CBOJ
#1	-34.32% Sep 15, 2021 - Oct 25, 2023	-8.44% Oct 6, 2025 - Jun 30, 2026
#2	-3.55% Feb 10, 2021 - Mar 9, 2021	-1.70% Jan 30, 2025 - May 1, 2025
#3	-2.12% Dec 10, 2020 - Dec 31, 2020	-1.58% Aug 13, 2025 - Sep 18, 2025
#4	-1.38% Jul 13, 2021 - Aug 2, 2021	-1.33% Sep 18, 2025 - Oct 1, 2025
#5	-1.17% May 7, 2021 - May 27, 2021	-0.91% May 22, 2025 - Jun 26, 2025
#6	-1.06% Mar 11, 2021 - Mar 30, 2021	-0.65% Jul 14, 2025 - Aug 7, 2025
#7	-0.97% Dec 31, 2020 - Jan 13, 2021	-0.27% Jun 26, 2025 - Jul 2, 2025
#8	-0.80% Oct 21, 2020 - Nov 4, 2020	-0.15% May 15, 2025 - May 19, 2025
#9	-0.65% Aug 24, 2021 - Sep 15, 2021	-0.12% Jul 3, 2025 - Jul 9, 2025
#10	-0.52% Aug 3, 2021 - Aug 20, 2021	-0.09% Aug 7, 2025 - Aug 11, 2025
#11	-0.46% Apr 26, 2021 - May 5, 2021	-0.09% May 13, 2025 - May 15, 2025
#12	-0.36% Jun 15, 2021 - Jun 18, 2021	-0.08% Jan 23, 2025 - Jan 29, 2025
#13	-0.34% Nov 10, 2020 - Nov 17, 2020	-0.08% May 9, 2025 - May 13, 2025
#14	-0.34% Apr 15, 2021 - Apr 23, 2021	-0.00% May 5, 2025 - May 7, 2025
#15	-0.28% Apr 1, 2021 - Apr 6, 2021	N/A

Correlation

Correlation between RTAI and CBOJ is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101