RTAI vs CEW

Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and WISDOMTREE EMERGING CURRENCY STRATEGY FUND (CEW, ETF).

5-Year PerformanceCEW has outperformed RTAI, delivering a return of +4.4% compared to -1.6%

RTAI vs CEW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RTAI(ETF)	CEW(ETF)
Net Assets	$18M	$18M
Expense Ratio	4.59%	0.55%
Max Drawdown	39.82%	33.16%
Sharpe Ratio	0.64	0.93
5Y Beta	0.20	0.15
5Y Dividends CAGR	13.34%	63.59%

Net Assets

RTAI

$18M

CEW

$18M

Expense Ratio

RTAI

4.59%

Winner

CEW

0.55%

Max Drawdown

RTAI

39.82%

Winner

CEW

33.16%

Sharpe Ratio

RTAI

0.64

Winner

CEW

0.93

5Y Beta

RTAI

0.20

Winner

CEW

0.15

5Y Dividends CAGR

RTAI

13.34%

Winner

CEW

63.59%

RTAI vs CEW - Historical Returns

Returns include dividend reinvestment.

Period	RTAI	CEW
1 month	+0.48%	+3.20%
3 months	+0.26%	+3.50%
6 months	-1.20%	+2.45%
1 year	+8.12%	+10.04%
5 years(CAGR)	-1.60%	+4.42%
10 years(CAGR)	N/A	+2.50%
Max(CAGR)	+1.38%	+1.20%

RTAI

+0.48%

Winner

CEW

+3.20%

RTAI

+0.26%

Winner

CEW

+3.50%

RTAI

-1.20%

Winner

CEW

+2.45%

RTAI

+8.12%

Winner

CEW

+10.04%

5Y(CAGR)

RTAI

-1.60%

Winner

CEW

+4.42%

10Y(CAGR)

RTAI

N/A

CEW

+2.50%

Max(CAGR)

Winner

RTAI

+1.38%

CEW

+1.20%

RTAI vs CEW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	RTAI	CEW
2026	+1.74%	+5.72%
2025	+4.46%	+14.11%
2024	+6.75%	-0.28%
2023	+3.49%	+9.59%
2022	-22.28%	-1.53%
2021	+11.19%	-6.60%
2020	+5.10%	-0.04%
2019	N/A	+4.72%
2018	N/A	-5.82%
2017	N/A	+11.67%
2016	N/A	+5.23%
2015	N/A	-9.43%
2014	N/A	-6.35%
2013	N/A	-5.29%
2012	N/A	+5.81%
2011	N/A	-8.16%
2010	N/A	+5.42%
2009	N/A	+6.13%

RTAI vs CEW 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 CEW was -27.89%, occurring on Jan 20, 2016. Recovery took 3706 trading sessions.

The current RTAI drawdown is -8.09%.

Rank	RTAI	CEW
#1	-34.32% Sep 15, 2021 - Oct 25, 2023	-27.89% Apr 29, 2011 - Jan 26, 2026
#2	-3.55% Feb 10, 2021 - Mar 9, 2021	-7.20% Apr 14, 2010 - Sep 21, 2010
#3	-2.12% Dec 10, 2020 - Dec 31, 2020	-4.32% Jan 11, 2010 - Apr 9, 2010
#4	-1.38% Jul 13, 2021 - Aug 2, 2021	-3.87% Nov 4, 2010 - Mar 24, 2011
#5	-1.17% May 7, 2021 - May 27, 2021	-3.85% Feb 25, 2026 - Jun 15, 2026
#6	-1.06% Mar 11, 2021 - Mar 30, 2021	-2.80% Jul 1, 2009 - Jul 20, 2009
#7	-0.97% Dec 31, 2020 - Jan 13, 2021	-2.79% Oct 15, 2009 - Nov 9, 2009
#8	-0.80% Oct 21, 2020 - Nov 4, 2020	-2.55% Aug 3, 2009 - Sep 15, 2009
#9	-0.65% Aug 24, 2021 - Sep 15, 2021	-2.46% Nov 25, 2009 - Jan 6, 2010
#10	-0.52% Aug 3, 2021 - Aug 20, 2021	-1.92% Oct 14, 2010 - Nov 4, 2010
#11	-0.46% Apr 26, 2021 - May 5, 2021	-1.92% Jun 15, 2026 - Jul 30, 2026
#12	-0.36% Jun 15, 2021 - Jun 18, 2021	-1.91% Jun 2, 2009 - Jul 1, 2009
#13	-0.34% Nov 10, 2020 - Nov 17, 2020	-1.48% Jan 27, 2026 - Feb 10, 2026
#14	-0.34% Apr 15, 2021 - Apr 23, 2021	-1.47% Nov 16, 2009 - Nov 25, 2009
#15	-0.28% Apr 1, 2021 - Apr 6, 2021	-1.22% Jul 27, 2009 - Jul 31, 2009

Correlation

Correlation between RTAI and CEW is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2009 - 2026)

RTAI vs CEW dividend yield comparison.

Year	RTAI	CEW
2026	3.25%	0.00%
2025	5.66%	2.47%
2024	5.02%	5.42%
2023	3.07%	2.00%
2022	3.71%	0.80%
2021	4.73%	0.00%
2020	0.48%	0.64%
2019	0.00%	1.90%
2018	0.00%	1.87%
2011	0.00%	5.37%
2010	0.00%	3.72%
2009	0.00%	0.81%