RTAI vs ILIT
Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and ISHARES LITHIUM MINERS AND PRODUCERS ETF (ILIT, ETF).
RTAI vs ILIT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RTAI
$18M
Winner
ILIT
$18M
Expense Ratio
RTAI
4.59%
Winner
ILIT
0.47%
Max Drawdown
Winner
RTAI
39.82%
ILIT
75.33%
Sharpe Ratio
Winner
RTAI
1.10
ILIT
1.00
5Y Beta
Winner
RTAI
0.19
ILIT
1.21
5Y Dividends CAGR
RTAI
16.36%
ILIT
N/A
RTAI vs ILIT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RTAI
-0.33%
ILIT
-27.07%
3M
Winner
RTAI
+0.63%
ILIT
-33.37%
6M
Winner
RTAI
+1.78%
ILIT
-25.87%
1Y
RTAI
+11.60%
Winner
ILIT
+47.92%
5Y(CAGR)
RTAI
-1.07%
ILIT
N/A
Max(CAGR)
Winner
RTAI
+1.62%
ILIT
-14.26%
RTAI vs ILIT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | RTAI | ILIT |
|---|---|---|
| 2026 | +2.97% | -14.69% |
| 2025 | +4.46% | +81.77% |
| 2024 | +6.75% | -44.29% |
| 2023 | +3.49% | -28.84% |
| 2022 | -22.28% | N/A |
| 2021 | +11.19% | N/A |
| 2020 | +5.10% | N/A |
RTAI vs ILIT 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 ILIT was -73.67%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current RTAI drawdown is -6.98%. The current ILIT drawdown is -42.49%.
| Rank | RTAI | ILIT |
|---|---|---|
| #1 | -34.32% Sep 15, 2021 - Oct 25, 2023 | -73.67% Jul 13, 2023 - Apr 8, 2025 |
| #2 | -3.55% Feb 10, 2021 - Mar 9, 2021 | -4.08% Jul 3, 2023 - Jul 11, 2023 |
| #3 | -2.12% Dec 10, 2020 - Dec 31, 2020 | -0.93% Jun 27, 2023 - Jun 30, 2023 |
| #4 | -1.38% Jul 13, 2021 - Aug 2, 2021 | N/A |
| #5 | -1.17% May 7, 2021 - May 27, 2021 | N/A |
| #6 | -1.06% Mar 11, 2021 - Mar 30, 2021 | N/A |
| #7 | -0.97% Dec 31, 2020 - Jan 13, 2021 | N/A |
| #8 | -0.80% Oct 21, 2020 - Nov 4, 2020 | N/A |
| #9 | -0.65% Aug 24, 2021 - Sep 15, 2021 | N/A |
| #10 | -0.52% Aug 3, 2021 - Aug 20, 2021 | N/A |
| #11 | -0.46% Apr 26, 2021 - May 5, 2021 | N/A |
| #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 ILIT is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.06
-101
Dividend Comparison (2020 - 2026)
RTAI vs ILIT dividend yield comparison.
| Year | RTAI | ILIT |
|---|---|---|
| 2026 | 2.82% | 0.17% |
| 2025 | 5.66% | 2.27% |
| 2024 | 5.02% | 6.48% |
| 2023 | 3.07% | 0.69% |
| 2022 | 3.71% | 0.00% |
| 2021 | 4.73% | 0.00% |
| 2020 | 0.48% | 0.00% |
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