RTAI vs MUNX
Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and AMG GW&K MUNI INCOME ETF (MUNX, ETF).
RTAI vs MUNX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RTAI
$18M
MUNX
$18M
Expense Ratio
RTAI
4.59%
Winner
MUNX
0.29%
Max Drawdown
RTAI
39.82%
Winner
MUNX
3.20%
Sharpe Ratio
Winner
RTAI
1.08
MUNX
0.08
5Y Beta
RTAI
0.19
Winner
MUNX
0.11
5Y Dividends CAGR
RTAI
19.77%
MUNX
N/A
RTAI vs MUNX - Historical Returns
Returns include dividend reinvestment.
1M
RTAI
+0.46%
Winner
MUNX
+0.63%
3M
Winner
RTAI
+1.89%
MUNX
+1.20%
6M
Winner
RTAI
+3.14%
MUNX
+2.13%
1Y
RTAI
+10.17%
MUNX
N/A
5Y(CAGR)
RTAI
-0.77%
MUNX
N/A
Max(CAGR)
RTAI
+1.62%
Winner
MUNX
+3.90%
RTAI vs MUNX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | RTAI | MUNX |
|---|---|---|
| 2026 | +2.81% | +1.67% |
| 2025 | +4.46% | +0.52% |
| 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 MUNX 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 MUNX was -2.95%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The current RTAI drawdown is -7.12%. The current MUNX drawdown is -0.39%.
| Rank | RTAI | MUNX |
|---|---|---|
| #1 | -34.32% Sep 15, 2021 - Oct 25, 2023 | -2.95% Feb 26, 2026 - Mar 26, 2026 |
| #2 | -3.55% Feb 10, 2021 - Mar 9, 2021 | -0.36% Nov 11, 2025 - Nov 28, 2025 |
| #3 | -2.12% Dec 10, 2020 - Dec 31, 2020 | -0.33% Nov 28, 2025 - Jan 2, 2026 |
| #4 | -1.38% Jul 13, 2021 - Aug 2, 2021 | -0.27% Jan 14, 2026 - Jan 28, 2026 |
| #5 | -1.17% May 7, 2021 - May 27, 2021 | -0.16% Jan 9, 2026 - Jan 14, 2026 |
| #6 | -1.06% Mar 11, 2021 - Mar 30, 2021 | -0.15% Feb 10, 2026 - Feb 12, 2026 |
| #7 | -0.97% Dec 31, 2020 - Jan 13, 2021 | -0.14% Nov 4, 2025 - Nov 6, 2025 |
| #8 | -0.80% Oct 21, 2020 - Nov 4, 2020 | -0.12% Feb 24, 2026 - Feb 26, 2026 |
| #9 | -0.65% Aug 24, 2021 - Sep 15, 2021 | -0.06% Feb 2, 2026 - Feb 4, 2026 |
| #10 | -0.52% Aug 3, 2021 - Aug 20, 2021 | -0.05% Jan 28, 2026 - Jan 30, 2026 |
| #11 | -0.46% Apr 26, 2021 - May 5, 2021 | -0.05% Feb 17, 2026 - Feb 20, 2026 |
| #12 | -0.36% Jun 15, 2021 - Jun 18, 2021 | -0.03% Nov 6, 2025 - Nov 10, 2025 |
| #13 | -0.34% Nov 10, 2020 - Nov 17, 2020 | -0.02% Oct 31, 2025 - Nov 4, 2025 |
| #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 MUNX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
RTAI vs MUNX dividend yield comparison.
| Year | RTAI | MUNX |
|---|---|---|
| 2026 | 2.42% | 1.40% |
| 2025 | 5.66% | 0.55% |
| 2024 | 5.02% | 0.00% |
| 2023 | 3.07% | 0.00% |
| 2022 | 3.71% | 0.00% |
| 2021 | 4.73% | 0.00% |
| 2020 | 0.48% | 0.00% |
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