RTAI vs QIG

Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and WISDOMTREE U.S. CORPORATE BOND FUND (QIG, ETF).

5-Year PerformanceQIG has outperformed RTAI, delivering a return of +0.5% compared to -0.9%

RTAI vs QIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RTAI(ETF)	QIG(ETF)
Net Assets	$18M	$18M
Expense Ratio	4.59%	0.18%
Max Drawdown	39.82%	27.35%
Sharpe Ratio	0.86	0.33
5Y Beta	0.20	0.10
5Y Dividends CAGR	19.77%	9.69%

Net Assets

RTAI

$18M

QIG

$18M

Expense Ratio

RTAI

4.59%

Winner

QIG

0.18%

Max Drawdown

RTAI

39.82%

Winner

QIG

27.35%

Sharpe Ratio

Winner

RTAI

0.86

QIG

0.33

5Y Beta

RTAI

0.20

Winner

QIG

0.10

5Y Dividends CAGR

Winner

RTAI

19.77%

QIG

9.69%

RTAI vs QIG - Historical Returns

Returns include dividend reinvestment.

Period	RTAI	QIG
1 month	-0.43%	+0.02%
3 months	-0.62%	-0.52%
6 months	+1.54%	+0.35%
1 year	+9.68%	+5.27%
5 years(CAGR)	-0.92%	+0.50%
10 years(CAGR)	N/A	+2.47%
Max(CAGR)	+1.41%	+2.42%

RTAI

-0.43%

Winner

QIG

+0.02%

RTAI

-0.62%

Winner

QIG

-0.52%

Winner

RTAI

+1.54%

QIG

+0.35%

Winner

RTAI

+9.68%

QIG

+5.27%

5Y(CAGR)

RTAI

-0.92%

Winner

QIG

+0.50%

10Y(CAGR)

RTAI

N/A

QIG

+2.47%

Max(CAGR)

RTAI

+1.41%

Winner

QIG

+2.42%

RTAI vs QIG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	RTAI	QIG
2026	+1.61%	+0.29%
2025	+4.46%	+7.83%
2024	+6.75%	+2.83%
2023	+3.49%	+7.88%
2022	-22.28%	-15.49%
2021	+11.19%	-0.94%
2020	+5.10%	+9.58%
2019	N/A	+13.66%
2018	N/A	-1.31%
2017	N/A	+7.08%
2016	N/A	-1.80%

RTAI vs QIG 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 QIG was -22.92%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current RTAI drawdown is -8.21%. The current QIG drawdown is -1.60%.

Rank	RTAI	QIG
#1	-34.32% Sep 15, 2021 - Oct 25, 2023	-22.92% Aug 4, 2021 - Oct 20, 2022
#2	-3.55% Feb 10, 2021 - Mar 9, 2021	-20.24% Mar 6, 2020 - Jun 15, 2020
#3	-2.12% Dec 10, 2020 - Dec 31, 2020	-7.13% Nov 30, 2020 - Jul 27, 2021
#4	-1.38% Jul 13, 2021 - Aug 2, 2021	-4.54% Aug 26, 2016 - Jun 26, 2017
#5	-1.17% May 7, 2021 - May 27, 2021	-4.15% Dec 27, 2017 - Jan 31, 2019
#6	-1.06% Mar 11, 2021 - Mar 30, 2021	-2.87% Aug 6, 2020 - Nov 19, 2020
#7	-0.97% Dec 31, 2020 - Jan 13, 2021	-2.56% Sep 4, 2019 - Nov 25, 2019
#8	-0.80% Oct 21, 2020 - Nov 4, 2020	-1.65% Aug 2, 2017 - Oct 13, 2017
#9	-0.65% Aug 24, 2021 - Sep 15, 2021	-1.38% May 3, 2016 - Jun 13, 2016
#10	-0.52% Aug 3, 2021 - Aug 20, 2021	-1.19% Jun 26, 2017 - Jul 28, 2017
#11	-0.46% Apr 26, 2021 - May 5, 2021	-1.18% Jul 3, 2019 - Aug 1, 2019
#12	-0.36% Jun 15, 2021 - Jun 18, 2021	-0.89% Oct 13, 2017 - Dec 19, 2017
#13	-0.34% Nov 10, 2020 - Nov 17, 2020	-0.75% Feb 24, 2020 - Feb 28, 2020
#14	-0.34% Apr 15, 2021 - Apr 23, 2021	-0.56% Jul 27, 2016 - Aug 26, 2016
#15	-0.28% Apr 1, 2021 - Apr 6, 2021	-0.56% Jun 13, 2016 - Jun 24, 2016

Correlation

Correlation between RTAI and QIG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2016 - 2026)

RTAI vs QIG dividend yield comparison.

Year	RTAI	QIG
2026	2.45%	2.03%
2025	5.66%	4.82%
2024	5.02%	4.67%
2023	3.07%	4.19%
2022	3.71%	4.25%
2021	4.73%	2.50%
2020	0.48%	2.61%
2019	0.00%	3.00%
2018	0.00%	3.27%
2017	0.00%	2.88%
2016	0.00%	2.36%