RTAI vs SHRY
Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).
5-Year PerformanceSHRY has outperformed RTAI, delivering a return of +7.9% compared to -0.9%
RTAI vs SHRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RTAI vs SHRY - Historical Returns
Returns include dividend reinvestment.
RTAI vs SHRY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | RTAI | SHRY |
|---|---|---|
| 2026 | +1.61% | +4.04% |
| 2025 | +4.46% | +7.21% |
| 2024 | +6.75% | +17.84% |
| 2023 | +3.49% | +17.52% |
| 2022 | -22.28% | -14.18% |
| 2021 | +11.19% | +31.62% |
| 2020 | +5.10% | +11.50% |
| 2019 | N/A | +30.14% |
| 2018 | N/A | -9.35% |
| 2017 | N/A | +10.12% |
RTAI vs SHRY 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 SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current RTAI drawdown is -8.21%. The current SHRY drawdown is -3.39%.
| Rank | RTAI | SHRY |
|---|---|---|
| #1 | -34.32% Sep 15, 2021 - Oct 25, 2023 | -36.67% Feb 12, 2020 - Nov 11, 2020 |
| #2 | -3.55% Feb 10, 2021 - Mar 9, 2021 | -23.94% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -2.12% Dec 10, 2020 - Dec 31, 2020 | -19.56% Sep 21, 2018 - Apr 24, 2019 |
| #4 | -1.38% Jul 13, 2021 - Aug 2, 2021 | -15.34% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -1.17% May 7, 2021 - May 27, 2021 | -10.31% Jan 26, 2018 - Aug 28, 2018 |
| #6 | -1.06% Mar 11, 2021 - Mar 30, 2021 | -7.52% Apr 24, 2019 - Jul 1, 2019 |
| #7 | -0.97% Dec 31, 2020 - Jan 13, 2021 | -7.20% Oct 6, 2025 - Jan 14, 2026 |
| #8 | -0.80% Oct 21, 2020 - Nov 4, 2020 | -6.37% Jul 26, 2019 - Sep 12, 2019 |
| #9 | -0.65% Aug 24, 2021 - Sep 15, 2021 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -0.52% Aug 3, 2021 - Aug 20, 2021 | -5.13% Mar 2, 2026 - Mar 18, 2026 |
| #11 | -0.46% Apr 26, 2021 - May 5, 2021 | -4.90% Sep 2, 2021 - Oct 21, 2021 |
| #12 | -0.36% Jun 15, 2021 - Jun 18, 2021 | -4.77% Sep 12, 2019 - Oct 28, 2019 |
| #13 | -0.34% Nov 10, 2020 - Nov 17, 2020 | -4.54% Nov 16, 2021 - Dec 23, 2021 |
| #14 | -0.34% Apr 15, 2021 - Apr 23, 2021 | -4.52% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -0.28% Apr 1, 2021 - Apr 6, 2021 | -4.50% Jul 3, 2025 - Oct 2, 2025 |
Correlation
Correlation between RTAI and SHRY is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2017 - 2026)
RTAI vs SHRY dividend yield comparison.
| Year | RTAI | SHRY |
|---|---|---|
| 2026 | 2.45% | 0.27% |
| 2025 | 5.66% | 1.73% |
| 2024 | 5.02% | 1.76% |
| 2023 | 3.07% | 1.49% |
| 2022 | 3.71% | 1.52% |
| 2021 | 4.73% | 0.98% |
| 2020 | 0.48% | 1.65% |
| 2019 | 0.00% | 1.54% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 0.55% |
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