RTAI vs UBRL

Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and GRANITESHARES 2X LONG UBER DAILY ETF (UBRL, ETF).

RTAI vs UBRL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RTAI(ETF)	UBRL(ETF)
Net Assets	$18M	$18M
Expense Ratio	4.59%	N/A
Max Drawdown	39.82%	60.40%
Sharpe Ratio	0.86	-0.53
5Y Beta	0.20	2.09
5Y Dividends CAGR	19.77%	N/A

Net Assets

RTAI

$18M

UBRL

$18M

Expense Ratio

RTAI

4.59%

UBRL

N/A

Max Drawdown

Winner

RTAI

39.82%

UBRL

60.40%

Sharpe Ratio

Winner

RTAI

0.86

UBRL

-0.53

5Y Beta

Winner

RTAI

0.20

UBRL

2.09

5Y Dividends CAGR

RTAI

19.77%

UBRL

N/A

RTAI vs UBRL - Historical Returns

Returns include dividend reinvestment.

Period	RTAI	UBRL
1 month	-0.43%	-7.97%
3 months	-0.62%	-15.91%
6 months	+1.54%	-45.24%
1 year	+9.68%	-41.86%
5 years(CAGR)	-0.92%	N/A
Max(CAGR)	+1.41%	-21.40%

Winner

RTAI

-0.43%

UBRL

-7.97%

Winner

RTAI

-0.62%

UBRL

-15.91%

Winner

RTAI

+1.54%

UBRL

-45.24%

Winner

RTAI

+9.68%

UBRL

-41.86%

5Y(CAGR)

RTAI

-0.92%

UBRL

N/A

Max(CAGR)

Winner

RTAI

+1.41%

UBRL

-21.40%

RTAI vs UBRL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	RTAI	UBRL
2026	+1.61%	-32.62%
2025	+4.46%	+33.34%
2024	+6.75%	-35.13%
2023	+3.49%	N/A
2022	-22.28%	N/A
2021	+11.19%	N/A
2020	+5.10%	N/A

RTAI vs UBRL 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 UBRL was -56.26%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current RTAI drawdown is -8.21%. The current UBRL drawdown is -55.77%.

Rank	RTAI	UBRL
#1	-34.32% Sep 15, 2021 - Oct 25, 2023	-56.26% Oct 6, 2025 - Mar 27, 2026
#2	-3.55% Feb 10, 2021 - Mar 9, 2021	-54.28% Oct 11, 2024 - Jul 7, 2025
#3	-2.12% Dec 10, 2020 - Dec 31, 2020	-21.09% Jul 8, 2025 - Sep 22, 2025
#4	-1.38% Jul 13, 2021 - Aug 2, 2021	-11.50% Sep 24, 2024 - Oct 9, 2024
#5	-1.17% May 7, 2021 - May 27, 2021	-10.17% Sep 4, 2024 - Sep 13, 2024
#6	-1.06% Mar 11, 2021 - Mar 30, 2021	-6.27% Sep 22, 2025 - Oct 6, 2025
#7	-0.97% Dec 31, 2020 - Jan 13, 2021	-4.01% Sep 19, 2024 - Sep 24, 2024
#8	-0.80% Oct 21, 2020 - Nov 4, 2020	-2.82% Sep 13, 2024 - Sep 17, 2024
#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 UBRL is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101