RTAI vs XLUI
Comparison between RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF) and STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF).
RTAI vs XLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RTAI vs XLUI - Historical Returns
Returns include dividend reinvestment.
RTAI vs XLUI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | RTAI | XLUI |
|---|---|---|
| 2026 | +3.09% | +6.74% |
| 2025 | +4.46% | +0.51% |
| 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 XLUI 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 XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.
The current RTAI drawdown is -6.87%. The current XLUI drawdown is -2.27%.
| Rank | RTAI | XLUI |
|---|---|---|
| #1 | -34.32% Sep 15, 2021 - Oct 25, 2023 | -6.02% Oct 15, 2025 - Feb 13, 2026 |
| #2 | -3.55% Feb 10, 2021 - Mar 9, 2021 | -5.82% Apr 9, 2026 - Jun 1, 2026 |
| #3 | -2.12% Dec 10, 2020 - Dec 31, 2020 | -4.21% Mar 17, 2026 - Apr 8, 2026 |
| #4 | -1.38% Jul 13, 2021 - Aug 2, 2021 | -3.35% Aug 22, 2025 - Sep 15, 2025 |
| #5 | -1.17% May 7, 2021 - May 27, 2021 | -1.61% Sep 15, 2025 - Sep 23, 2025 |
| #6 | -1.06% Mar 11, 2021 - Mar 30, 2021 | -1.19% Mar 2, 2026 - Mar 16, 2026 |
| #7 | -0.97% Dec 31, 2020 - Jan 13, 2021 | -0.76% Aug 13, 2025 - Aug 20, 2025 |
| #8 | -0.80% Oct 21, 2020 - Nov 4, 2020 | -0.67% Aug 4, 2025 - Aug 12, 2025 |
| #9 | -0.65% Aug 24, 2021 - Sep 15, 2021 | -0.57% Sep 24, 2025 - Sep 26, 2025 |
| #10 | -0.52% Aug 3, 2021 - Aug 20, 2021 | -0.45% Aug 20, 2025 - Aug 22, 2025 |
| #11 | -0.46% Apr 26, 2021 - May 5, 2021 | -0.36% Feb 13, 2026 - Feb 19, 2026 |
| #12 | -0.36% Jun 15, 2021 - Jun 18, 2021 | -0.18% Feb 25, 2026 - Feb 27, 2026 |
| #13 | -0.34% Nov 10, 2020 - Nov 17, 2020 | -0.16% Oct 9, 2025 - Oct 13, 2025 |
| #14 | -0.34% Apr 15, 2021 - Apr 23, 2021 | -0.07% Oct 1, 2025 - Oct 3, 2025 |
| #15 | -0.28% Apr 1, 2021 - Apr 6, 2021 | N/A |
Correlation
Correlation between RTAI and XLUI is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2020 - 2026)
RTAI vs XLUI dividend yield comparison.
| Year | RTAI | XLUI |
|---|---|---|
| 2026 | 2.42% | 5.51% |
| 2025 | 5.66% | 7.12% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks