RTRE vs AIVI
Comparison between RAREVIEW TOTAL RETURN BOND ETF (RTRE, ETF) and WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND (AIVI, ETF).
RTRE vs AIVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RTRE
$62M
Winner
AIVI
$62M
Expense Ratio
RTRE
0.70%
Winner
AIVI
0.58%
Max Drawdown
Winner
RTRE
7.25%
AIVI
70.35%
Sharpe Ratio
RTRE
0.13
Winner
AIVI
1.25
5Y Beta
Winner
RTRE
0.05
AIVI
0.53
5Y Dividends CAGR
RTRE
N/A
AIVI
9.24%
RTRE vs AIVI - Historical Returns
Returns include dividend reinvestment.
1M
RTRE
-0.51%
Winner
AIVI
-0.14%
3M
RTRE
-1.48%
Winner
AIVI
+3.04%
6M
RTRE
-0.23%
Winner
AIVI
+11.87%
1Y
RTRE
+4.43%
Winner
AIVI
+21.39%
5Y(CAGR)
RTRE
N/A
AIVI
+9.63%
10Y(CAGR)
RTRE
N/A
AIVI
+8.39%
Max(CAGR)
RTRE
+3.93%
Winner
AIVI
+5.16%
RTRE vs AIVI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RTRE | AIVI |
|---|---|---|
| 2026 | -0.32% | +7.40% |
| 2025 | +6.60% | +39.34% |
| 2024 | +1.75% | +2.91% |
| 2023 | N/A | +16.97% |
| 2022 | N/A | -10.25% |
| 2021 | N/A | +8.70% |
| 2020 | N/A | -2.14% |
| 2019 | N/A | +18.25% |
| 2018 | N/A | -10.04% |
| 2017 | N/A | +20.01% |
| 2016 | N/A | +3.73% |
| 2015 | N/A | -7.74% |
| 2014 | N/A | -3.13% |
| 2013 | N/A | +17.17% |
| 2012 | N/A | +8.11% |
| 2011 | N/A | -6.78% |
| 2010 | N/A | +2.74% |
| 2009 | N/A | +31.32% |
| 2008 | N/A | -45.35% |
| 2007 | N/A | +11.52% |
| 2006 | N/A | +27.29% |
RTRE vs AIVI Drawdown Comparison
The maximum drawdown for RTRE was -4.98%, occurring on Jan 13, 2025. Recovery took 220 trading sessions.
The maximum drawdown for AIVI was -65.93%, occurring on Mar 9, 2009. Recovery took 3052 trading sessions.
The current RTRE drawdown is -2.67%. The current AIVI drawdown is -4.04%.
| Rank | RTRE | AIVI |
|---|---|---|
| #1 | -4.98% Sep 16, 2024 - Aug 4, 2025 | -65.93% Oct 31, 2007 - Dec 16, 2019 |
| #2 | -3.70% Feb 27, 2026 - May 19, 2026 | -35.42% Jan 17, 2020 - Jan 6, 2021 |
| #3 | -1.31% Jun 13, 2024 - Jul 10, 2024 | -28.06% Jan 14, 2022 - Jul 13, 2023 |
| #4 | -1.17% Oct 28, 2025 - Jan 14, 2026 | -13.88% Jul 19, 2007 - Oct 1, 2007 |
| #5 | -1.07% Aug 2, 2024 - Aug 14, 2024 | -11.71% Sep 27, 2024 - Mar 5, 2025 |
| #6 | -0.74% Sep 16, 2025 - Oct 14, 2025 | -11.42% Mar 19, 2025 - Apr 22, 2025 |
| #7 | -0.71% Jul 17, 2024 - Jul 30, 2024 | -10.92% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -0.64% Jan 14, 2026 - Jan 29, 2026 | -10.43% Jul 26, 2023 - Dec 14, 2023 |
| #9 | -0.62% Jun 5, 2024 - Jun 13, 2024 | -8.43% Jun 14, 2021 - Jan 12, 2022 |
| #10 | -0.57% Aug 26, 2024 - Sep 4, 2024 | -8.13% Feb 26, 2007 - Apr 2, 2007 |
| #11 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -5.14% Jul 11, 2006 - Jul 28, 2006 |
| #12 | -0.40% Aug 14, 2024 - Aug 20, 2024 | -4.85% Jun 4, 2007 - Jul 9, 2007 |
| #13 | -0.39% Jan 29, 2026 - Feb 5, 2026 | -4.81% May 17, 2024 - Jul 12, 2024 |
| #14 | -0.35% Aug 21, 2024 - Aug 23, 2024 | -4.60% Jul 31, 2024 - Aug 16, 2024 |
| #15 | -0.32% Aug 6, 2025 - Aug 13, 2025 | -4.37% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between RTRE and AIVI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
RTRE vs AIVI dividend yield comparison.
| Year | RTRE | AIVI |
|---|---|---|
| 2026 | 1.72% | 0.12% |
| 2025 | 4.02% | 4.70% |
| 2024 | 3.33% | 4.94% |
| 2023 | 0.00% | 5.05% |
| 2022 | 0.00% | 4.32% |
| 2021 | 0.00% | 5.53% |
| 2020 | 0.00% | 3.50% |
| 2019 | 0.00% | 4.31% |
| 2018 | 0.00% | 4.21% |
| 2017 | 0.00% | 3.65% |
| 2016 | 0.00% | 3.98% |
| 2015 | 0.00% | 4.23% |
| 2014 | 0.00% | 5.11% |
| 2013 | 0.00% | 3.67% |
| 2012 | 0.00% | 4.56% |
| 2011 | 0.00% | 4.74% |
| 2010 | 0.00% | 3.76% |
| 2009 | 0.00% | 3.61% |
| 2008 | 0.00% | 11.37% |
| 2007 | 0.00% | 2.57% |
| 2006 | 0.00% | 0.36% |
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