RTRE vs IRTR
Comparison between RAREVIEW TOTAL RETURN BOND ETF (RTRE, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
RTRE vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RTRE
$57M
IRTR
$57M
Expense Ratio
RTRE
0.70%
Winner
IRTR
0.08%
Max Drawdown
Winner
RTRE
7.25%
IRTR
7.47%
Sharpe Ratio
RTRE
-0.02
Winner
IRTR
1.08
5Y Beta
Winner
RTRE
0.05
IRTR
0.37
RTRE vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RTRE
-0.36%
IRTR
-0.44%
3M
RTRE
-0.81%
Winner
IRTR
+1.95%
6M
RTRE
-0.53%
Winner
IRTR
+3.85%
1Y
RTRE
+3.31%
Winner
IRTR
+10.57%
Max(CAGR)
RTRE
+3.76%
Winner
IRTR
+13.13%
RTRE vs IRTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | RTRE | IRTR |
|---|---|---|
| 2026 | -0.19% | +4.49% |
| 2025 | +6.60% | +12.80% |
| 2024 | +1.75% | +8.21% |
| 2023 | N/A | +10.63% |
RTRE vs IRTR Drawdown Comparison
The maximum drawdown for RTRE was -4.98%, occurring on Jan 13, 2025. Recovery took 220 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current RTRE drawdown is -2.54%. The current IRTR drawdown is -0.83%.
| Rank | RTRE | IRTR |
|---|---|---|
| #1 | -4.98% Sep 16, 2024 - Aug 4, 2025 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -3.70% Feb 27, 2026 - May 19, 2026 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -1.31% Jun 13, 2024 - Jul 10, 2024 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -1.17% Oct 28, 2025 - Jan 14, 2026 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -1.07% Aug 2, 2024 - Aug 14, 2024 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -0.74% Sep 16, 2025 - Oct 14, 2025 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -0.71% Jul 17, 2024 - Jul 30, 2024 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -0.64% Jan 14, 2026 - Jan 29, 2026 | -1.91% Jun 2, 2026 - Jul 6, 2026 |
| #9 | -0.62% Jun 5, 2024 - Jun 13, 2024 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #10 | -0.57% Aug 26, 2024 - Sep 4, 2024 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -0.40% Aug 14, 2024 - Aug 20, 2024 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -0.39% Jan 29, 2026 - Feb 5, 2026 | -1.15% Jul 6, 2026 - Jul 20, 2026 |
| #14 | -0.35% Aug 21, 2024 - Aug 23, 2024 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #15 | -0.32% Aug 6, 2025 - Aug 13, 2025 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
Correlation
Correlation between RTRE and IRTR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
RTRE vs IRTR dividend yield comparison.
| Year | RTRE | IRTR |
|---|---|---|
| 2026 | 2.13% | 1.55% |
| 2025 | 4.02% | 3.03% |
| 2024 | 3.33% | 3.03% |
| 2023 | 0.00% | 0.85% |
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