TBJL vs RTAI

Comparison between Innovator 20+ Year Treasury Bond 9 Buffer ETF - July (TBJL, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).

5-Year PerformanceRTAI has outperformed TBJL, delivering a return of -1.1% compared to -4.4%

TBJL vs RTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBJL(ETF)	RTAI(ETF)
Net Assets	$18M	$18M
Expense Ratio	0.79%	4.59%
Max Drawdown	29.36%	39.82%
Sharpe Ratio	-0.81	1.10
5Y Beta	0.02	0.19
5Y Dividends CAGR	N/A	16.36%

Net Assets

TBJL

$18M

RTAI

$18M

Expense Ratio

Winner

TBJL

0.79%

RTAI

4.59%

Max Drawdown

Winner

TBJL

29.36%

RTAI

39.82%

Sharpe Ratio

TBJL

-0.81

Winner

RTAI

1.10

5Y Beta

Winner

TBJL

0.02

RTAI

0.19

5Y Dividends CAGR

TBJL

N/A

RTAI

16.36%

TBJL vs RTAI - Historical Returns

Returns include dividend reinvestment.

Period	TBJL	RTAI
1 month	-3.45%	-0.33%
3 months	-3.60%	+0.63%
6 months	-3.89%	+1.78%
1 year	-1.69%	+11.60%
5 years(CAGR)	-4.41%	-1.07%
Max(CAGR)	-4.45%	+1.62%

TBJL

-3.45%

Winner

RTAI

-0.33%

TBJL

-3.60%

Winner

RTAI

+0.63%

TBJL

-3.89%

Winner

RTAI

+1.78%

TBJL

-1.69%

Winner

RTAI

+11.60%

5Y(CAGR)

TBJL

-4.41%

Winner

RTAI

-1.07%

Max(CAGR)

TBJL

-4.45%

Winner

RTAI

+1.62%

TBJL vs RTAI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	TBJL	RTAI
2026	-3.87%	+2.97%
2025	+1.39%	+4.46%
2024	-2.69%	+6.75%
2023	+2.73%	+3.49%
2022	-19.88%	-22.28%
2021	-0.52%	+11.19%
2020	-1.92%	+5.10%

TBJL vs RTAI Drawdown Comparison

The maximum drawdown for TBJL was -29.36%, occurring on Oct 20, 2023. This drawdown has not yet recovered.

The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current TBJL drawdown is -23.63%. The current RTAI drawdown is -6.98%.

Rank	TBJL	RTAI
#1	-29.36% Aug 18, 2020 - Oct 20, 2023	-34.32% Sep 15, 2021 - Oct 25, 2023
#2	N/A	-3.55% Feb 10, 2021 - Mar 9, 2021
#3	N/A	-2.12% Dec 10, 2020 - Dec 31, 2020
#4	N/A	-1.38% Jul 13, 2021 - Aug 2, 2021
#5	N/A	-1.17% May 7, 2021 - May 27, 2021
#6	N/A	-1.06% Mar 11, 2021 - Mar 30, 2021
#7	N/A	-0.97% Dec 31, 2020 - Jan 13, 2021
#8	N/A	-0.80% Oct 21, 2020 - Nov 4, 2020
#9	N/A	-0.65% Aug 24, 2021 - Sep 15, 2021
#10	N/A	-0.52% Aug 3, 2021 - Aug 20, 2021
#11	N/A	-0.46% Apr 26, 2021 - May 5, 2021
#12	N/A	-0.36% Jun 15, 2021 - Jun 18, 2021
#13	N/A	-0.34% Nov 10, 2020 - Nov 17, 2020
#14	N/A	-0.34% Apr 15, 2021 - Apr 23, 2021
#15	N/A	-0.28% Apr 1, 2021 - Apr 6, 2021