USAF vs RTAI
Comparison between ATLAS AMERICA FUND (USAF, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).
USAF vs RTAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USAF
$18M
RTAI
$18M
Expense Ratio
Winner
USAF
0.89%
RTAI
4.59%
Max Drawdown
Winner
USAF
4.46%
RTAI
39.82%
Sharpe Ratio
Winner
USAF
0.98
RTAI
0.63
5Y Beta
Winner
USAF
0.08
RTAI
0.20
5Y Dividends CAGR
USAF
N/A
RTAI
13.34%
USAF vs RTAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USAF
+3.22%
RTAI
+0.35%
3M
Winner
USAF
+4.14%
RTAI
-0.59%
6M
Winner
USAF
+1.42%
RTAI
-1.39%
1Y
Winner
USAF
+9.60%
RTAI
+8.15%
5Y(CAGR)
USAF
N/A
RTAI
-1.60%
Max(CAGR)
Winner
USAF
+9.00%
RTAI
+1.38%
USAF vs RTAI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | USAF | RTAI |
|---|---|---|
| 2026 | +6.36% | +1.75% |
| 2025 | +8.95% | +4.46% |
| 2024 | +0.23% | +6.75% |
| 2023 | N/A | +3.49% |
| 2022 | N/A | -22.28% |
| 2021 | N/A | +11.19% |
| 2020 | N/A | +5.10% |
USAF vs RTAI Drawdown Comparison
The maximum drawdown for USAF was -4.46%, occurring on Mar 26, 2026. Recovery took 140 trading sessions.
The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current RTAI drawdown is -8.08%.
| Rank | USAF | RTAI |
|---|---|---|
| #1 | -4.46% Jan 29, 2026 - Aug 20, 2026 | -34.32% Sep 15, 2021 - Oct 25, 2023 |
| #2 | -3.11% Oct 20, 2025 - Jan 12, 2026 | -3.55% Feb 10, 2021 - Mar 9, 2021 |
| #3 | -2.40% Apr 2, 2025 - Apr 16, 2025 | -2.12% Dec 10, 2020 - Dec 31, 2020 |
| #4 | -1.55% May 6, 2025 - Jun 13, 2025 | -1.38% Jul 13, 2021 - Aug 2, 2021 |
| #5 | -1.52% Jul 22, 2025 - Aug 29, 2025 | -1.17% May 7, 2021 - May 27, 2021 |
| #6 | -1.24% Jun 13, 2025 - Jul 22, 2025 | -1.06% Mar 11, 2021 - Mar 30, 2021 |
| #7 | -1.09% Dec 11, 2024 - Jan 14, 2025 | -0.97% Dec 31, 2020 - Jan 13, 2021 |
| #8 | -1.03% Feb 18, 2025 - Mar 19, 2025 | -0.80% Oct 21, 2020 - Nov 4, 2020 |
| #9 | -0.80% Oct 8, 2025 - Oct 14, 2025 | -0.65% Aug 24, 2021 - Sep 15, 2021 |
| #10 | -0.75% Nov 22, 2024 - Dec 11, 2024 | -0.52% Aug 3, 2021 - Aug 20, 2021 |
| #11 | -0.74% Apr 22, 2025 - May 5, 2025 | -0.46% Apr 26, 2021 - May 5, 2021 |
| #12 | -0.50% Oct 16, 2025 - Oct 20, 2025 | -0.36% Jun 15, 2021 - Jun 18, 2021 |
| #13 | -0.39% Feb 13, 2025 - Feb 18, 2025 | -0.34% Nov 10, 2020 - Nov 17, 2020 |
| #14 | -0.30% Jan 24, 2025 - Jan 31, 2025 | -0.34% Apr 15, 2021 - Apr 23, 2021 |
| #15 | -0.28% Sep 22, 2025 - Sep 26, 2025 | -0.28% Apr 1, 2021 - Apr 6, 2021 |
Correlation
Correlation between USAF and RTAI is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2020 - 2026)
USAF vs RTAI dividend yield comparison.
| Year | USAF | RTAI |
|---|---|---|
| 2026 | 0.00% | 3.25% |
| 2025 | 2.50% | 5.66% |
| 2024 | 0.00% | 5.02% |
| 2023 | 0.00% | 3.07% |
| 2022 | 0.00% | 3.71% |
| 2021 | 0.00% | 4.73% |
| 2020 | 0.00% | 0.48% |
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