XLUI vs RTAI
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).
XLUI vs RTAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLUI vs RTAI - Historical Returns
Returns include dividend reinvestment.
XLUI vs RTAI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XLUI | RTAI |
|---|---|---|
| 2026 | +5.99% | +2.81% |
| 2025 | +0.51% | +4.46% |
| 2024 | N/A | +6.75% |
| 2023 | N/A | +3.49% |
| 2022 | N/A | -22.28% |
| 2021 | N/A | +11.19% |
| 2020 | N/A | +5.10% |
XLUI vs RTAI Drawdown Comparison
The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.
The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current XLUI drawdown is -2.96%. The current RTAI drawdown is -7.12%.
| Rank | XLUI | RTAI |
|---|---|---|
| #1 | -6.02% Oct 15, 2025 - Feb 13, 2026 | -34.32% Sep 15, 2021 - Oct 25, 2023 |
| #2 | -5.82% Apr 9, 2026 - Jun 1, 2026 | -3.55% Feb 10, 2021 - Mar 9, 2021 |
| #3 | -4.21% Mar 17, 2026 - Apr 8, 2026 | -2.12% Dec 10, 2020 - Dec 31, 2020 |
| #4 | -3.35% Aug 22, 2025 - Sep 15, 2025 | -1.38% Jul 13, 2021 - Aug 2, 2021 |
| #5 | -1.61% Sep 15, 2025 - Sep 23, 2025 | -1.17% May 7, 2021 - May 27, 2021 |
| #6 | -1.19% Mar 2, 2026 - Mar 16, 2026 | -1.06% Mar 11, 2021 - Mar 30, 2021 |
| #7 | -0.76% Aug 13, 2025 - Aug 20, 2025 | -0.97% Dec 31, 2020 - Jan 13, 2021 |
| #8 | -0.67% Aug 4, 2025 - Aug 12, 2025 | -0.80% Oct 21, 2020 - Nov 4, 2020 |
| #9 | -0.57% Sep 24, 2025 - Sep 26, 2025 | -0.65% Aug 24, 2021 - Sep 15, 2021 |
| #10 | -0.45% Aug 20, 2025 - Aug 22, 2025 | -0.52% Aug 3, 2021 - Aug 20, 2021 |
| #11 | -0.36% Feb 13, 2026 - Feb 19, 2026 | -0.46% Apr 26, 2021 - May 5, 2021 |
| #12 | -0.18% Feb 25, 2026 - Feb 27, 2026 | -0.36% Jun 15, 2021 - Jun 18, 2021 |
| #13 | -0.16% Oct 9, 2025 - Oct 13, 2025 | -0.34% Nov 10, 2020 - Nov 17, 2020 |
| #14 | -0.07% Oct 1, 2025 - Oct 3, 2025 | -0.34% Apr 15, 2021 - Apr 23, 2021 |
| #15 | N/A | -0.28% Apr 1, 2021 - Apr 6, 2021 |
Correlation
Correlation between XLUI and RTAI is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2020 - 2026)
XLUI vs RTAI dividend yield comparison.
| Year | XLUI | RTAI |
|---|---|---|
| 2026 | 5.55% | 2.42% |
| 2025 | 7.12% | 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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