ZTWO vs RTAI
Comparison between F/M 2-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTWO, ETF) and RAREVIEW TAX ADVANTAGED INCOME ETF (RTAI, ETF).
ZTWO vs RTAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZTWO
$18M
RTAI
$18M
Expense Ratio
Winner
ZTWO
0.15%
RTAI
4.59%
Max Drawdown
Winner
ZTWO
1.31%
RTAI
39.82%
Sharpe Ratio
ZTWO
0.15
Winner
RTAI
0.99
5Y Beta
Winner
ZTWO
0.02
RTAI
0.19
5Y Dividends CAGR
ZTWO
N/A
RTAI
19.77%
ZTWO vs RTAI - Historical Returns
Returns include dividend reinvestment.
1M
ZTWO
+0.34%
Winner
RTAI
+0.46%
3M
ZTWO
+0.88%
Winner
RTAI
+1.89%
6M
ZTWO
+1.31%
Winner
RTAI
+3.14%
1Y
ZTWO
+3.89%
Winner
RTAI
+10.17%
5Y(CAGR)
ZTWO
N/A
RTAI
-0.77%
Max(CAGR)
Winner
ZTWO
+4.63%
RTAI
+1.62%
ZTWO vs RTAI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ZTWO | RTAI |
|---|---|---|
| 2026 | +0.93% | +2.81% |
| 2025 | +5.54% | +4.46% |
| 2024 | +0.36% | +6.75% |
| 2023 | N/A | +3.49% |
| 2022 | N/A | -22.28% |
| 2021 | N/A | +11.19% |
| 2020 | N/A | +5.10% |
ZTWO vs RTAI Drawdown Comparison
The maximum drawdown for ZTWO was -0.93%, occurring on Mar 26, 2026. Recovery took 47 trading sessions.
The maximum drawdown for RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current ZTWO drawdown is -0.08%. The current RTAI drawdown is -7.12%.
| Rank | ZTWO | RTAI |
|---|---|---|
| #1 | -0.93% Feb 27, 2026 - May 6, 2026 | -34.32% Sep 15, 2021 - Oct 25, 2023 |
| #2 | -0.67% Apr 3, 2025 - Apr 24, 2025 | -3.55% Feb 10, 2021 - Mar 9, 2021 |
| #3 | -0.31% Apr 30, 2025 - May 27, 2025 | -2.12% Dec 10, 2020 - Dec 31, 2020 |
| #4 | -0.27% Mar 10, 2025 - Mar 19, 2025 | -1.38% Jul 13, 2021 - Aug 2, 2021 |
| #5 | -0.26% May 6, 2026 - May 27, 2026 | -1.17% May 7, 2021 - May 27, 2021 |
| #6 | -0.23% May 29, 2026 - Jun 11, 2026 | -1.06% Mar 11, 2021 - Mar 30, 2021 |
| #7 | -0.23% Oct 24, 2025 - Nov 11, 2025 | -0.97% Dec 31, 2020 - Jan 13, 2021 |
| #8 | -0.23% Jun 30, 2025 - Jul 21, 2025 | -0.80% Oct 21, 2020 - Nov 4, 2020 |
| #9 | -0.21% Sep 16, 2025 - Oct 1, 2025 | -0.65% Aug 24, 2021 - Sep 15, 2021 |
| #10 | -0.20% Dec 30, 2024 - Jan 15, 2025 | -0.52% Aug 3, 2021 - Aug 20, 2021 |
| #11 | -0.18% Jun 4, 2025 - Jun 11, 2025 | -0.46% Apr 26, 2021 - May 5, 2021 |
| #12 | -0.17% Feb 5, 2025 - Feb 14, 2025 | -0.36% Jun 15, 2021 - Jun 18, 2021 |
| #13 | -0.17% Dec 3, 2025 - Dec 15, 2025 | -0.34% Nov 10, 2020 - Nov 17, 2020 |
| #14 | -0.13% Mar 4, 2025 - Mar 10, 2025 | -0.34% Apr 15, 2021 - Apr 23, 2021 |
| #15 | -0.13% Aug 4, 2025 - Aug 12, 2025 | -0.28% Apr 1, 2021 - Apr 6, 2021 |
Correlation
Correlation between ZTWO and RTAI is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2020 - 2026)
ZTWO vs RTAI dividend yield comparison.
| Year | ZTWO | RTAI |
|---|---|---|
| 2026 | 1.72% | 2.42% |
| 2025 | 4.31% | 5.66% |
| 2024 | 0.39% | 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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