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INTM vs. RTAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INTM vs. RTAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Intermediate Municipal ETF (INTM) and Rareview Tax Advantaged Income ETF (RTAI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INTM achieves a 1.82% return, which is significantly lower than RTAI's 2.63% return.


INTM

1D
0.08%
1M
0.72%
YTD
1.82%
6M
2.27%
1Y
3Y*
5Y*
10Y*

RTAI

1D
0.17%
1M
0.35%
YTD
2.63%
6M
2.45%
1Y
10.41%
3Y*
7.11%
5Y*
-0.76%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

INTM vs. RTAI - Yearly Performance Comparison


Correlation

The correlation between INTM and RTAI is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 24, 2025

0.39

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Return for Risk

INTM vs. RTAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INTM

RTAI
RTAI Risk / Return Rank: 4646
Overall Rank
RTAI Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
RTAI Sortino Ratio Rank: 5454
Sortino Ratio Rank
RTAI Omega Ratio Rank: 5252
Omega Ratio Rank
RTAI Calmar Ratio Rank: 3535
Calmar Ratio Rank
RTAI Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

INTM vs. RTAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Intermediate Municipal ETF (INTM) and Rareview Tax Advantaged Income ETF (RTAI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

INTM vs. RTAI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


INTMRTAIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

3.05

0.17

+2.87

Drawdowns

INTM vs. RTAI - Drawdown Comparison

The maximum INTM drawdown since its inception was -2.65%, smaller than the maximum RTAI drawdown of -34.32%. Use the drawdown chart below to compare losses from any high point for INTM and RTAI.


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Drawdown Indicators


INTMRTAIDifference

Max Drawdown

Largest peak-to-trough decline

-2.65%

-34.32%

+31.67%

Max Drawdown (1Y)

Largest decline over 1 year

-6.18%

Max Drawdown (3Y)

Largest decline over 3 years

-15.71%

Max Drawdown (5Y)

Largest decline over 5 years

-34.32%

Current Drawdown

Current decline from peak

-0.54%

-7.48%

+6.94%

Average Drawdown

Average peak-to-trough decline

-0.48%

-13.83%

+13.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.51%

Volatility

INTM vs. RTAI - Volatility Comparison


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Volatility by Period


INTMRTAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.38%

Volatility (6M)

Calculated over the trailing 6-month period

5.36%

Volatility (1Y)

Calculated over the trailing 1-year period

2.53%

6.62%

-4.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.53%

9.34%

-6.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.53%

9.05%

-6.52%

INTM vs. RTAI - Expense Ratio Comparison

INTM has a 0.35% expense ratio, which is lower than RTAI's 3.78% expense ratio.


Dividends

INTM vs. RTAI - Dividend Comparison

INTM's dividend yield for the trailing twelve months is around 2.62%, less than RTAI's 5.04% yield.


PositionTTM202520242023202220212020
INTM
Invesco Intermediate Municipal ETF
2.62%1.15%0.00%0.00%0.00%0.00%0.00%
RTAI
Rareview Tax Advantaged Income ETF
5.04%5.66%5.02%3.07%3.71%4.73%0.48%

Frequently Asked Questions


INTM and RTAI have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, INTM is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

INTM is cheaper with a 0.35% expense ratio, compared with 3.78% for RTAI.

RTAI has the higher dividend yield at 5.04%, compared with 2.62% for INTM.

They also come from different issuers: Invesco and Rareview Funds. Their fees differ too: 0.35% for INTM and 3.78% for RTAI.

Portfolio Optimizer

Find the right allocation for INTM and RTAI

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