QVMS vs. RTAI
Compare and contrast key facts about Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) and Rareview Tax Advantaged Income ETF (RTAI).
QVMS and RTAI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QVMS is a passively managed fund by Invesco that tracks the performance of the S&P Small Cap 600. It was launched on Jun 30, 2021. RTAI is an actively managed fund by Rareview Funds. It was launched on Oct 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QVMS or RTAI.
Correlation
The correlation between QVMS and RTAI is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
QVMS vs. RTAI - Performance Comparison
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Key characteristics
QVMS:
21.86%
RTAI:
1.57%
QVMS:
-1.09%
RTAI:
0.00%
QVMS:
-0.05%
RTAI:
0.00%
Returns By Period
QVMS
N/A
N/A
N/A
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RTAI
N/A
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QVMS vs. RTAI - Expense Ratio Comparison
QVMS has a 0.15% expense ratio, which is lower than RTAI's 3.78% expense ratio.
Risk-Adjusted Performance
QVMS vs. RTAI — Risk-Adjusted Performance Rank
QVMS
RTAI
QVMS vs. RTAI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) 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.
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Dividends
QVMS vs. RTAI - Dividend Comparison
Neither QVMS nor RTAI has paid dividends to shareholders.
Drawdowns
QVMS vs. RTAI - Drawdown Comparison
The maximum QVMS drawdown since its inception was -1.09%, which is greater than RTAI's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for QVMS and RTAI. For additional features, visit the drawdowns tool.
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Volatility
QVMS vs. RTAI - Volatility Comparison
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