RDFI vs. XAGG
RDFI (Rareview Dynamic Fixed Income ETF) and XAGG (Eaton Vance Income Opportunities ETF) are both Multisector Bonds funds. Both are actively managed. A 0.61 correlation means they provide meaningful diversification when combined. RDFI charges 3.69%/yr vs 0.50%/yr for XAGG.
Performance
RDFI vs. XAGG - Performance Comparison
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Returns By Period
In the year-to-date period, RDFI achieves a 3.36% return, which is significantly higher than XAGG's 2.24% return.
RDFI
- 1D
- -0.29%
- 1M
- 1.63%
- 6M
- 2.78%
- YTD
- 3.36%
- 1Y
- 7.83%
- 3Y*
- 10.19%
- 5Y*
- 2.90%
- 10Y*
- —
XAGG
- 1D
- -0.29%
- 1M
- 0.16%
- 6M
- 1.41%
- YTD
- 2.24%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RDFI vs. XAGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | 3.36% | 0.97% |
XAGG Eaton Vance Income Opportunities ETF | 2.24% | 1.75% |
Correlation
The correlation between RDFI and XAGG is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 10, 2025 | 0.61 |
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Return for Risk
RDFI vs. XAGG — Risk / Return Rank
RDFI
XAGG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RDFI vs. XAGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rareview Dynamic Fixed Income ETF (RDFI) and Eaton Vance Income Opportunities ETF (XAGG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RDFI | XAGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.22 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.98 | — | — |
| Martin ratioReturn relative to average drawdown | 3.55 | — | — |
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Drawdowns
RDFI vs. XAGG - Drawdown Comparison
The maximum RDFI drawdown since its inception was -23.71%, which is greater than XAGG's maximum drawdown of -2.88%. Use the drawdown chart below to compare losses from any high point for RDFI and XAGG.
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Drawdown Indicators
| RDFI | XAGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -2.88% | -20.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.01% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -10.41% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | — | — |
Current DrawdownCurrent decline from peak | -1.26% | -0.44% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -7.11% | -0.53% | -6.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | — | — |
Volatility
RDFI vs. XAGG - Volatility Comparison
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Volatility by Period
| RDFI | XAGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.09% | 3.46% | +3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.17% | 3.46% | +4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.92% | 3.46% | +4.46% |
RDFI vs. XAGG - Expense Ratio Comparison
RDFI has a 3.69% expense ratio, which is higher than XAGG's 0.50% expense ratio.
Dividends
RDFI vs. XAGG - Dividend Comparison
RDFI's dividend yield for the trailing twelve months is around 8.23%, more than XAGG's 4.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | 8.23% | 8.17% | 8.14% | 7.38% | 4.70% | 6.78% | 1.01% |
XAGG Eaton Vance Income Opportunities ETF | 4.46% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RDFI and XAGG have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XAGG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XAGG is cheaper with a 0.50% expense ratio, compared with 3.69% for RDFI.
RDFI has the higher dividend yield at 8.23%, compared with 4.46% for XAGG.
They also come from different issuers: Rareview Funds and Eaton Vance. Their fees differ too: 3.69% for RDFI and 0.50% for XAGG.
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