RJVI vs. SIFI
RJVI (RJ Eagle Vertical Income ETF) and SIFI (Harbor Scientific Alpha Income ETF) are both Multisector Bonds funds. Both are actively managed. Their 0.72 correlation means they have sometimes moved together and sometimes differently. RJVI charges 0.51%/yr vs 0.50%/yr for SIFI.
Performance
RJVI vs. SIFI - Performance Comparison
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Returns By Period
In the year-to-date period, RJVI achieves a 1.68% return, which is significantly higher than SIFI's 1.31% return.
RJVI
- 1D
- 0.02%
- 1M
- -0.81%
- 6M
- 0.21%
- YTD
- 1.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
SIFI
- 1D
- -0.05%
- 1M
- -0.43%
- 6M
- 0.76%
- YTD
- 1.31%
- 1Y
- 4.95%
- 3Y*
- 7.14%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 2.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $400.67K | $233.11K | $109.48K | |
| $8.86K | $5.36K | $5.88K |
RJVI vs. SIFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RJVI RJ Eagle Vertical Income ETF | 1.68% | 0.52% |
SIFI Harbor Scientific Alpha Income ETF | 1.31% | 1.20% |
Correlation
The correlation between RJVI and SIFI is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 2, 2025 | 0.72 |
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Return for Risk
RJVI vs. SIFI — Risk / Return Rank
RJVI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SIFI
RJVI vs. SIFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RJ Eagle Vertical Income ETF (RJVI) and Harbor Scientific Alpha Income ETF (SIFI). 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.
| RJVI | SIFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.05 | — |
| Martin ratioReturn relative to average drawdown | — | 8.38 | — |
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Drawdowns
RJVI vs. SIFI - Drawdown Comparison
The maximum RJVI drawdown since its inception was -3.12%, smaller than the maximum SIFI drawdown of -14.68%. Use the drawdown chart below to compare losses from any high point for RJVI and SIFI.
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Drawdown Indicators
| RJVI | SIFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.12% | -14.68% | +11.56% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.71% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -3.46% | — |
Current DrawdownCurrent decline from peak | -1.48% | -0.48% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -4.67% | +3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.66% | — |
Volatility
RJVI vs. SIFI - Volatility Comparison
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Volatility by Period
| RJVI | SIFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.80% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.56% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 3.26% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.10% | 4.87% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.10% | 4.87% | -0.77% |
RJVI vs. SIFI - Expense Ratio Comparison
RJVI has a 0.51% expense ratio, which is higher than SIFI's 0.50% expense ratio.
Dividends
RJVI vs. SIFI - Dividend Comparison
RJVI's dividend yield for the trailing twelve months is around 3.35%, less than SIFI's 6.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
RJVI RJ Eagle Vertical Income ETF | 3.35% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% |
SIFI Harbor Scientific Alpha Income ETF | 5.94% | 6.57% | 5.87% | 5.71% | 3.88% | 0.86% |
Frequently Asked Questions
RJVI and SIFI have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SIFI is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SIFI is cheaper with a 0.50% expense ratio, compared with 0.51% for RJVI.
SIFI has the higher dividend yield at 5.94%, compared with 3.35% for RJVI.
They also come from different issuers: Carillon Tower Advisers and Harbor. Their fees differ too: 0.51% for RJVI and 0.50% for SIFI.
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