RMIF vs. RJVI
RMIF (LHA Risk-Managed Income ETF) and RJVI (RJ Eagle Vertical Income ETF) are both Multisector Bonds funds. Both are actively managed. A 0.59 correlation means they provide meaningful diversification when combined. RMIF charges 1.38%/yr vs 0.51%/yr for RJVI.
Performance
RMIF vs. RJVI - Performance Comparison
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Returns By Period
In the year-to-date period, RMIF achieves a -0.52% return, which is significantly lower than RJVI's 2.19% return.
RMIF
- 1D
- -0.02%
- 1M
- 0.09%
- 6M
- -0.90%
- YTD
- -0.52%
- 1Y
- 2.39%
- 3Y*
- 4.62%
- 5Y*
- —
- 10Y*
- —
RJVI
- 1D
- 0.28%
- 1M
- -0.25%
- 6M
- 1.31%
- YTD
- 2.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RMIF vs. RJVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RMIF LHA Risk-Managed Income ETF | -0.52% | 0.98% |
RJVI RJ Eagle Vertical Income ETF | 2.19% | 0.52% |
Correlation
The correlation between RMIF and RJVI is 0.59, 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 Oct 2, 2025 | 0.59 |
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Return for Risk
RMIF vs. RJVI — Risk / Return Rank
RMIF
RJVI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RMIF vs. RJVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LHA Risk-Managed Income ETF (RMIF) and RJ Eagle Vertical Income ETF (RJVI). 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.
| RMIF | RJVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.17 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | — | — |
| Martin ratioReturn relative to average drawdown | 2.53 | — | — |
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Drawdowns
RMIF vs. RJVI - Drawdown Comparison
The maximum RMIF drawdown since its inception was -3.01%, roughly equal to the maximum RJVI drawdown of -3.12%. Use the drawdown chart below to compare losses from any high point for RMIF and RJVI.
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Drawdown Indicators
| RMIF | RJVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.01% | -3.12% | +0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.37% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -3.01% | — | — |
Current DrawdownCurrent decline from peak | -0.98% | -0.99% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -0.41% | -1.02% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | — | — |
Volatility
RMIF vs. RJVI - Volatility Comparison
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Volatility by Period
| RMIF | RJVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.41% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 1.99% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.62% | 4.11% | -1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.57% | 4.11% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.57% | 4.11% | -1.54% |
RMIF vs. RJVI - Expense Ratio Comparison
RMIF has a 1.38% expense ratio, which is higher than RJVI's 0.51% expense ratio.
Dividends
RMIF vs. RJVI - Dividend Comparison
RMIF's dividend yield for the trailing twelve months is around 5.40%, more than RJVI's 3.00% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
RJVI RJ Eagle Vertical Income ETF | 3.00% | 0.93% | 0.00% | 0.00% |
RMIF LHA Risk-Managed Income ETF | 5.40% | 5.70% | 6.61% | 3.70% |
Frequently Asked Questions
RMIF and RJVI have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, RJVI is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RJVI is cheaper with a 0.51% expense ratio, compared with 1.38% for RMIF.
RMIF has the higher dividend yield at 5.40%, compared with 3.00% for RJVI.
They also come from different issuers: Little Harbor Advisors and Carillon Tower Advisers. Their fees differ too: 1.38% for RMIF and 0.51% for RJVI.
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