XAGG vs. RDFI
XAGG (Eaton Vance Income Opportunities ETF) and RDFI (Rareview Dynamic Fixed Income ETF) are both Multisector Bonds funds. Both are actively managed. A 0.60 correlation means they provide meaningful diversification when combined. XAGG charges 0.50%/yr vs 3.69%/yr for RDFI.
Performance
XAGG vs. RDFI - Performance Comparison
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Returns By Period
In the year-to-date period, XAGG achieves a 2.53% return, which is significantly lower than RDFI's 3.66% return.
XAGG
- 1D
- 0.05%
- 1M
- 0.45%
- 6M
- 1.69%
- YTD
- 2.53%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RDFI
- 1D
- -0.09%
- 1M
- 1.93%
- 6M
- 2.69%
- YTD
- 3.66%
- 1Y
- 8.15%
- 3Y*
- 10.60%
- 5Y*
- 2.93%
- 10Y*
- —
XAGG vs. RDFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 2.53% | 1.75% |
RDFI Rareview Dynamic Fixed Income ETF | 3.66% | 0.97% |
Correlation
The correlation between XAGG and RDFI is 0.60, 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 | 0.60 |
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Return for Risk
XAGG vs. RDFI — Risk / Return Rank
XAGG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RDFI
XAGG vs. RDFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Income Opportunities ETF (XAGG) and Rareview Dynamic Fixed Income ETF (RDFI). 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.
| XAGG | RDFI | 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 | — | 0.99 | — |
| Martin ratioReturn relative to average drawdown | — | 3.56 | — |
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Drawdowns
XAGG vs. RDFI - Drawdown Comparison
The maximum XAGG drawdown since its inception was -2.88%, smaller than the maximum RDFI drawdown of -23.71%. Use the drawdown chart below to compare losses from any high point for XAGG and RDFI.
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Drawdown Indicators
| XAGG | RDFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.88% | -23.71% | +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 | -0.15% | -0.96% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -0.53% | -7.11% | +6.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.21% | — |
Volatility
XAGG vs. RDFI - Volatility Comparison
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Volatility by Period
| XAGG | RDFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.43% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.39% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.45% | 7.07% | -3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.45% | 8.16% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.45% | 7.92% | -4.47% |
XAGG vs. RDFI - Expense Ratio Comparison
XAGG has a 0.50% expense ratio, which is lower than RDFI's 3.69% expense ratio.
Dividends
XAGG vs. RDFI - Dividend Comparison
XAGG's dividend yield for the trailing twelve months is around 4.45%, less than RDFI's 8.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | 8.20% | 8.17% | 8.14% | 7.38% | 4.70% | 6.78% | 1.01% |
XAGG Eaton Vance Income Opportunities ETF | 4.45% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XAGG and RDFI have a correlation of 0.60, 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 8.20%, compared with 4.45% for XAGG.
They also come from different issuers: Eaton Vance and Rareview Funds. Their fees differ too: 0.50% for XAGG and 3.69% for RDFI.
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