Compare · 2 funds side by side · dividends reinvested

RTAI and SPY

RTAIRareview×SPYSPDR×

Versus in desk

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358SPY · best of the two

Story of the two · IncomeMost incomeRTAI · 5.24% · $524 a year on $10k

Story of the two · RiskSmallest drop

RTAI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B1.3

Rareview Tax Advantaged Income ETFIncome · Premium income5.24%5.24%−3.2%−3.1%+7.2%−2.3%−13.9%9.3%$16M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: RTAI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Rareview Tax Advantaged Income ETF · $16M$8,924

RTAI

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RTAIMeasureSPY

−3.2%

More Ways to See the Pairs

RTAI vs SPY: Top 5 Holdings

Today

RTAI

67.5%in top 5

SPY

in top 527.3%

RTAIStockSPY

17.2%MHDnot top 5

13.4%MYInot top 5

13.3%MQYnot top 5

12.7%NBHnot top 5

11.0%PMLnot top 5

Cost, Income and Risk

Fees: RTAI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RTAI5.24%$524

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: RTAI, SPY

1Y

5.24%highest, RTAI

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.8%

−3.1%1 yearTotal return+13.0%

+7.2%3 years · per year$10,000 became $12,335 · $17,888+21.4%

−2.3%5 years · per year$10,000 became $8,924 · $17,358+11.7%

5.24%Expense ratio$524 · $9 a year on $10k · lower is better0.09%

5.24%Trailing 12-mo yield$524 · $101 a year on $10k1.01%

−13.9%Worst dropSmaller is better−8.9%

9.3%VolatilityLower is calmer13.8%

RTAISPY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

RTAI vs SPY Returns, Every Period

5Y

RareviewRTAI

−2.3%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

RTAISPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Core: RTAI vs SPY

YTD

RareviewRTAI

−3.2%

SPYSPDR

+10.8%

−3.2%Year to date+10.8%

−13.9%Worst drop · 1Y−8.9%

9.3%Volatility · 1Y13.8%

5.2%Yield1.0%

$16.5MAssets$792B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

RTAI5.24%$524

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$92most kept, SPY

SPY$101 − $9 = $92

RTAI$524 − $524 = $0

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: RTAI, SPY

Today

0.0%most shared, RTAI and SPY

RTAISPY

RTAI—0.0%

SPY0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%SPY, at 13.8% volatility

RTAIWorst drop−13.9%9.3% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

RTAISPY

−3.2%Year to date+10.8%

5.2%Yield1.0%

−3.1%Past year+13.0%

5.24%Fee0.09%

3–1SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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RTAI and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two