Compare · 2 funds side by side · dividends reinvested

RTAI and SPYM

RTAIRareview×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · 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 SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.3

Rareview Tax Advantaged Income ETFIncome · Premium income5.24%5.24%−3.3%−3.3%+7.4%−2.2%−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 11, 2026 · returns include dividends · since: RTAI 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Rareview Tax Advantaged Income ETF · $16M$8,935

RTAI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

RTAIMeasureSPYM

−3.3%

More Ways to See the Pairs

RTAI vs SPYM: Top 5 Holdings

Today

RTAI

67.6%in top 5

SPYM

in top 526.9%

RTAIStockSPYM

17.2%MHDnot top 5

13.4%MYInot top 5

13.3%MQYnot top 5

12.7%NBHnot top 5

10.9%PMLnot top 5

Cost, Income and Risk

Fees: RTAI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

RTAI5.24%$524

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: RTAI, SPYM

1Y

5.24%highest, RTAI

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

−3.3%1 yearTotal return+12.8%

+7.4%3 years · per year$10,000 became $12,376 · $18,134+21.9%

−2.2%5 years · per year$10,000 became $8,935 · $17,537+11.9%

5.24%Expense ratio$524 · $2 a year on $10k · lower is better0.02%

5.24%Trailing 12-mo yield$524 · $102 a year on $10k1.02%

−13.9%Worst dropSmaller is better−8.9%

9.3%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

RTAI vs SPYM Returns, Every Period

5Y

RareviewRTAI

−2.2%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

RTAISPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: RTAI vs SPYM

YTD

RareviewRTAI

−3.3%

SPYMSPDR

+12.4%

−3.3%Year to date+12.4%

−13.9%Worst drop · 1Y−8.9%

9.3%Volatility · 1Y13.7%

5.2%Yield1.0%

$16.2MAssets$183B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

RTAI5.24%$524

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

RTAI$524 − $524 = $0

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: RTAI, SPYM

Today

0.0%most shared, RTAI and SPYM

RTAISPYM

RTAI—0.0%

SPYM0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

RTAIWorst drop−13.9%9.3% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

RTAISPYM

−3.3%Year to date+12.4%

5.2%Yield1.0%

−3.3%Past year+12.8%

5.24%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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RTAI and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two