RTAI vs. IRBA ETF Comparison
Comparison of Rareview Tax Advantaged Income ETF (RTAI) to iMGP RBA Responsible Global Allocation ETF (IRBA)
RTAI
Rareview Tax Advantaged Income ETF
RTAI Description
The investment seeks total return with an emphasis on providing current income, a substantial portion of which will be exempt from federal income taxes. Under normal market conditions, the fund will invest in municipal bond closed-end funds trading at a discount or premium to their underlying net asset value and that pay regular periodic cash distributions. While it will invest primarily in closed-end funds, the fund may invest up to 30% of its assets in municipal or short term Treasury ETFs if in the adviser's discretion, the ETFs will provide a better investment opportunity or liquidity for the asset class. It is non-diversified.
Grade (RS Rating)
Last Trade
$21.48
Average Daily Volume
1,522
11
IRBA
iMGP RBA Responsible Global Allocation ETF
IRBA Description
iM RBA Responsible Global Allocation ETF is an exchange traded fund of fund launched and managed by iM Global Partner Fund Management, LLC. The fund is co-managed by Richard Bernstein Advisors LLC. It invests in public equity, fixed income, commodity, and currency markets across the globe. For its equity portion, the fund invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across all market capitalizations. For its fixed income portion, the fund invests through other funds in securities issued by the U.S. Government and its agencies, sovereign debt and domestic and foreign corporate bonds of any credit quality, including high yield (or “junk”) bonds, municipal obligations, mortgage-backed and asset-backed securities, inflation-linked debt securities and zero coupon bonds. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with top-down stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against a composite index comprising of 65% MSCI All Country World Index Index and 35% Bloomberg U.S. Aggregate Bond Index. The fund employs proprietary research to create its portfolio. iM RBA Responsible Global Allocation ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$9.50
Average Daily Volume
15,625
9
Performance
| Period | RTAI | IRBA |
|---|---|---|
| 30 Days | 2.38% | -1.67% |
| 60 Days | 4.47% | 1.31% |
| 90 Days | 2.71% | 1.73% |
| 12 Months | 8.39% | 3.80% |
0 Overlapping Holdings
| Symbol | Grade | Weight in RTAI | Weight in IRBA | Overlap |
|---|
RTAI: Top Represented Industries & Keywords
IRBA: Top Represented Industries & Keywords
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