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RITA vs ICLN

Etfb Green Sri Reits Etf vs iShares Global Clean Energy ETF

RITA

ETFB Green SRI REITs ETF

Rita ETF

Annual cost

0.50%

Fund size

$9M

ICLN

iShares Global Clean Energy ETF

iShares

Annual cost

0.39%

Fund size

$2.5B

Key differences

  • ICLN costs 0.11% less per year.
  • ICLN is significantly larger than RITA — larger funds tend to be more liquid and less likely to close.
  • RITA covers north america markets; ICLN covers global.
  • Over the last 3 years, ICLN has delivered higher annualized returns.
  • ICLN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RITAICLN
Annual cost (TER)0.50%0.39%
Fund size (AUM)$9M$2.5B
Since20212008
Dividend yield2.64%1.30%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+87.9%
CAGR 3Y+7.2%+9.3%
CAGR 5YN/A+2.5%
Sharpe 3Y0.300.34
Volatility 1Y12.56%25.93%
Max drawdown-35.92%-66.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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