Screener
RITA vs IYR
Etfb Green Sri Reits Etf vs iShares U.S. Real Estate ETF
Key differences
- IYR costs 0.12% less per year.
- IYR is significantly larger than RITA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IYR has delivered higher annualized returns.
- IYR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RITA | IYR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.38% |
| Fund size (AUM) | $9M | $4.1B |
| Since | 2021 | 2000 |
| Dividend yield | 2.64% | 2.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.8% | +14.1% |
| CAGR 3Y | +7.2% | +10.4% |
| CAGR 5Y | N/A | +3.7% |
| Sharpe 3Y | 0.30 | 0.46 |
| Volatility 1Y | 12.56% | 13.14% |
| Max drawdown | -35.92% | -42.32% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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