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RITA vs PBD

Etfb Green Sri Reits Etf vs Invesco Global Clean Energy ETF

RITA

ETFB Green SRI REITs ETF

Rita ETF

Annual cost

0.50%

Fund size

$9M

PBD

Invesco Global Clean Energy ETF

Invesco

Annual cost

0.75%

Fund size

$208M

Key differences

  • RITA costs 0.25% less per year.
  • PBD is significantly larger than RITA — larger funds tend to be more liquid and less likely to close.
  • RITA covers north america markets; PBD covers global.
  • Over the last 3 years, PBD has delivered higher annualized returns.
  • PBD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RITAPBD
Annual cost (TER)0.50%0.75%
Fund size (AUM)$9M$208M
Since20212007
Dividend yield2.64%1.74%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+95.4%
CAGR 3Y+7.2%+9.1%
CAGR 5YN/A-2.4%
Sharpe 3Y0.300.33
Volatility 1Y12.56%23.36%
Max drawdown-35.92%-75.44%

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

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