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RITA vs QCLN

Etfb Green Sri Reits Etf vs First Trust NASDAQ Clean Edge Green Energy Index Fund

RITA

ETFB Green SRI REITs ETF

Rita ETF

Annual cost

0.50%

Fund size

$9M

QCLN

First Trust NASDAQ Clean Edge Green Energy Index Fund

First Trust

Annual cost

0.59%

Fund size

$739M

Key differences

  • RITA costs 0.09% less per year.
  • QCLN is significantly larger than RITA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, QCLN has delivered higher annualized returns.
  • QCLN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RITAQCLN
Annual cost (TER)0.50%0.59%
Fund size (AUM)$9M$739M
Since20212007
Dividend yield2.64%0.17%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+118.3%
CAGR 3Y+7.2%+12.8%
CAGR 5YN/A+3.2%
Sharpe 3Y0.300.42
Volatility 1Y12.56%34.72%
Max drawdown-35.92%-71.73%

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

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