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RITA vs REET

Etfb Green Sri Reits Etf vs iShares Global REIT ETF

RITA

ETFB Green SRI REITs ETF

Rita ETF

Annual cost

0.50%

Fund size

$9M

REET

iShares Global REIT ETF

iShares

Annual cost

0.14%

Fund size

$4.8B

Key differences

  • REET costs 0.36% less per year.
  • REET is significantly larger than RITA — larger funds tend to be more liquid and less likely to close.
  • RITA covers north america markets; REET covers global.
  • Over the last 3 years, REET has delivered higher annualized returns.
  • REET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RITAREET
Annual cost (TER)0.50%0.14%
Fund size (AUM)$9M$4.8B
Since20212014
Dividend yield2.64%3.36%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+17.9%
CAGR 3Y+7.2%+10.7%
CAGR 5YN/A+3.7%
Sharpe 3Y0.300.51
Volatility 1Y12.56%12.05%
Max drawdown-35.92%-44.59%

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

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