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RITA vs RWO

Etfb Green Sri Reits Etf vs State Street SPDR Dow Jones Global Real Estate ETF

RITA

ETFB Green SRI REITs ETF

Rita ETF

Annual cost

0.50%

Fund size

$9M

RWO

State Street SPDR Dow Jones Global Real Estate ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$1.2B

Key differences

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

Side-by-side comparison

RITARWO
Annual cost (TER)0.50%0.50%
Fund size (AUM)$9M$1.2B
Since20212008
Dividend yield2.64%3.28%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+18.9%
CAGR 3Y+7.2%+11.2%
CAGR 5YN/A+3.6%
Sharpe 3Y0.300.53
Volatility 1Y12.56%12.64%
Max drawdown-35.92%-43.27%

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

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