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RITA vs RWR
Etfb Green Sri Reits Etf vs State Street SPDR Dow Jones REIT ETF
Key differences
- RWR costs 0.25% less per year.
- RWR is significantly larger than RITA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, RWR has delivered higher annualized returns.
- RWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RITA | RWR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $9M | $1.8B |
| Since | 2021 | 2001 |
| Dividend yield | 2.64% | 3.40% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.8% | +22.0% |
| CAGR 3Y | +7.2% | +13.0% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | 0.30 | 0.60 |
| Volatility 1Y | 12.56% | 13.33% |
| Max drawdown | -35.92% | -44.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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