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RITA vs UPGR

Etfb Green Sri Reits Etf vs Xtrackers US Green Infrastructure Select Equity ETF

RITA

ETFB Green SRI REITs ETF

Rita ETF

Annual cost

0.50%

Fund size

$9M

UPGR

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers

Annual cost

0.35%

Fund size

$6M

Key differences

  • UPGR costs 0.15% less per year.

Side-by-side comparison

RITAUPGR
Annual cost (TER)0.50%0.35%
Fund size (AUM)$9M$6M
Since20212023
Dividend yield2.64%0.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+70.0%
CAGR 3Y+7.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.30N/A
Volatility 1Y12.56%30.14%
Max drawdown-35.92%-46.60%

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

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