PCFI vs RITA

Comparison between Polen Floating Rate Income ETF (PCFI, ETF) and ETFB GREEN SRI REITS ETF (RITA, ETF).

PCFI vs RITA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCFI(ETF)	RITA(ETF)
Net Assets	$9.40M	$9.30M
Expense Ratio	0.49%	0.50%
Max Drawdown	11.23%	38.61%
Sharpe Ratio	-0.59	0.67
5Y Beta	0.21	0.52
P/E Ratio	N/A	35.31
Forward P/E	N/A	44.69
PEG Ratio	N/A	0.23
5Y EPS CAGR	N/A	11.54%
Debt to Equity	N/A	116.46%
P/S Ratio	N/A	9.62
P/B Ratio	N/A	2.94

Net Assets

Winner

PCFI

$9.40M

RITA

$9.30M

Expense Ratio

Winner

PCFI

0.49%

RITA

0.50%

Max Drawdown

Winner

PCFI

11.23%

RITA

38.61%

Sharpe Ratio

PCFI

-0.59

Winner

RITA

0.67

5Y Beta

Winner

PCFI

0.21

RITA

0.52

P/E Ratio

PCFI

N/A

RITA

35.31

Forward P/E

PCFI

N/A

RITA

44.69

PEG Ratio

PCFI

N/A

RITA

0.23

5Y EPS CAGR

PCFI

N/A

RITA

11.54%

Debt to Equity

PCFI

N/A

RITA

116.46%

P/S Ratio

PCFI

N/A

RITA

9.62

P/B Ratio

PCFI

N/A

RITA

2.94

PCFI vs RITA - Historical Returns

Returns include dividend reinvestment.

Period	PCFI	RITA
1 month	-1.38%	+1.36%
3 months	+0.47%	+7.36%
6 months	+0.59%	+10.96%
1 year	+0.32%	+11.84%
5 years(CAGR)	N/A	-1.00%
Max(CAGR)	+1.13%	-1.00%

PCFI

-1.38%

Winner

RITA

+1.36%

PCFI

+0.47%

Winner

RITA

+7.36%

PCFI

+0.59%

Winner

RITA

+10.96%

PCFI

+0.32%

Winner

RITA

+11.84%

5Y(CAGR)

PCFI

N/A

RITA

-1.00%

Max(CAGR)

Winner

PCFI

+1.13%

RITA

-1.00%

PCFI vs RITA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	PCFI	RITA
2026	-0.25%	+10.30%
2025	+1.63%	+4.89%
2024	N/A	+1.46%
2023	N/A	+10.00%
2022	N/A	-28.43%
2021	N/A	+5.53%

PCFI vs RITA Drawdown Comparison

The maximum drawdown for PCFI was -4.00%, occurring on Mar 6, 2026. This drawdown has not yet recovered.

The maximum drawdown for RITA was -35.93%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The current PCFI drawdown is -2.71%. The current RITA drawdown is -9.43%.

Rank	PCFI	RITA
#1	-4.00% Jul 25, 2025 - Mar 6, 2026	-35.93% Dec 31, 2021 - Oct 14, 2022
#2	-3.26% Apr 9, 2025 - May 12, 2025	-1.07% Dec 13, 2021 - Dec 15, 2021
#3	-2.97% Mar 31, 2025 - Apr 9, 2025	-0.60% Dec 15, 2021 - Dec 22, 2021
#4	-0.99% May 29, 2025 - Jun 25, 2025	-0.20% Dec 22, 2021 - Dec 27, 2021
#5	-0.38% Jul 1, 2025 - Jul 7, 2025	N/A
#6	-0.33% Jul 7, 2025 - Jul 16, 2025	N/A
#7	-0.29% May 22, 2025 - May 29, 2025	N/A
#8	-0.28% Jul 16, 2025 - Jul 21, 2025	N/A
#9	-0.20% May 20, 2025 - May 22, 2025	N/A
#10	-0.20% Mar 25, 2025 - Mar 31, 2025	N/A
#11	-0.08% May 13, 2025 - May 16, 2025	N/A
#12	-0.01% Jun 27, 2025 - Jul 1, 2025	N/A