RITA vs PCFI

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

RITA vs PCFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

RITA

$9.30M

Winner

PCFI

$9.40M

Expense Ratio

RITA

0.50%

Winner

PCFI

0.49%

Max Drawdown

RITA

38.61%

Winner

PCFI

11.23%

Sharpe Ratio

Winner

RITA

0.67

PCFI

-0.59

5Y Beta

RITA

0.52

Winner

PCFI

0.21

P/E Ratio

RITA

35.31

PCFI

N/A

Forward P/E

RITA

44.69

PCFI

N/A

PEG Ratio

RITA

0.23

PCFI

N/A

5Y EPS CAGR

RITA

11.54%

PCFI

N/A

Debt to Equity

RITA

116.46%

PCFI

N/A

P/S Ratio

RITA

9.62

PCFI

N/A

P/B Ratio

RITA

2.94

PCFI

N/A

RITA vs PCFI - Historical Returns

Returns include dividend reinvestment.

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

Winner

RITA

+1.36%

PCFI

-1.38%

Winner

RITA

+7.36%

PCFI

+0.47%

Winner

RITA

+10.96%

PCFI

+0.59%

Winner

RITA

+11.84%

PCFI

+0.32%

5Y(CAGR)

RITA

-1.00%

PCFI

N/A

Max(CAGR)

RITA

-1.00%

Winner

PCFI

+1.13%

RITA vs PCFI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

RITA vs PCFI Drawdown Comparison

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

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

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

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