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RITA vs SPY

Comparison between ETFB GREEN SRI REITS ETF (RITA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RITA, delivering a return of +13.4% compared to -1.0%

RITA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RITA
$9.30M
Winner
SPY
$784B
Expense Ratio
RITA
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
RITA
38.61%
SPY
56.47%
Sharpe Ratio
RITA
0.67
Winner
SPY
1.56
5Y Beta
Winner
RITA
0.52
SPY
1.00
P/E Ratio
RITA
35.31
Winner
SPY
28.29
Forward P/E
RITA
44.69
Winner
SPY
21.75
PEG Ratio
RITA
0.23
SPY
N/A
5Y Dividends CAGR
RITA
N/A
SPY
5.43%
5Y EPS CAGR
RITA
11.54%
Winner
SPY
25.98%
Debt to Equity
RITA
116.46%
Winner
SPY
30.79%
P/S Ratio
RITA
9.62
Winner
SPY
3.79
P/B Ratio
Winner
RITA
2.94
SPY
5.67

RITA vs SPY - Holdings Comparison

RITA and SPY have 13 common holdings. Overlap is 0.81%

RITA's top 25 holdings weight is 95.64%. SPY's top 25 holdings weight is 52.46%.

RankRITASPY
#1
WELLTOWER INC (WELL) - 14.04%
NVIDIA CORP (NVDA) - 8.30%
#2
PROLOGIS INC (PLD) - 13.42%
APPLE INC (AAPL) - 7.09%
#3
SIMON PROPERTY GROUP INC (SPG) - 12.05%
MICROSOFT CORP (MSFT) - 5.02%
#4
DIGITAL REALTY TRUST INC (DLR) - 9.18%
AMAZON.COM INC (AMZN) - 3.84%
#5
AVALONBAY COMMUNITIES INC (AVB) - 4.60%
BROADCOM INC (AVGO) - 3.50%
#6
EQUITY RESIDENTIAL (EQR) - 4.55%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
VENTAS INC (VTR) - 3.73%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
STOCKLAND CORP LTD (n/a) - 3.15%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
VICINITY CENTRES (n/a) - 3.11%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
EASTGROUP PROPERTIES INC (EGP) - 2.84%
TESLA INC (TSLA) - 1.83%
#11
ESSEX PROPERTY TRUST INC (ESS) - 2.72%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
INVITATION HOMES INC (INVH) - 2.67%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
SUN COMMUNITIES INC (SUI) - 2.62%
ELI LILLY AND CO (LLY) - 1.29%
#14
AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.30%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.27%
EXXON MOBIL CORP (XOM) - 0.96%
#16
TERRENO REALTY CORP (TRNO) - 2.17%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
REXFORD INDUSTRIAL REALTY INC (REXR) - 1.54%
VISA INC CLASS A (V) - 0.82%
#18
CUBESMART (CUBE) - 1.45%
INTEL CORP (INTC) - 0.78%
#19
FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.25%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
TANGER INC (SKT) - 1.23%
WALMART INC (WMT) - 0.76%
#21
SHURGARD SELF STORAGE LTD (n/a) - 1.22%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.05%
CATERPILLAR INC (CAT) - 0.65%
#23
AIMS APAC REIT UNITS REAL ESTATE INVESTMENT TRUST (n/a) - 0.86%
ORACLE CORP (ORCL) - 0.64%
#24
LINEAGE INC REIT (LINE) - 0.82%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
MIRVAC GROUP (n/a) - 0.80%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings40505

RITA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RITA
+1.36%
SPY
+0.48%
3M
RITA
+7.36%
Winner
SPY
+11.67%
6M
Winner
RITA
+10.96%
SPY
+9.42%
1Y
RITA
+11.84%
Winner
SPY
+24.27%
5Y(CAGR)
RITA
-1.00%
Winner
SPY
+13.36%
10Y(CAGR)
RITA
N/A
SPY
+15.42%
Max(CAGR)
RITA
-1.00%
Winner
SPY
+8.49%

RITA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRITASPY
2026+10.30%+8.88%
2025+4.89%+18.00%
2024+1.46%+25.59%
2023+10.00%+26.72%
2022-28.43%-18.64%
2021+5.53%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RITA vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RITA drawdown is -9.43%. The current SPY drawdown is -2.35%.

RankRITASPY
#1-35.93%
Dec 31, 2021 - Oct 14, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-1.07%
Dec 13, 2021 - Dec 15, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-0.60%
Dec 15, 2021 - Dec 22, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.20%
Dec 22, 2021 - Dec 27, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RITA and SPY is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47
-101

Dividend Comparison (1999 - 2026)

RITA vs SPY dividend yield comparison.

YearRITASPY
20260.70%0.24%
20252.50%1.07%
20243.12%1.21%
20233.25%1.40%
20222.41%1.65%
20210.21%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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