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RITA vs. AVRE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RITA vs. AVRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETFB Green SRI REITs ETF (RITA) and Avantis Real Estate ETF (AVRE). The values are adjusted to include any dividend payments, if applicable.

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RITA vs. AVRE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RITA
ETFB Green SRI REITs ETF
0.36%3.93%1.93%9.66%-29.30%5.53%
AVRE
Avantis Real Estate ETF
1.21%8.34%0.54%9.10%-23.70%4.89%

Returns By Period

In the year-to-date period, RITA achieves a 0.36% return, which is significantly lower than AVRE's 1.21% return.


RITA

1D
2.00%
1M
-6.36%
YTD
0.36%
6M
-0.19%
1Y
3.08%
3Y*
4.07%
5Y*
10Y*

AVRE

1D
1.87%
1M
-7.36%
YTD
1.21%
6M
0.30%
1Y
6.20%
3Y*
5.83%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RITA vs. AVRE - Expense Ratio Comparison

RITA has a 0.50% expense ratio, which is higher than AVRE's 0.17% expense ratio.


Return for Risk

RITA vs. AVRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RITA
RITA Risk / Return Rank: 1818
Overall Rank
RITA Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
RITA Sortino Ratio Rank: 1616
Sortino Ratio Rank
RITA Omega Ratio Rank: 1616
Omega Ratio Rank
RITA Calmar Ratio Rank: 1818
Calmar Ratio Rank
RITA Martin Ratio Rank: 2121
Martin Ratio Rank

AVRE
AVRE Risk / Return Rank: 2727
Overall Rank
AVRE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
AVRE Sortino Ratio Rank: 2525
Sortino Ratio Rank
AVRE Omega Ratio Rank: 2525
Omega Ratio Rank
AVRE Calmar Ratio Rank: 2828
Calmar Ratio Rank
AVRE Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RITA vs. AVRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) and Avantis Real Estate ETF (AVRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


RITAAVREDifference

Sharpe ratio

Return per unit of total volatility

0.19

0.43

-0.24

Sortino ratio

Return per unit of downside risk

0.38

0.69

-0.31

Omega ratio

Gain probability vs. loss probability

1.05

1.09

-0.04

Calmar ratio

Return relative to maximum drawdown

0.29

0.63

-0.34

Martin ratio

Return relative to average drawdown

1.21

2.44

-1.22

RITA vs. AVRE - Sharpe Ratio Comparison

The current RITA Sharpe Ratio is 0.19, which is lower than the AVRE Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of RITA and AVRE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RITAAVREDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.19

0.43

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.18

0.05

-0.23

Correlation

The correlation between RITA and AVRE is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

RITA vs. AVRE - Dividend Comparison

RITA's dividend yield for the trailing twelve months is around 2.85%, less than AVRE's 3.72% yield.


TTM20252024202320222021
RITA
ETFB Green SRI REITs ETF
2.85%2.50%3.12%3.25%2.41%0.21%
AVRE
Avantis Real Estate ETF
3.72%4.30%3.99%3.33%3.78%0.61%

Drawdowns

RITA vs. AVRE - Drawdown Comparison

The maximum RITA drawdown since its inception was -35.92%, which is greater than AVRE's maximum drawdown of -32.52%. Use the drawdown chart below to compare losses from any high point for RITA and AVRE.


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Drawdown Indicators


RITAAVREDifference

Max Drawdown

Largest peak-to-trough decline

-35.92%

-32.52%

-3.40%

Max Drawdown (1Y)

Largest decline over 1 year

-12.27%

-10.63%

-1.64%

Current Drawdown

Current decline from peak

-17.58%

-8.22%

-9.36%

Average Drawdown

Average peak-to-trough decline

-20.97%

-15.26%

-5.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

2.73%

+0.19%

Volatility

RITA vs. AVRE - Volatility Comparison

ETFB Green SRI REITs ETF (RITA) has a higher volatility of 5.03% compared to Avantis Real Estate ETF (AVRE) at 4.76%. This indicates that RITA's price experiences larger fluctuations and is considered to be riskier than AVRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RITAAVREDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.03%

4.76%

+0.27%

Volatility (6M)

Calculated over the trailing 6-month period

8.78%

8.45%

+0.33%

Volatility (1Y)

Calculated over the trailing 1-year period

15.98%

14.38%

+1.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.87%

16.71%

+1.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.87%

16.71%

+1.16%