RITA vs. FREL
Compare and contrast key facts about ETFB Green SRI REITs ETF (RITA) and Fidelity MSCI Real Estate Index ETF (FREL).
RITA and FREL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RITA is a passively managed fund by ETFB that tracks the performance of the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross. It was launched on Dec 8, 2021. FREL is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Real Estate Index. It was launched on Feb 2, 2015. Both RITA and FREL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
RITA vs. FREL - Performance Comparison
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RITA vs. FREL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RITA ETFB Green SRI REITs ETF | 0.36% | 3.93% | 1.93% | 9.66% | -29.30% | 5.53% |
FREL Fidelity MSCI Real Estate Index ETF | 0.98% | 3.09% | 5.05% | 11.74% | -26.21% | 5.95% |
Returns By Period
In the year-to-date period, RITA achieves a 0.36% return, which is significantly lower than FREL's 0.98% return.
RITA
- 1D
- 2.00%
- 1M
- -6.36%
- YTD
- 0.36%
- 6M
- -0.19%
- 1Y
- 3.08%
- 3Y*
- 4.07%
- 5Y*
- —
- 10Y*
- —
FREL
- 1D
- 1.43%
- 1M
- -6.56%
- YTD
- 0.98%
- 6M
- -1.57%
- 1Y
- 1.45%
- 3Y*
- 6.30%
- 5Y*
- 2.68%
- 10Y*
- 5.16%
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RITA vs. FREL - Expense Ratio Comparison
RITA has a 0.50% expense ratio, which is higher than FREL's 0.08% expense ratio.
Return for Risk
RITA vs. FREL — Risk / Return Rank
RITA
FREL
RITA vs. FREL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) and Fidelity MSCI Real Estate Index ETF (FREL). 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.
| RITA | FREL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 0.09 | +0.10 |
Sortino ratioReturn per unit of downside risk | 0.38 | 0.24 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.20 | +0.09 |
Martin ratioReturn relative to average drawdown | 1.21 | 0.77 | +0.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RITA | FREL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.09 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.14 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.25 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.18 | 0.23 | -0.41 |
Correlation
The correlation between RITA and FREL is 0.94, 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. FREL - Dividend Comparison
RITA's dividend yield for the trailing twelve months is around 2.85%, less than FREL's 3.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RITA ETFB Green SRI REITs ETF | 2.85% | 2.50% | 3.12% | 3.25% | 2.41% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FREL Fidelity MSCI Real Estate Index ETF | 3.56% | 3.59% | 3.48% | 3.73% | 3.57% | 2.34% | 3.77% | 3.32% | 5.54% | 3.27% | 4.01% | 3.80% |
Drawdowns
RITA vs. FREL - Drawdown Comparison
The maximum RITA drawdown since its inception was -35.92%, smaller than the maximum FREL drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for RITA and FREL.
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Drawdown Indicators
| RITA | FREL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.92% | -42.61% | +6.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -12.42% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.61% | — |
Current DrawdownCurrent decline from peak | -17.58% | -9.83% | -7.75% |
Average DrawdownAverage peak-to-trough decline | -20.97% | -10.05% | -10.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.19% | -0.27% |
Volatility
RITA vs. FREL - Volatility Comparison
ETFB Green SRI REITs ETF (RITA) has a higher volatility of 5.03% compared to Fidelity MSCI Real Estate Index ETF (FREL) at 4.55%. This indicates that RITA's price experiences larger fluctuations and is considered to be riskier than FREL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RITA | FREL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 4.55% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.78% | 9.29% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 16.41% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.87% | 18.85% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.87% | 20.67% | -2.80% |