RITA vs. RWO

Last updated Jun 3, 2026

RITA (ETFB Green SRI REITs ETF) and RWO (SPDR Dow Jones Global Real Estate ETF) are both REIT funds - RITA tracks the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross while RWO tracks the Dow Jones Global Select Real Estate Securities Index. Both are passively managed. Over the past 3 years, RITA returned 5.25%/yr vs 9.49%/yr for RWO. Their correlation of 0.95 suggests significant overlap in exposure. Both charge a 0.50% expense ratio.

Performance

RITA vs. RWO - Performance Comparison

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

Returns By Period

In the year-to-date period, RITA achieves a 5.03% return, which is significantly lower than RWO's 7.94% return.

RITA

• 1D: -0.20%
• 1M: -3.20%
• YTD: 5.03%
• 6M: 4.07%
• 1Y: 7.03%
• 3Y*: 5.25%
• 5Y*: —
• 10Y*: —

RWO

• 1D: -0.14%
• 1M: -1.07%
• YTD: 7.94%
• 6M: 7.05%
• 1Y: 12.86%
• 3Y*: 9.49%
• 5Y*: 1.93%
• 10Y*: 3.42%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RITA vs. RWO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
RITA ETFB Green SRI REITs ETF	5.03%	3.93%	1.93%	9.66%	-29.30%	5.53%
RWO SPDR Dow Jones Global Real Estate ETF	7.94%	8.87%	1.76%	10.91%	-25.11%	4.00%

Correlation

The correlation between RITA and RWO is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.91
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (All Time) Calculated using the full available price history since Dec 10, 2021	0.95

The correlation between RITA and RWO has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.

RITA vs. RWO - Sectors Allocation Comparison

Sectors	RITA	RWO
Real Estate	100.0%	89.3%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	0.8%
Consumer Defensive	-	-
Energy	-	0.3%
Financial Services	-	0.8%
Healthcare	-	0.4%
Industrials	-	0.2%
Technology	-	0.7%
Utilities	-	0.0%

Return for Risk

RITA vs. RWO — Risk / Return Rank

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

RITA

RITA Risk / Return Rank: 18
RITA Sharpe Ratio Rank: 17
RITA Sortino Ratio Rank: 17
RITA Omega Ratio Rank: 17
RITA Calmar Ratio Rank: 19
RITA Martin Ratio Rank: 23

RWO

RWO Risk / Return Rank: 29
RWO Sharpe Ratio Rank: 28
RWO Sortino Ratio Rank: 26
RWO Omega Ratio Rank: 26
RWO Calmar Ratio Rank: 28
RWO Martin Ratio Rank: 34

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. RWO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) and SPDR Dow Jones Global Real Estate ETF (RWO). 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	RWO	Difference
Sharpe ratio Return per unit of total volatility	0.56	1.02	-0.46
Sortino ratio Return per unit of downside risk	0.84	1.45	-0.61
Omega ratio Gain probability vs. loss probability	1.10	1.18	-0.08
Calmar ratio Return relative to maximum drawdown	0.83	1.36	-0.52
Martin ratio Return relative to average drawdown	2.94	5.27	-2.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RITA vs. RWO - Sharpe Ratio Comparison

The current RITA Sharpe Ratio is 0.56, which is lower than the RWO Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of RITA and RWO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RITA	RWO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.56	1.02	-0.46
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.11	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.19	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.12	0.16	-0.28

Drawdowns

RITA vs. RWO - Drawdown Comparison

The maximum RITA drawdown since its inception was -35.92%, smaller than the maximum RWO drawdown of -67.69%. Use the drawdown chart below to compare losses from any high point for RITA and RWO.

Drawdown Indicators

	RITA	RWO	Difference
Max Drawdown Largest peak-to-trough decline	-35.92%	-67.69%	+31.77%
Max Drawdown (1Y) Largest decline over 1 year	-8.93%	-9.51%	+0.58%
Max Drawdown (3Y) Largest decline over 3 years	-20.85%	-17.66%	-3.19%
Max Drawdown (5Y) Largest decline over 5 years	—	-32.85%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.27%	—
Current Drawdown Current decline from peak	-13.75%	-3.23%	-10.52%
Average Drawdown Average peak-to-trough decline	-20.64%	-12.68%	-7.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.53%	2.45%	+0.08%

Volatility

RITA vs. RWO - Volatility Comparison

ETFB Green SRI REITs ETF (RITA) and SPDR Dow Jones Global Real Estate ETF (RWO) have volatilities of 4.05% and 3.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RITA	RWO	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.05%	3.93%	+0.12%
Volatility (6M) Calculated over the trailing 6-month period	9.54%	9.33%	+0.21%
Volatility (1Y) Calculated over the trailing 1-year period	12.72%	12.69%	+0.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.77%	17.03%	+0.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.77%	18.21%	-0.44%

RITA vs. RWO - Expense Ratio Comparison

Both RITA and RWO have an expense ratio of 0.50%.

Dividends

RITA vs. RWO - Dividend Comparison

RITA's dividend yield for the trailing twelve months is around 2.73%, less than RWO's 3.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RITA ETFB Green SRI REITs ETF	2.73%	2.50%	3.12%	3.25%	2.41%	0.21%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
RWO SPDR Dow Jones Global Real Estate ETF	3.35%	3.62%	3.68%	3.53%	3.69%	2.79%	3.25%	3.97%	3.90%	3.26%	3.77%	2.97%

Frequently Asked Questions

Can I hold both RITA and RWO in my portfolio?

With a correlation of 0.91, RITA and RWO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, RITA or RWO?

RITA has higher volatility (4.05%) compared to RWO (3.93%). In terms of maximum drawdown, RITA dropped -35.92% vs RWO's -67.69%.

Which ETF is better, RITA or RWO?

On 3-year performance, RWO leads with 9.49% vs 5.25% for RITA. Both ETFs have the same 0.50% expense ratio. On volatility, RWO has been the lower-risk option at 3.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RITA or RWO?

Over the 3-year period, RWO has performed better with a 9.49% return vs 5.25%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RITA or RWO?

RITA and RWO have the same expense ratio: 0.50% per year.

Which ETF pays a higher dividend yield, RITA or RWO?

RWO has the higher dividend yield at 3.35%, compared with 2.73% for RITA.

What is the main difference between RITA and RWO?

RITA tracks FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross, while RWO tracks Dow Jones Global Select Real Estate Securities Index. They also come from different issuers: ETFB and State Street.

Which has better risk-adjusted returns?

RWO currently has the higher Sharpe Ratio (1.02 vs 0.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.