RITA vs. SPUS
Compare and contrast key facts about ETFB Green SRI REITs ETF (RITA) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
RITA and SPUS 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. SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019. Both RITA and SPUS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RITA or SPUS.
Correlation
The correlation between RITA and SPUS is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RITA vs. SPUS - Performance Comparison
Key characteristics
RITA:
0.75
SPUS:
1.31
RITA:
1.10
SPUS:
1.80
RITA:
1.13
SPUS:
1.24
RITA:
0.35
SPUS:
1.84
RITA:
1.91
SPUS:
6.96
RITA:
5.41%
SPUS:
3.04%
RITA:
13.77%
SPUS:
16.13%
RITA:
-35.92%
SPUS:
-30.80%
RITA:
-18.40%
SPUS:
-3.17%
Returns By Period
In the year-to-date period, RITA achieves a 3.27% return, which is significantly higher than SPUS's 0.66% return.
RITA
3.27%
1.75%
-4.07%
9.60%
N/A
N/A
SPUS
0.66%
-2.71%
5.76%
17.68%
16.70%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RITA vs. SPUS - Expense Ratio Comparison
RITA has a 0.50% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Risk-Adjusted Performance
RITA vs. SPUS — Risk-Adjusted Performance Rank
RITA
SPUS
RITA vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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.
Dividends
RITA vs. SPUS - Dividend Comparison
RITA's dividend yield for the trailing twelve months is around 3.02%, more than SPUS's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
RITA ETFB Green SRI REITs ETF | 3.02% | 3.12% | 3.25% | 2.41% | 0.20% | 0.00% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.70% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% |
Drawdowns
RITA vs. SPUS - Drawdown Comparison
The maximum RITA drawdown since its inception was -35.92%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for RITA and SPUS. For additional features, visit the drawdowns tool.
Volatility
RITA vs. SPUS - Volatility Comparison
The current volatility for ETFB Green SRI REITs ETF (RITA) is 3.53%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 4.89%. This indicates that RITA experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.